This article should help new SureLC One agency admins get started with SureLC One. Select an option below to learn about the related function or process.
1. New Agency Admin Welcome Email
2. How to Login as an Agency Admin
3. Registering your Agency Principal
4. How to Invite Producers to Self-Register with Your Agency
5. New Producer Self-Registration Process
6. How to Send a New Carrier Contract Request to a Producer
7. Work Inbox - Contract Reviews & Processing
8. How to Add Additional Admins
For the complete list of SureLC One support articles, you can click here.
1. New Agency Admin - Welcome Email
After being added to SureLC One as an admin, you'll receive a welcome email (as shown below). Locate the email, select the "CLICK HERE" link, and follow the prompts to activate your account and set your password. If you haven't received a welcome email, check your spam folder or contact your office manager.
Please note: After successfully creating a password and reviewing and accepting the SuranceBay SaaS & Terms of Use policies, you'll be automatically logged in to SureLC One for the first time. Once logged in, please bookmark the webpage and save your login credentials for future use.
2. How to Log in as an Agency Admin
Step 1: Open your web browser and go to SureLC.com. Next, select the Secure Sign In button.
Step 2: Once at the SureLC login page, enter your admin email and password. Select login to access SureLC One.
Step 3: Once logged in, you'll start on the Producers page (as shown below). This is where producer profiles are managed. Use the menu on the left to navigate through the system.
For more information about the producers page click here.
3. Registering your Agency Principal
You'll need to register your agency's principal signing officer as a producer in SureLC to set them up as a principal. This is important because you'll need to be able to apply their signature to the carrier contracting paperwork when required. To register your agency's signing officer and to set them up as a principal, do the following:
Step 1: Log in to SureLC, and then go to the Producers page.
Step 2: Select "Add Producer" on the top right.
Step 3: Enter the required information for your agency principal and then select "Create Account" at the bottom of the page.
Step 4: After adding the information, select "Go To Producer Profile" in the registration completed window. This will open the producer profile.
Step 5: Select the Signature tab. Check whether the SuranceBay signature authorization form has already been signed and is on file. If so, great, go to step 6. If not, you can download a copy of the form or email it to your principal for them to review and sign. Once signed, you'll need to upload the signed signature authorization form to the Signature tab.
Step 6: Next, go to the DBA tab and update the DBA settings for the principal. Since they will be set up as the principal signing officer for your agency, you'll need to select Business as the DBA type and then enter the required information (your agency's EIN and their title). Finally, select "Retrieve from NIPR" to complete the DBA setup.
Step 7: Once the principals' producer profile has been added and configured. Go to Agency Settings and select the Principals tab.
Step 8: Locate your agency principal signing officer in the right pane and then select the + button next to their name to add them to the Principals list. If you have more than one principal signing officer, repeat this process for each additional principal.
Please note: Principals are the top-level signing officers for your agency. Principal signatures will be available in the "Signatures" section on the last step of the contract review. They should be placed at the desired level BEFORE processing new carrier contract requests.
4. How to Invite Producers to Self-Register with your Agency
Step 1: Obtain a copy of your agency's dedicated weblink by selecting Agency Settings (gear icon) on the navigation menu. Copy the link from the bottom of the General Info page.
Draft an email invitation for your agents to register for a new SureLC account. The instructions MUST include your agency's dedicated weblink. Here is an example of what the invitation email should look like (feel free to copy it and modify by adding your agency name and custom link!):
New-Producer-Self-Registration-Email-Template-Example
In addition to the weblink, we recommend that you include the following two additional links from our support site:
5. New Producer Self-Registration Process
Step 1: New agents will use your agency's dedicated weblink to register for a new SureLC account. To start the process, they'll select the REGISTER NEW ACCOUNT link at the bottom of the web page.
Step 2: Next, agents will enter the required information (SSN, last name, and DOB). The data will be validated with NIPR. Once located, their email address will be entered twice to create their new SureLC account. This email will serve as both their login user ID and the channel for communications from the SureLC system.
Step 3: Newly registered producers will receive a welcome email from setup@surancebay.com (as shown below). A link is provided in the email to activate their account and set a password.
Please note: Once the account password is saved, new agents will automatically log in to their accounts. From there, they can review and update their account information and submit a new carrier contract request.
6. How to Send a New Carrier Contract Request to a Producer
Once your producers are registered under your agency account, you can create new carrier contract requests for their review and signature. This is done from the Contracting Requests page of the producer's profile. To create a new carrier contract, select the "Create Request" button.
Next, on steps 1 and 2, you'll need to select the Carrier, Request type, states, and products. Then, on step 3 (the hierarchy & commissions step), select the "Request Review" button at the bottom of the page. You don't need to add the hierarchy & commission information now; you'll be able to add it later during the contract review. Next, select "Request Producer Review" to create the contract request.
Once a contract request has been created, the producer will receive an email with a request summary and a button to initiate the contract review process.
Please note that pending contract requests will also be listed in the Producer UI under the "Contracting/Requests" section of the producer profile for the producers that self-registered. To learn how to create and send a new carrier contract request to your producers, Click Here.
7. Work Inbox - Contract Reviews & Processing
When your agents submit new contract requests, your agency will be notified via email. These contract requests will be listed in the Work Inbox for your review and processing. To access the Work Inbox, select the monitor icon on the top left of the navigation menu. The Work Inbox is used to manage, review, and process your pending carrier contract requests.
To send a contract request to the carrier, you will need to review and process the request. In the following example, Rhonda Jenkins submitted a new contract request, which is ready for review and processing.
Contract Request Reviews
To initiate a contract review, select any producer's name. This will open the contract request.
During the contract review, you'll be guided through a series of steps to review the information provided by your producer. Review the information for each step to ensure it's in good order before proceeding to the next. During the review, you'll be able to add hierarchy & commission information, as well as signatures.
After reviewing ALL of the information provided and adding the desired hierarchy and commission information to the contract request, if everything is in good order, select "Process" at the bottom right of the Documents step to send the request to the carrier for their review.
If you would like more information on using the Work Inbox, please click here.
8. How to Add Additional Admins
If you are set up as an agency manager and would like to learn how to add more administrators to your SureLC One account, click here.
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