This week, SuranceBay is brining you some intermediate/advanced
SureLCTM usage tips.
1.
Have a group of producers who should only have access to a subset of all the carriers you do business with? SureLC
TM makes it easy to restrict carriers by producer Affiliation.
Read More.
2.
Using Affiliations and want to automatically assign a Hierarchy and Commission schedule to a producer Appointment Request when processing? This too can be handled in SureLC
TM.
Read More.
3.
Need an easy way track the progress of Appointment Requests? SureLC
TM gathers all of your Open Appointment Requests in one place. It's called the
Work Inbox.
Read More.
That's all for this week. Look for more SureLCTM Top Tips coming to an e-mail inbox near you.
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