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SureLC
Carriers that need a SureLC form first show it inside the contract request, before anything is submitted.
- Connects by
- Links inside contract requests
- Set up by
- Agency admin sets the links; producers follow them
- In Vora
- Requests, then Request a contract
What it does in Vora
- Shows a Required before submitting box with the agency's SureLC link when a producer picks a carrier that needs one
- Asks the producer to confirm every required SureLC form and upline step is done
- Routes the request to upline review, then to contracting review
- Lists the agency's important contracting links below the form
Setting it up
- 1
An admin opens Contracting settings and adds a link for each SureLC requirement.
- 2
A producer requests a contract and picks the carriers they need.
- 3
Where a carrier needs SureLC, they complete the form, tick the confirmation and submit.
Guardrails
What Vora holds back, checks or refuses, so this connection never becomes the weak point.
- If the agency has no link for a carrier's requirement, the producer is told to contact their upline instead.
- Carriers already contracted or already in progress cannot be requested twice.
SureLC is a trademark of its owner. Listing it here does not imply a partnership or endorsement.
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