General Information - Feature Requests
Ideas and requests for new features. Suggest ideas. Vote for the best. See what's planned.
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Saving Contract Form Selections by Carrier
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ONE Email sent to Agency when a producer signs up for multiple carriers
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New agents using the website links
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Add Medicare Advantage and Part D Products to Product Selections
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Allow agents to write a note when registering and/or requesting an appointment
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Create a note section or description for each carrier - client specific
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Have a feature under the Carrier Section on the Admin side to pull copy individual Carrier Comp Schedules by the Schedule we build to review for Accuracy without having to request appointments under agents
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Itemized Listing of charges especially license renewals and purchases
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License Listing - Quick print full list
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Email Notifications to General Agency (GA) when a Producer (Agent) Registers
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Reporting capability for production on each user
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Sending agent invite to alternate email
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Multiple EFT change requests
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Integrate STATE required training in SureLC
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Address changes at the Carriers
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Limitation of Product Lines displayed