Thank you for partnering with SuranceBay—we look forward to working with your agency. Please review the following information to ensure a productive training experience.

Hands-On Format
👉Training is most effective when interactive. The primary person responsible for licensing & contracting should serve as the presenter and share their screen during the session to gain valuable hands-on experience. 

What to Prepare

1. Carrier Information

👉Select 3 high-volume carriers and gather:

• Agency carrier codes (upline contract numbers)
• Standard agent payout levels (using carrier-specific terminology)

2. Sample Producer

👉We will register a producer during training (ideally, your Signing Officer with an active license).

If available, have:

• Full name, DOB, SSN
• Email, phone, address
• Resident license number
• AML completion date, provider, certificate, and portal login (if available)
• Voided check (PDF)
• E&O certificate (PDF)
• Signed Signature Authorization form (PDF)

A test profile can be used if needed.

3. Optional Pre-Work

Review tutorials in Help & Support → SureLC.com Tutorials or via the provided link to familiarize yourself with the platform.

Training Agenda 

👉Average training time: 2 hours 

Part 1: Agency Setup (60 minutes)

• Review & update Agency Settings
• Affiliations, and Admins
• Configure Carriers and E&O policies

Part 2: Producer Setup (30 minutes) 

• Walk through producer onboarding
• Register a sample producer
• Review the producer interface and profile management

Part 3: Contracting Workflow (30 minutes) 

• Submit contracts from the agency view
• Use batch processing (Fast Lane)
• Review contract processing, workflows, inbox, and producer tracking

Q&A

At the end of the training, discuss any questions or additional topics with the trainer. 

Need Assistance?

📞 877-264-6888
📧 support@surancebay.com

Sincerely,
SuranceBay Training Team