SureLC - Sub-Agencies and Affiliations Per Carrier
Published: Wed, 10/30/13
Have you ever had the need to limit the carrier selection for a particular group of agents? For example, you work with 50 carriers, but have a group of agents (based on their affiliation) who may only work with a subset of those carriers. Now, you have the ability to limit carrier availability based on producers' affiliation within SureLC.
Click on this following link to see how to do this: https://surancebay.zendesk.com/entries/22915975-Affiliations-Carriers
* Note - this is now available to all of our agency users - there is no cost to utilize this.
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NOW ANNOUNCING ... Sub-Agency Access
Does your agency work with "Sub-Agencies" that recruit producers? Would you like to provide these Sub-Agencies limited SureLC functionality allowing them to "piggy-back" off of your account?
Save your agency time while at the same time providing extra value to your recruiting agencies by setting up Sub-Agency Access for them.
Learn more by viewing our Sub-Agency Access video here: http://youtu.be/rZ9wpfT3kcM
For answers to FAQ's, click here: https://surancebay.zendesk.com/entries/22916301-Sub-Agency-Access-Info
For any other questions, please call us at 877-264-6888 or email us at support@surancebay.com.