1. APRIL 2017 TECH TALK

2. On the Call Brandon Hall Sarah Molitor Christy Gass
Chief Information Officer
Sarah Molitor
Training & Communication Specialist
Christy Gass
Licensing & Contracting Specialist

3. 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.

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

5. 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.

6. How Do I get Access to SureLC?
Send request to
Call Christy or Sarah
Christy Gass
Licensing & Contracting Specialist
Sarah Molitor
Training & Communication Specialist

7. 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

8. 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)

9. Questions?