Save precious time by working with an agency subscribing to the nation’s #1 choice in licensing & contracting automation.
Let’s say you need to send someone a payment. Are you going to sit down, make out a check, and send it on its way in a stamped, addressed envelope? Of course not. Because it’s 2019 and it’s easier to log in to your online bank account and digitally send the payment. The same is true for licensing and contracting.
Why take the old, outdated, onerous route, when our technology can spare you the time and hassle?
SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving producers and agencies 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.
With SureLC™, it takes a producer an average of 7 minutes to input this information. The producer is then ready to request carrier-contracting paperwork for any of the 460+ different carriers that SureLC™ supports. Approved producers can then use this portal to submit changes, making sure agencies have your most up-to-date information on hand at all times.
Benefits and Features
- Saves you time by auto-populating your information from third-party sources such as:
- NIPR
- LIMRA
- ClearCert
- State Licenses
- Comprehensive transmittals: Includes all requisite transmittal forms for each carrier
- Automatic updating of all carrier contracting paperwork
- Imaging: Optical character recognition and image recognition enabling uploaded documents to be recognized and auto-sorted in a matter of seconds
- 100% paperless
e-Signature support
Login instructions are in THIS SUPPORT ARTICLE at the SureLC Help Desk.
An intelligent database of carriers’ most up-to-date forms made quickly and easily accessible to you when you need them.
With SureForms, carriers provide us with their contracting, new business, and policy owner service forms – and subsequent updates – and we make them available with an intelligent search system to give producers the exact forms they need.
Why you need it
SureForms saves you time by streamlining the process of getting the correct and most up-to-date forms to you and, in turn, ensuring the proper forms are distributed and returned.
Features
With SureForms’ intelligent search capability, you’re presented with the exact forms needed rather than having to comb through a host of forms you might need. This expedites the entire process so you can complete and submit more applications in less time.
Seamlessly track commissions from start to finish.
Integrated within SureApp, SureComp provides intelligent commission reconciliation, using commission and hierarchy details to support users in tracking commission expectations and when used along with SureAMS [link to SureAMS tab here], it seamlessly settles discrepancies to ensure proper payments are administered.
Available 2017. More details will be made available as this service approaches its release date.
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