SureLC.com Agency Training
The following articles are for Agency users ONLY.
- Intro Webinar
- Quick Start Guide
- How to Login
- How to use the Producers Page
- How to Update a Producer's Last Name and/or DOB
- How to use the Work Inbox
- How to Manage Firms
- How to Access and Run Web Reports
- How to use Fastlane
- Agency Settings
- How to Manage Contact Information
- Affiliations
- Affiliate Agencies
- Admins
- Carriers
- Carrier Alias - Change Carrier Naming Convention
- Schedule Setting Placeholders
- Carrier Rules (Override Feature)
- Producer Contracts Tab
- Dashboard
- How to Setup Group E&O Policies
- How to use the "Can Invite Downlines" Feature