I agree with Laura on this. We have various agencies that we work with and need to know where they came from. Some are not aware of how they should complete the contracting with some of them.
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Allow agents to write a note when registering and/or requesting an appointment
When agents register for SureLC, they currently select whether they are an individual or LOA agent, but can't indicate who they are affiliated with. Would it be possible to add a notes section, either for general notes, and/or specifically in the DBA section, where they could type in their affiliation? Obviously, we wouldn't want them to see a drop down list, but allowing for free form notes would preserve the privacy of everyone involved as well as allow us to obtain an additional level of important information from the agent during this process.
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Thank you for posting this and your feedback. While we're not planning on implementing the comments/notes feature, at least at this time, we do have a solution that will work to help resolve the DBA type, Affiliation, etc. Please contact SuranceBay Support Team at 877-264-6888 and someone from our team will be happy to assist with training in terms of how the desired outcome can be accomplished within SureLC.
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While providing notes isn't an option, click on the link that follows for how to create affiliation links for your agency: https://surancebay.zendesk.com/entries/46842814-Agency-Setup#Add Config
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