SureLC New Feature - Upline Invitations!

Published: Fri, 05/20/22

Hello, !

FREE UP MORE TIME WITH THIS

FREE UPGRADE

Available beginning June 15, 2022

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Upline Invitations Are Coming To SureLC

Empower your producers with a new tool in SureLC that helps build their business and yours. Upline Invitations give your producers the ability to invite their downlines to create a SureLC profile, including the time-saving option to pre-select one or more carriers for their downline's profile. Contracting requests for these pre-selected carriers will be automatically created for the downline to review when they activate their SureLC profile!

You're In Control - Enable Invitations Per Producer

Which producers have the Upline Invitations feature available to them is completely up to you. On each producer's DBA tab there will be a checkbox named "Can invite downlines". Checking this box will turn on the feature for that producer.

Producers Create & Track Their Downline Invitations

Any producer using the feature will be able to create a custom invitation per downline, as well as track whether the downline has accepted the invitation and created their SureLC profile.

Full suite of options for upline producers to create custom invitations.

BE FIRST IN LINE

Hit the button below to request that this great new feature be activated

for your agency's SureLC account on the day it becomes available.

JOIN THE REQUEST LIST