How to Request an Appointment - Ready
Contents
1. 4 1 1 4 Step 4 Preview amp Confirm 1 2 2 0 2 1 2 2 2 3 Certain Carriers require you to PREVIEW the forms prior to applying your signature If you see the PREVIEW button below you ll need to select it and review the contracting forms Preview e Scroll through and review the pagesto the bottom of the file e Select the CONFIRM Apply my Signature button a Confirm Apply My Signature e A successful request will show the following notice Success Thank you for your appointment request It has been submitted and received by our contracting department You will be notified if anything further is needed oK Requesting Appointments Outside of SureLC If you prefer not to use SureLC to submit contracting requests contact yourMarketing Organizationto get paper contract copies to be completed manually e Send your Marketing Organization an email e Call your Marketing Organization directly e Submit new business to your Marketing Organization which will prompt them to process appointment paperwork if you are not contracted with the carrier non pre appointment states only TROUBLESHOOTING AND FREQUENTLY ASKED QUESTIONS Producer Training Video Click herefor a full length demo for how to set up your profile and submit appointment requests Printing Problem SureLC requires that you have Adobe Reader version 9 2 or higher Click here to install the most recent version of Adobe Reader2. Viewing SureLC To best view SureLC set your monitor s resolution to 1280 x 800 If you have any additional problems and or questions contact your Marketing Organization for support 2013 SuranceBay L L C 5 SURANCE BAY INSURANCE SIMPLIFIED SuranceBay LLC All rights reserved SuranceBay the SuranceBay logo SureLC SureOffice SureApp SureMail SureLeads and SureBiz are trademarks ofSurancebay LLC Adobe and Acrobat are trademarks or registered trademarks Adobe Systems Incorporated in the U S and or other countries Other company and product names mentioned herein may be trademarks of their respective companies Mention of third party products is for informational purposes only and constitutes neither an endorsement nor a recommendation SuranceBay assumes no responsibility with regard to the performance or use of these products All understandings agreements or warranties if any take place directly between the vendors and the prospective users Every effort has been made to ensure that the information in this manual is accurate SuranceBay is not responsible for printing or clerical errors 2013 SuranceBay L L C
3. SURANCE BAY INSURANCE SIMPLIFIED SureLC Version 2 0 Requesting an Appointment Web Version Revision June 15 2013 Table of Contents Table of Contents 1 0 REQUESTING A CARRIER APPOINTMENT 1 1 REQUESTING APPOINTMENTS 1 1 1 STEP 1 CARRIER AND REQUEST TYPE 1 1 2 STEP 2 STATE S AND PRODUCT S 1 1 3 STEP 3 CARRIER SPECIFIC QUESTIONS 1 1 4 STEP 4 PREVIEW amp CONFIRM 1 2 REQUESTING APPOINTMENTS OUTSIDE OF SURELC 2 0 TROUBLESHOOTING AND FREQUENTLY ASKED QUESTIONS 2 1 PRODUCER TRAINING VIDEO 2 2 PRINTING PROBLEM 2 3 VIEWING SURELC 2013 SuranceBay L L C un BBW WwW W ui ul ul jul 1 0 REQUESTING A CARRIER APPOINTMENT After your profile has been set up in SureLC you can request contracting paperwork with any carrier 1 1 Requesting Appointments e Click on REQUEST APPOINTMENT in the My Info section Back t ROBERT MORTON s INFO Previous Next al Request Appointment e OR Click on the MY APPOINTMENTS Icon on the SureLC Desktop e Click on the REQUEST APPOINTMENT button to begin the appointment request process c3 Quit Next Carrier selection L Baltimore Life Ins Co Contract C Bankers Life Ins Co on i Add State you ny reauest EZ Banner Lite insurance Company E A ERIRE BAE C HealthSpring OfAlabama Inc carrier at a tim fet Pa es ouau ent E Ubeny Bankers Lte ms Co _ request for this carrier C Savings Bank Life Ins C
4. o Of Massachusetts The _ Transfer then you may request additional carriers Hierarchy Then click on REQUEST TYPE you want to make Select NEXT afterwards 2013 SuranceBay L L C 1 1 2 Step 2 State s and Product s v Home t Appointment Request States amp Counties Step 2 of 4 Previous Next Request Contract for Licensed St selectatstates Products Company Variable Life Step 2 EA di BEd Set rete Variable Annuity Long Term Care Fixed Annuity Disability Accident and Sickness Med Supplements P amp C HOHOEBOUROOOo 1 1 3 Step 3 Carrier Specific Questions wi Home Appointment Request Miscellaneo Quit Previous Submit Banner Life Insuranc MaMa Transacionamountimii s50 Ranner Life Insurance Minimum Transaction Amount min 50 Company to sell Fixed A a a OO Y Life in Florida and _ Daily EFT required aks dea Weekly EFT required step 3 Commission Payment Frequency _ Standard 3 times per month O Bi weekly 26 times per year IO Monthly 1 Required questions are highlighted in RED e Select the SUBMIT Button Submit io e A successful request will show the following notice Success Thank you for your appointment request It has been submitted and received by our contracting department You will be notified if anything further is needed ox 2013 SuranceBay L L C
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