For Agencies

Use the power of the industry’s leading licensing and contracting automation system to streamline agent onboarding and merge business process workflows on a single platform.
Schedule live demo
Licensing & Contracting

Stop wasting valuable time and capital and opt for the nation’s #1 choice in licensing & contracting automation.

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving users an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers.

Why you need it

Carriers all ask for the same information on prospective producers: demographic info, licenses, background questions, E&O insurance details, etc.

SureLC™ For BGAs SuranceBay Videos With SureLC™, it takes a producer less than 7 minutes, on average, to input this information. The producer is then ready to request carrier-contracting paperwork for any of the 460+ different carriers that SureLC™ supports, and your agency is able to process a complete set of paperwork in two minutes or less. Approved producers can use this portal to submit changes giving you the most up-to-date information on hand at all times.

What’s more: SureLC™ helps you recruit and retain more producers with quick and easy onboarding.

Benefits and Features
  • NIPR integration: No need to collect copies of state licenses
  • Background screenings available: Credit, criminal, and vectorOne
  • ClearCert integration: To track Annuity and LTC CE Certification
  • Automatic updating: We handle updating of all carrier contracting paperwork
  • Imaging: Optical Character Recognition and Image Recognition Integration enable uploaded documents to be recognized and auto-sorted in a matter of seconds
  • Transmittals: SureLC™ includes all requisite transmittal forms for each carrier
  • Multiple hierarchies: Ability to set up and store hierarchies on a per carrier basis
  • Direct integration with top carriers
  • 100% paperless 
e-Signature support