How to get started with Surancebay/SureLC

1. Signing up 

Producers can sign up for a  free trial from their SureLC profile. To sign up, producers will do the following: 

Step 1: Log in  to your SureLC profile.

Look at the left-hand menu

Step 2:  SureLC → Utils → Integrations → Annuities Genius → Try it for free now

Step 3: Select the Annuities Genius  FREE TRIAL button.  

Step 5: Producers can review their information and the license agreement once the trial starts. This information is automatically populated from their SureLC producer profile. 

After this step, you are now leaving the SureLC/Surancebay page and heading to the www.annuitiesgneius.com page to begin your subscription and 30-day free trial, and activate it.

This is the login page now

Step 6: Use your secure email

Step 7: Special pricing is available for the Genius plan (includes all tools).

step 8: Agree to the terms and conditions

Onboarding Phase:

Step 5: If you know the company or group you work with, enter it in the field

Step 6: “What is your experience level in annuities?”, select the option that best applies to you:

Step 7:

To create a new product deck: click the dropdown next to All Products at the top of the screen and select Create new deck. Use decks to control which carriers and products appear in your quotes and client presentations.

or it will be predefined for you to select the carrier you're appointed with/contracted with

Step 8: Please remember to participate in our live training session to maximize the benefits of your 30-day free trial.

Questions? We’re here to help

If you have any questions or need assistance, feel free to reach out to our support team:

📧 Email: help@annuitiesgenius.com

📞 Phone: (949) 600-7707

We’re happy to help clarify anything or walk you through next steps.