New Users

How to use SureLC

1. ​You will be prompted to create an account, if you do not have one with The Brokerage Resource. 
2. ​Once you create a user ID, you will receive an email from SureLC with a specific link that you must use to create your password.
3. With your new credentials, login and answer the questions on each tab to complete your profile.
4. Upload your signature authorization form or create one by clicking on the 'Scan' tab in the lower right corner.​
5. Click the 'Request/Appointment' button in the upper right corner to make a new carrier appointment request. (If a carrier you want is not listed, please contact us).
6. Select only ONE carrier at a time and step through the short carrier-specific interview  to the end - scroll to the bottom of the screen.
7. ​Click the 'Confirm' button in the upper right corner and the request is sent to our office for processing. ​​​

SureLC works best with Google Chrome. ​

Questions?
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​Call, chat or email our Contracting Department. 800.928.4998 ext. 3

Email Contracting

Returning Users

1. Login and click on 'My Profile' to ensure your information is current and correct.
2. Click the 'Request/Appointment' button in the upper right corner to make a new carrier appointment request. (If a carrier you want is not listed, please contact us).
3. Select only ONE carrier at a time and step through the short carrier-specific interview  to the end - scroll to the bottom of the screen.
4. Click the 'Confirm' button in the upper right corner and the request is sent to our office for processing. 

Password Recovery

1. Click the Password Recovery button.
2. You will be asked to verify your identity with a few questions.
3. Select how you want your verification code sent (text or email).
4. Enter your verification code once received, and reset your password.

Once You're Appointed

​1. ​Read through ALL e-mail correspondence sent to you from the carrier, and follow steps to ensure you receive ALL their alerts and communications.

2. Ensure you are using Google Chrome as your preferred browser.​

3. Register as a producer on the carrier's agent portal site ASAP.
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4. Login to the carrier agent site and begin familiarizing yourself with the tools to manage your business.

5. Practice and review steps to complete electronic applications. Paper applications are quickly becoming obsolete.

Non SureLC Contracting

Some carriers do not ​allow for electronic contracting.  Aetna/Coventry (Medicare Advantage/PDP), Assurity, Cigna/HealthSpring (Medicare Advantage), Equitable, Gateway, Humana, Kemper, LifeShield, Oxford, Pan American Life Insurance Group, United American and Universal American (Medicare Advantage).

We have the ability to help you sell insurance in all 50 states. If there's a carrier you wish to contract with, let us know.