APRIL 2017 TECH TALK.

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Presentation transcript:

APRIL 2017 TECH TALK

On the Call Brandon Hall Sarah Molitor Christy Gass Chief Information Officer bhall@firstheartland.com 636.695.2820 Sarah Molitor Training & Communication Specialist smolitor@firstheartland.com licensing@firstheartland.com 636.695.2894 Christy Gass Licensing & Contracting Specialist licensing@firstheartland.com 636.695.2819

Objective Advisors will be able to ensure their personal and licensing information is up to date. streamline their appointment process by requesting carrier appointments themselves.

Agenda What is SureLC? Benefits of SureLC How to get access to SureLC How to update information How to request appointments

What is SureLC? A multicarrier contracting automation system Insurance carriers all want same information (demographics,, answers on background questions, banking and licensing information etc) Complete your profile once and the information automatically populates multiple carriers’ forms when you request carrier appointments. With SurelC, you upload your information once and update when needed whenever you need to be contracted with a carrier. SureLC automatically populates every carrier’s contracting paperwork for you. This means no more filling out mountains of paperwork in order to write business. A multicarrier contracting automation system. From a high level overview insurance carriers are all looking for the same information from producer, they just want that information on their paper, like demographic details, licensing information details, answers on background questions, banking information etc. With SureLC the producer’s profile is completed once and the information is used to populate multiple carriers forms when contracts are requested.

How Do I get Access to SureLC? Send request to licensing@firstheartland.com Call Christy or Sarah Christy Gass Licensing & Contracting Specialist licensing@firstheartland.com 636.695.2819 Sarah Molitor Training & Communication Specialist smolitor@firstheartland.com licensing@firstheartland.com 636.695.2894

What’s the difference? Advisor wants a new Carrier Appointment…. Previously Using SureLC Send request to FHC Licensing FHC Licensing sends you a link Advisor completes link FHC Licensing receives notification FHC Licensing processes request Advisor requests appointment, answers additional questions, confirm paperwork (all in one step) FHC Licensing receives notification FHC Licensing processes request

Video Click Here This complete 13 minute overview shows the steps involved in registering in SureLC, completing your contracting profile and requesting an appointment. (2:45 – 10:22, 12:00)

Questions?