Answers to FAQ's

• Understanding Agency L&C Setup > Validation Rules
• Why does it say "Errors Detected - Carrier Submissions Are Unavailable"?
• What are some of the recent enhancements added to SureLC?
• Producer Profile Information Shared Between Agencies
• Can I still use SureLC if I run my business through an up-line?
• What Does the Producer See When I Request Review?

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Glossary

• Glossary of Terms Used by SuranceBay

Producer Setup Packet

• Producer Setup Packet

Email Distribution Lists

• BGA Email Signup
• Sub Agency Email Signup
• Carrier Forms Update
• Marketing Email Sign-Up
• E-Mail Distribution List Archives

SureLC Web

• Producer Training Video SureLC Web 3.0 V.2
• Differences Between SureLC-Web and SureLC-Desktop

Sub-Agencies

• Sub-Agency Info for SureLC

Policy on L&C Forms

• SuranceBay's Policy on L&C Forms

Release Notes

• Release Date: June 8, 2019 (App Version 3.147.488)
• Release Date: January 16, 2019 (App Version 3.133.897)
• Release Date: August 24, 2018 (App Version 3.133.656)
• Release Date: June 22, 2018 (App Version 3.133.375)
• Release Date: June 8, 2018 (App Version TBD)
• Release Date: May 18, 2018 (App Version 3.133.315)

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How Do I ...

• Change/Add a Payment Method
• Crop Signature
• Carrier Appointments - How to Change Status or Discard a Record
• Purchase NEW or RENEW Existing E&O Policy Through CalSurance?
• Primary Carrier
• Carrier Alias - Change Carrier Naming Convention

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Integration Partners

• E&O Insurance - CalSurance with Everest Indemnity Insurance Company
• Background Screenings - VectorOne, Credit, Criminal
• Apis Productions - Website Design & Development
• Carriers that SureLC is Integrated With
• iPipeline - AgencyIntegrator (AI)
• Ebix - Smart Office (SO)

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