Especially since we do NOT work with Variable products, we do NOT want agents confused, thinking we do.
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Limitation of Product Lines displayed
We would like the ability for our agency, on a carrier by carrier basis, to display to producer's only those product lines that we offer.
For example, we don't want one of our producers selecting MedSupplements for a carrier that we are not contracted to sell MedSupplements for. It creates a problem when the producer selects the product line with our agency upon submitting their appointment request ... because then we have to call the agent and tell them that we don't offer this product line with this carrier.
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This is a feature we are waiting for as well. As a broker-dealer, our producers just require variable annuity and variable life contracting. Our agreements with most of the carriers are limited to these lines of business. We want our producers to have access to the lines that we want to display for a specific carrier to avoid confusion.
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RM #3823 - this is planned and in the works.
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With the new release of SureLC on 12/1/2014, this functionality now exists. Please visit Agency Setup > Carriers and make your selections.
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