CONTRACTING
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.
As an independent contracted agent, you are not "locked in." You are fully vested from day one.
No matter which market you serve - health, life, senior market, group, annuities, or all of the above - JR Financial LLC is committed to being your partner for success.
Save precious time by working with an agency subscribing to the nation’s #1 choice in licensing & contracting automation.
Let’s say you need to send someone a payment. Are you going to sit down, make out a check, and send it on its way in a stamped, addressed envelope? Of course not. Because it’s 2017 and it’s easier to log in to your online bank account and digitally send the payment. The same is true for licensing and contracting.
Why take the old, outdated, onerous route, when our technology can spare you the time and hassle?
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.
Benefits and Features
Saves you time by auto-populating your information from third-party sources such as:
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NIPR
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LIMRA
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ClearCert
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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
Registration
First-time users will need to register by clicking "Register New Account" once you're in SureLC. Check out this video for a SureLC overview and training.
Quote and Enroll
Use our proprietary quoting and enrollment software, for seamless, simple, and direct enrollments.
Program Benefits
Ask about our ACA Star, Medicare Star, and All In programs for unbeatable benefits like free AHIP, free or discounted E&O insurance and CE credits, and other exclusive bonuses.
Lead Generation
Take advantage of our lead programs to expand your business and add new clients to your book of business.
Uncapped Commissions
It's really this simple. The more you sell, the more you make. There are no limits to your success!
Online Contracting
With our online contracting, get appointed with both regional and nationwide carriers across multiple lines of business in a timely manner.
Flexible Schedule
As an independent insurance agent, you can take charge of your calendar! Set your own hours, work from where you want, and book appointments on your schedule. Give yourself ultimate flexibility!
Learning and Support
Our stellar support team is on standby should any problems arise. Plus, you'll get access to hours of free training through live webinars, our webinar archive, and more!
Quote and Enroll Platform
What Products are in your Enrollment Platform?
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ACA with FULL dashboard to ensure effectuation and DMI requirements
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MA and the only platform that will notify you within 20 seconds of your losing the AOR
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Telehealth, including Direct Primary Care
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Life insurance
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Life insurance with living benefits
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Final expense
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Hospital Indemnity (GI and SI)
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Gap Plans (Over and Under 65)
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Home healthcare
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Short-term care
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Dental and Vision
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Cancer
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Critical illness
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Identity theft protection
Extra Features at No Cost
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Call recording and 10 years of storage
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Full CRM to manage your clients
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Ability to look up and store doctors, hospitals, Rx, and Rx costs
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Automated commission reconciliation
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Automated book rate updates each year when window shopping opens— know exactly which of your clients are getting rate increases
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Automated notice of change of AOR on both ACA and MA
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Automated sales and commission reports
Product Information
We've got the PRODUCTS for a diverse portfolio!
Fully Vested
As an independent contracted agent, you are not "locked in." You are fully vested from day one.
Medicare Advantage
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We're contracted with and have lasting partnerships the nation's most prominent Medicare providers. We've built these relationships so our agents can reap the benefits.
Individual & Family
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Over 13 million Americans enrolled in a U65 marketplace plan in 2021. We're the best FMO for access to ACA carriers and plans across the nation.
Medicare Supplement
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We ensure our agents access to a comprehensive list of carriers providing the most competitive Medicare Supplement plans in your sales area.
Life Insurance
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With access to contract with over 20 life insurance providers, you can help clients protect what matters most.
Ancillary
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Your clients need plans like dental, vision and critical illness to supplement their standard health coverage, and we've got your access.
Annuities
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Help your clients protect their investments and secure their financial future in retirement.
Pet Insurance
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We view pets as integral parts of the family, deserving of the same level of care and consideration as any loved one. That's why we're thrilled to present an exclusive chance for our agents to provide coverage for your clients' cherished furry family members.
Group Insurance
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Now more than ever, employers need an advocate to assist them in understanding how the Affordable Care Act (ACA) affects them, as changes to policies and procedures are guaranteed. That's where you come in!
OVER 100 CARRIERS - 14+ LINES OF AUTHORITY - ALL 50 STATES
