Training Materials
SureLC Onboard
SureLC for Producers: Training and Information
- SureLC - Logins & Passwords
- Producer Workflow -> New Producer Registration
- Producer Workflow -> Producer Profile Overview
- Producer Workflow -> How to Create a New Contract Request
- Producer Profile -> Doing Business As
- Producer Profile -> How to Add Banking Information
Why Is This Happening?
- Why does my producer get the "Unable to complete process" error when registering in SureLC?
- Why is it that I cannot change when License Renewal notifications go out to a specific producer?
- Why is there a Red Flag in the Reviewed column on my producers Appointments Page?
- When I process a contract, the forms don't display for me to preview.
- The "Download Forms" button is missing on the Carriers Tab.
- Producer cannot see entire SureLC screen.
SureLC Training Manuals/Overview Presentation
Preparing for SureLC Training
Video Tips, Tricks & General Info
- Storage Options
- Removing a document from a producers profile. (Archive)
- 2 Minute Trainings
- Overview of SureLC's Core Functionality [Video]
- Hierarchy & Commission - Basic Training [Video]
- Producer Signatures
SureLC Icons & Info Completion
- Producers module
- Registering a Producer in SureLC/Agency View
- Agency Setup
- Producer Profiles
- Appointment Requests Agency View
- Work Inbox
SureLC Agency Training Videos
- Agency Training: Legacy Work Inbox
- Agency Training: Producer Procedures
- Agency Training: New Agency Training.
- Agency Training: Sub Agency Access
- Agency Training: Configuring Your Agency Set-Up
- Agency Training: Managing Your Producer's Appointments Page