FSG [ FINANCIAL STRATEGIES GROUP ]

Our team of elite independent advisors is growing leaps & bounds. Increase your production with the backing of our proven products, tools, resources, and support.

WATCH OVERVIEW

SureLC™

SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving producers and agencies an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers.

Carriers all ask for the same information on prospective producers: demographic info, licenses, background questions, E&O insurance details, etc.

SureLC™ For BGAsSuranceBay Videos With SureLC™, it takes a producer an average of 7 minutes to input this information. The producer is then ready to request carrier-contracting paperwork for any of the 460+ different carriers that SureLC™ supports. Approved producers can then use this portal to submit changes, making sure agencies have your most up-to-date information on hand at all times.

BENEFITS AND FEATURES

  • Saves you time by auto-populating your information from third-party sources such as:
    • NIPR
    • LIMRA
    • ClearCert
    • State Licenses
  • Comprehensive transmittals: Includes all requisite transmittal forms for each carrier
  • Automatic updating of all carrier contracting paperwork
  • Imaging: Optical character recognition and image recognition enabling uploaded documents to be recognized and auto-sorted in a matter of seconds
  • 100% paperless
e-Signature support

BEFORE YOU BEGIN.

Please gather the following documents so you can upload them if not already populated:

  • Copy of Insurance License(s)
  • E & O Insurance Certificate
  • Copy of a voided check so your commissions can be directly deposited
  • Clear COLOR copy (BOTH FRONT & BACK) of your current Driver’s License
  • Copy of your AML Training Certificate

IF YOU NEED A LITTLE HELP…

If the tech stuff gets in the way and you need help setting up your producer portal. Please email contracting@fsgmo.com and we help you out.

CONTACT US

Interested in learning more? Leave us a message and one of our business developers will reach out.