Training Materials
SureLC for Producers: Training and Information
- SureLC - Logins & Passwords
- Producers with Multiple Profiles in SureLC
- Producer Workflow -> New Producer Registration
- Producer Workflow -> Producer Profile Overview
- Producer Workflow -> How to Create a New Contract Request
- Producer Workflow -> How to Check the Status of Contracting Requests
SureLC One
- SureLC One -> Quick Start Guide
- SureLC One -> How to Login as an Agency Admin
- SureLC One -> Producer Registration
- SureLC One -> How to use the Producers Page
- SureLC One -> How to Send a Contract Request to a Producer
- SureLC One -> How to Reset a Producer Password
SureLC Onboard
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
- SureLC Training - Producer Registration Instructions Email Example
- SureLC -> How to use the "Can Invite Downlines" Feature
- SureLC - How to use the Training Tab
- Adding AML courses on the new Training tab.
- SureLC Agency Training Manual
- SureLC Producer Training Manual
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
- SureLC -> How to Send a Carrier Contract Request to a Producer
- Producers module
- Registering a Producer in SureLC/Agency View
- Agency Setup
- Producer Profiles
- Appointment Requests Agency View
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