Some gifts for you ahead of the holiday.
1.
Work Inbox
- New tutorial video all about how to use the Work Inbox in SureLC.
- Hint: It's a perfect way to view your workflow. It provides a means of tracking processing contracts to help organize the various stages and follow-up with the carrier and Producer.
- Click HERE for the tutorial video.
2. Producer Training
- Two new videos that will help guide your producers as they use SureLC to create their profile and request carrier appointments.
- Hint: place these videos on your website and/or include web links in any initial
correspondences with first time users of SureLC.
- Click HERE for both a long and short version of our SureLC Producer Training Videos.
3. Agency
Training
- Did you know that most of the SureLC screens you see include a tutorial video that will guide you on what to do on that screen?
- Hint: Simply click on the "?" icon along the top of that screen.
We invite you to forward this message to any of your team members as needed - in case they're not on our
email distribution list(s) and look for more SureLC Top Tips coming to an inbox near you.
