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CONTRACTING

JRochelle & Associates Virtual Office

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CONTRACTING

Managed by JR Financial LLC

Save precious time by working with an agency subscribing to the nation’s #1 choice in licensing & contracting automation.

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.

VIRTUAL OFFICE

By JRochelle & Associates

Run your business with from anywhere with a virtual office offered by JRochelle & Associates

Contracted agents can utilize the Virtual Office provided by...
JRochelle & Associates that includes:

  • a website with a personalized website address (your-name.jr-associates.us)

  • personalized enrollment links

  • personalized email forwarding address (your.name@jr-associates.us)

  • a business phone number with an included app for calls, texts, scheduling meetings and voicemail

  • a personalized mailbox greeting

  • all integrated with a quoting and enrollment platform

INSURANCE

Partnered with ManhattanLife

Your personalized Manhattan Life supplemental insurance enrollment links will be included on your site.

Learn More
Contracting & Licensing
Solutions for insurance producers

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Why take the old, outdated, onerous route, when our technology can spare you the time and hassle?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.

First-time users will need to register by clicking "Register New Account" once you're in SureLC. Check out the video for a SureLC overview and training.

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Why you need it

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

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

OVER 100 CARRIERS - 14+ LINES OF AUTHORITY - ALL 50 STATES
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