SureLC One -> Quick Start Guide

Jim Friend -

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. How to Send Producers your Agency's Registration Link 

4. New Producer Self-Registration Process  

5. Work Inbox - Contract Review & Processing 

 

 

 

 

 

 

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 and select the CLICK HERE link to activate your account and to create your account password. If you haven't received a welcome email check your spam folder or contact your office manager. 

Admin_Welcome_Email.png

Please note: After successfully creating a password and reviewing and accepting the SuranceBay SaaS & Terms of Use policies you'll be logged into SureLC One for the first time automatically. Once logged in, please bookmark the webpage and save your login credentials for future use.  

 

 

2. How to Login as an Agency Admin 

Step 1: Open your web browser and load the SureLC One for Agencies web link. If you don't know the weblink please contact your office manager or SuranceBay support at 877-264-6888 or support@surancebay.com for assistance. 

Step 2: Once at the SureLC For Agencies login page, enter your admin email and password. Select login to access SureLC One.  

SureLC_One_for_Agencies_Login_Page.png

 

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. 

Producers_Screen_-_basic.png

For more information about the producers page click here.  

 

 

 

3. 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.  

Agency_Settings_-_Dedicated_Weblink.png

Step 2: Draft an email communication that you'll use to send to your agents to invite them to register for a new SureLC account. The instructions MUST include your agency's dedicated weblink. In addition to the weblink we recommend that you include the following two additional links from our support site:   

 

 

 

4. 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.  

New_Producer_Registration.png

Step 2: Next, agents will enter the required information (SSN, last name, and DOB). The information will be validated with NIPR. Once located, their email address will be entered twice to create their new SureLC account. This email will be used as both their login user id email and is where they will receive communications from the SureLC system.   

New_Producer_Registration_Page_-_Filled.png

Step 3: Newly registered producers will receive a welcome email from setup@surancebay.com (as shown below). A link is provided within the email that will be used to activate their account and to create an account password.  

New_Producer_Account_Activation_Email.png

Please Note: Once the account password is saved, new agents will be logged into their accounts automatically. From there they can review and update their account information and submit a new carrier contract request.  

 

 

5. Work Inbox - Contract Reviews & Processing 

When new contract requests are submitted by your agents, your agency will be notified via email. These new contract requests will  show up in the WorkInbox. To access the WorkInbox select the monitor icon on the top left of the navigation menu. The WorkInbox will be used to manage, review, and process your carrier contract requests. In the following example, a new contract request was submitted by Rhonda Jenkins and is ready to be reviewed and processed. 

Work_Inbox_-_step_1.png

To start a contract review select the producer name on the contract row. This will open the contract request. Once opened you'll be able to review everything that was selected by your agent. Review the information on each step and click next to move on to the next step. During the contract review you'll be able to add hierarchy & commission information and signatures before processing the contract request to send it on to the carrier. For more information about how to use the WorkInbox click here

 

 

 

 

 

 

 

 

 

 

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