SureLC producer profile overview

After logging in to the application through Single Sign-On (SSO) from the Gen3 portal, you're first taken to the My Profile/Contact Info page.  The navigation menu on the left allows you to access the various pages that make up your SureLC profile and perform other actions, such as creating new carrier contracting requests.

Table of Contents

• Navigation Menu
• Profile and Contracting Notices
• User Menu

Navigation Menu

The menu comprises two main sections, My Profile and Contracting, plus the Utils & Help & Support pages.  My Profile and its related pages contain personal information about the you, background information, banking info, licenses, and more.

The Contracting section at the bottom of the menu is where you can submit new contracting requests, check the status of outstanding requests, and view any existing carrier contracts.  Please refer to the table below for more information about each page.

Select Utils to check for E-App integrations which are accessible from SureLC.  

Go to the Help & Support page to learn more about how to use your SureLC profile. 

Please note: You should review the information shown on ALL of the pages in your SureLC profile to verify the information is correct and up to date.  Failure to do so may result in delays or rejection of contracting requests.

	The Contact Info page is the starting point when you log in to SureLC. The producer's last name, SSN, NPN, and DOB are imported directly from the your PDB report at NIPR and are not editable.
	The Doing Business As page specifies your DBA type. This setting determines which forms are required for new carrier contracting requests and how your commissions will be paid. Click Here for more information about the Doing Business As page.
	The Firm page only shows when you're doing business as a "Business Entity." It shows the Firm's information specified on the Doing Business As page.
	Your banking information is added on the Bank Info page. Bank routing and account numbers MUST be added for producers who are doing business as Individuals or Business Entities. Please note that for License-Only Agents (aka 'Solicitors'), this page will not be shown.
	The Licenses page shows your state licenses by status (Active or Inactive). This information is imported from NIPR and updated regularly. Producers may purchase or renew state licenses right from SureLC! An additional processing fee applies vs using NIPR.com.
	The FINRA page is where you indicates whether you are a registered representative with FINRA or not. If yes, SureLC will attempt to automatically import your CRD#, Broker Dealer information, and other FINRA-related details such as State Registrations, Exams, Disclosures, etc.
	The Questions page contains some of the most common background questions carriers ask. You must answer ALL background questions before you can submit new carrier contract requests. ALL new carrier contract requests include background questions and answers when required.
	The History page is where you can provide the last seven years of employment and resident address history. Please note this information is optional.
	The CE & Training page is where you provide proof of current Anti-Money Laundering, Annuity State, LTC State, and AHIP Medicare training certification to agencies & carriers. Click Here for more information on how to use this page.
	The E&O Insurance page is where you add your existing E&O policy information or purchase new E&O coverage.
	You MUST review and sign SuranceBay's signature authorization form on the Signature page before creating new carrier contracting requests. Use this page to access the form and/or to create a digital signature on-screen.
	The Profile Documents page contains ALL the documents uploaded to your producer profile. For example, AML certificates, E&O declaration pages, voided checks, signature authorizations, and more can be found here. Click Here for more details.
	The Contracting Requests page is where you can create and submit new carrier contracting requests to Gen3 and/or check the status of outstanding requests. Click Here for more details.
	The Carrier Contracts page shows your carrier contracts completed through SureLC. Click here for more details.
	Visit the Help & Support page to see Gen3's contact information and access support and training materials in SureLC's Help Center.

Profile and Contracting Notices

Certain information is required for you to create and submit a contracting request to Gen3. SureLC displays yellow and/or red notices indicating what information is necessary when this information is missing. These appear as dots on the menu and as full-text notices on each relevant page.

Yellow dots/notices indicate which pages contain information necessary to submit contracting requests to Gen3/the carrier but will not prevent the you from creating a request. Some of this information can be provided during the submission process.
Red dots/notices indicate which pages are missing information required BEFORE you can create a new contracting request.

Note: When the notice includes a FIX button, you can click on it to be taken to the page where you can add or correct the information.

User Menu

Click the circle in the top right corner of the application to open the User Menu.  This menu contains:

• Information about the logged-in user (you)
• A link to Sign out of SureLC
• Gen3's contact information