Before You Begin
Banking information in SureLC is used to receive commission payments directly from carriers. This article applies only to producers set up as an individual or a business entity in SureLC.
License Only Agents: If your SureLC profile is set up as a License Only Agent, you will not have a Bank Info page. Commissions are paid by the entity you are soliciting for, not directly by the carrier.
How to Add Banking Information in SureLC
Follow these steps if you are adding banking information to SureLC for the first time.
Step 1: Log in to your SureLC profile and select Bank Info in the navigation menu. If you are unsure how to log in, see the SureLC Login FAQ.
Step 2: Select the FIX button to enter your banking information.
Step 3: Drag and drop a voided check or bank letter into the upload box, or click the box to browse for the file. Supported file formats are .jpg, .png, or .pdf.
Bank Letter requirement: If submitting a bank letter instead of a voided check, the letter must include both the account number and the routing number on official bank letterhead.
Step 4: Review the account type, routing number, and account number. Update the fields as needed, then select Save & Exit.
Step 5 (Business entities only): If your SureLC profile is set up as a business entity, upload a completed W-9 in the Documents section of your profile.
How to Update Banking Information in SureLC
Follow these steps if you need to replace existing banking information with new account details.
Important: Updating your banking information in SureLC does not automatically update the bank details on file with carriers you are already contracted with. See Step 5 for what to do after updating.
Step 1: Log in to your SureLC profile and go to the Profile Documents tab. Locate the current voided check or bank letter on file.
Step 2: Click the three dots in the top-right corner of the document thumbnail and select Archive. This removes the existing document and moves it to the archived tab before you upload the new one.
Step 3: Navigate to Bank Info and select the Edit button.
Step 4: Update the routing number and account number as needed. Attach the new voided check or bank letter using the upload field.
Step 5: To send the updated banking information to carriers for which you are currently Ready to Sell (RTS), email the Commissions Department at [email protected] and confirm that the new banking information has been uploaded to SureLC. This step is required — SureLC does not notify existing carriers automatically.
Need Help?
For assistance with banking information in SureLC, contact your upline or the Messer Producer Support team:
Phone: (866) 568-9649
Email: [email protected]
Chat: available directly from your MyMFG account