Official comment
This feature is now available for any agencies who request it. Please contact support@surancebay.com if you'd like us to enable the DL # to be a required field.
Suggestion:
Have the driver’s license box on the agent’s NIPR page highlighted red and made a mandatory field. When this information is left off, it slows down contracting.
Roma Rusk
Agent On-boarding Specialist
Empower Brokerage
This feature is now available for any agencies who request it. Please contact support@surancebay.com if you'd like us to enable the DL # to be a required field.
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We don't need the driver's license box for the carriers we use so I would rather this be an option under validation rules to set up as a mandatory field if it is wanted by an agency. Like the E&O & AML .
We are planning to add a validation rule that will allow each agency to designate whether the DL #, state, and/or expiration date are required for a producer to request an appointment.
pending RM7971