SureLC.com -> Quick Start Guide

Jim Friend -

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  

2. How to Login as an Agency Admin 

3. How to Send Producers your Agency's Registration Link 

4. How to Add a Producer 

5. How to Use the WorkInbox

 

 

 

 

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. 

New_Admin_Activation_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 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.com 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: Enter your admin email and password. Select Login to access SureLC as an agency admin.   

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_Landing_Page.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.  Next, select the Custom Link tab. Copy the link from the bottom of the page.  

Custom_Link.png

 

Step 2: Send the custom link to you producers, along with these helpful support articles: 

 

 

4. How to Add a Producer 

Step 1: Select the Producers page in the navigatin menu. From there, select the +Add Producer button.  

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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. 

Add_Producer_3.png

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. 

Add_Producer_4.png

Fore information about how producers can self-register with your agency Click Here

 

 

5. How to Use the WorkInbox

How to Create a Contract Request 

Step 1: Select WorkInbox in the navigation menu, then select +Create Request.  

WorkInbox_CR1.png

Step 2: Use the search field to locate the producer, then select the Create button. 

WorkInbox_CR2.png

Step 3:  Select the Carrier and the Request Type, then click Next

WorkInbox_CR3.png

Step 4: Select the Products and States, then click Next

WorkInbox_CR4.png

Step 5: Select the Request Review button at the bottom of the page. 

WorkInbox_CR5.png

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. 

WorkInbox_CR6.png


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. 

Work_Inbox_Example.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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