This article should help new SureLC agency admins get started with SureLC. Select an option below to learn about the related function or process.
1. New Agency Admin - Welcome Email
After being added to SureLC 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.
2. How to Login as an Agency Admin
Step 1: Open your web browser and then go to SureLC.com, this is the universal login page for ALL agency & affiillate agency admins. Please bookmark this web link for future access.
Step 2: Select the Secure Sign In button.
Step 3: Enter your login User ID Email and Password, then select Login to access your SureLC admin account.
Step 4: 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. 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. Next, select the Custom Link tab. Copy the link from the bottom of the page.
Step 2: Send the custom link to you producers, along with these helpful support videos & articles:
- How to Register for a SureLC Profile (video)
- How to Review and Update your Producer Profile (video)
- How to Create a New Contract Request
For suggestions about what to include with your invitation email please review the example below:
4. How to Add a Producer
Step 1: Select the Producers page in the navigatin menu. From there, select the +Add Producer button.
Step 2: Enter the producer's SSN, last name, and date of birth. Once located in the National Insurance Producer Registry database, a confirmation message will be shown. Please note ONLY licensed producers can be added.
Step 3: Enter the producer's email address twice. A cell number can be entered but is optional and is used for password recovery only. If required select an affiliation and enter the name of the producer's upline. You can uncheck "Send producer the password activation email" if your not ready to work with the producer or if you don't want them to have access to the SureLC web interface. However, if your agents will be managing their own SureLC profiles you'll want to leave the check box selected. Finally, select Create Account to finish.
Fore information about how producers can self-register with your agency Click Here.
5. How to Use the Work Inbox
How to Create a Contract Request
Step 1: Select WorkInbox in the navigation menu, then select +Create Request.
Step 2: Use the search field to locate the producer, then select the Create button.
Step 3: Select the Carrier and the Request Type, then click Next.
Step 4: Select the Products and States, then click Next.
Step 5: Select the Request Review button at the bottom of the page.
Step 6: Select the Request Producer Review button. This will create the carrier contract and send an email to the producer with a secure link to the request.
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 Kraig Williams for Banner Life. This contract is ready to be reviewed and processed.
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 Work Inbox click here.