Hi ,
I've personally received multiple phone calls in the past couple of weeks
on items that may benefit your agency to learn about. - "I'm a recruiting agency working with BGA [x] who uses your system. My BGA works with 25 carriers but I only work with 10 of those 25 carriers. My producers often request appointments for carriers outside of the allowable 10. Can you help me?"
- If your agency experiences this dilemma, consider using the "Set Affiliation" Option within Agency Setup > Carriers. Click here to view a quick video tutorial on how to do this if you are unsure (or call us! - happy to help).
- "My agency has an upline agency between myself and the carrier, can I use SureLC for these carriers and if so, how?" Or, an alternative version is "I have downline agencies using SureLC where my agency
is their upline, how can we both use SureLC most effectively?"
- Some information is available here, but I'm hosting a 30 minute training session on Thursday, 4/21 @ 1:00 PM eastern time to review this in more detail. CLICK HERE to register, and invite your downlines/uplines to join as well!
BONUS - 15 new business eApps have been completed 100% electronically and
submitted to Banner Life in the past 2 weeks! Banner has reported these apps are 100% in good order, while the BGA reported 600% productivity increase! While still in beta, SuranceBay is excited about extending our multi-carrier quoting and Drop-Ticket | App solution for our users ( SureNB). Contact us to learn
more!
Best regards - Brian Morton |
Thank you,
SuranceBay
phone: 877-264-6888
|
