This article explains how producers can add their banking information to their SureLC profile.
Please note that this ONLY applies to producers who are "Doing Business As" either an individual or a business entity
NOTE:
Producers set up as License Only Agents will not have a bank info page in their profile because their commissions will be paid by the entity they are soliciting for, rather than directly by the carrier.
How to Add Your Bank Info
Step1:
Login to your SureLC profile and select Bank Info in the navigation menu. If you're not sure how to log in to your profile, click here.
Step 2:
Select the FIX button to enter your banking information.
Step 3:
Drag and drop a voided check or Bank Letter into the box, or click the box to browse files to locate your voided check. Once found, upload it to the system. Supported file formats are .jpg, .png, or .pdf.
NOTE:
If submitting a Bank Letter, please ensure both the bank account number and the routing number are on an official bank letterhead.
Step 4:
Review the account type, routing number, and account number. Update the information as needed and then select Save & Exit to complete the Bank Info setup.
Step 5:
If you're " Doing Business As" a BUSINESS ENTITY, please upload a copy of your completed W9 in the DOCUMENTS section.
For additional help in adding your banking information, please contact your upline or the Messer Producer Support team.