SureLC Issue Notice - "Missing E&O policy info" error

Published: Mon, 07/31/17

SuranceBay Logo SuranceBay on Twitter SuranceBay on Facebook SuranceBay on Linkedin
Hi ,
SureLC is currently experiencing an issue that causes the Missing E&O policy info error to be displayed on each producer card within the Info & Appointments view.  If the producer has a currently active E&O policy in his/her SureLC profile then this error message is inaccurate.

There is a work-around that will clear this error:

Open the producer's profile and go to the SCAN tab.  At that point the E&O certificate will be linked to the producer's E&O policy, if it is currently active.  This action clears the error and will allow you to initiate appointment requests for the producer.

If the E&O policy is NOT currently active then the E&O certificate will have been archived and you will need to enter current E&O policy info and upload a current certificate.

We are investigating the cause of this erroneous message and will communicate any updates as they become available.  Thank you for your patience as we work to resolve this issue.

Thank you,
SuranceBay Support Team

support@surancebay.com


Frequently Asked Q's

2 Minute Trainings

Live WebEx Trg. Calendar

Email Distribution Lists