SureLC One -> How to Send a Contract Request to a Producer

Jim Friend -

Step 1: Login to your SureLC One admin account and go to the Producers page. This is the landing page for admins. Using the search field, locate the producer. Select their name to open their profile. 

RJ_Creating_Contract_Request_-_Producers_Module_-_Step_1.png


Step 2:
Select the Contracting Requests tab. This is the last tab on the top right. 

RJ_Creating_Contract_Request_-_Producers_Module_-_Step_2.png


Step 3:
Select the Create Request button. 

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Step 4:
Select Contract as the request type.  Contract is selected when the producer has not been contracted with the carrier before. Click Next to continue. 

RJ_Creating_Contract_Request_-_Producers_Module_-_Step_4.png

 

Step 5: Select the products the producer wishes to sell (one or more) and the states where they would like to be appointed by the carrier (one or more).  Please note ONLY the states where the producer is actively licensed will be listed. Select Next to continue. 

RJ_Creating_Contract_Request_-_Producers_Module_-_Step_5.png

 

Step 6: Select the Request Review button on the bottom of the page. Please note that you can fill out the hierarchy & commission information after the producer completes their contract review and signs the contracting forms. 

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Step 7: Select the Request Producer Review button to send the contract request to the producer. They will receive an email with a lilnk to the contract review. From there they can complete the contract review and apply their signature at the end of the review process.  

RJ_Creating_Contract_Request_-_Producers_Module_-_Step_7.png

 

 

Example Request Review Email Received by the Producer
Producer's who receive a request review email for a contract will receive an from the SuranceBay system with a link to the contract request waiting for their review. From here the producer will select the "Start Your Review at SureLC" button to access the pending contract. 

Contracting_-_Request_Review_Email_Example.png

 

Simplified Login 

From here the producer can enter the last 6 digits of their SSN + their DOB to start their contract review. 

Request_Review_Producer_Login_Screen.png


After producers complete their contract review and sign the paperwork your agency will get notified via email to make you aware the contract is ready to be reviewed and processed. Processed contracts will be listed in the WorkInbox and on the contracting requests tab within the producer profile. 

 

 

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