SureLC: Top Tips

Published: Thu, 02/11/16

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Hi ,
Do you know about SuranceBay's Help Center? 
  • Our Help Center is a one stop shop for all things related to the use of SureLCTM.     
Additionally, we've added some new articles to the Help Center you might find useful. 
  • Did a producer change his/her last name, but the change is not reflected in their SureLCTM profile?
    • Click HERE to find out how to make that change. 
  • There have been some changes when it comes to the carrier Stonebridge and it's takeover by Transamerica
    • For more information about that and how it affects the use of these carriers in SureLCTM, click HERE
  • Finally, need a training manual for your producers? We've got one for you. You can use as is, or pick and choose what you need and perhaps put together your own producer training manual. To take a look, click HERE
    • Keep in Mind: While we provide this information, SuranceBay does not provide direct support to producers. Producers should contact your agency with any questions they have. 
One more Top Tip for you, then we'll be done. 
  • When looking at a producers NIPR Tab, you can only see the last 4 digits of his/her Social Security Number. But what if you need to see the entire number for some reason? Not to worry, if you click on SSN, the field will open and you will be able to see all 9 digits of the producers SSN as needed. And when we say "click on SSN," we mean click on the text SSN right above the actual Social Security Number field. See below. Give it a try!
That's all for this week. Look for more SureLCTM Top Tips coming to an inbox near you. 

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).

Thank you,
SuranceBay

phone: 877-264-6888


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