A Program in SurePath defines the default relationship between an agency, a client, and one or more carriers.  This typically corresponds to a broker of letter record, or a significant change in the client's carrier relationship.  Only an agent or underwriter can administer the full set of Program information.

SurePath supports the following carrier relationships:

Figure 2 - The Program Summary Screen.  Hyperlinks allow easy access to editing screens that allow you to modify carriers, aggregate limit, rates, and inclusions.

Within a Program you define the following additional information:

An Ad Hoc Rate Calculator is also available to calculate premium and commission rates "on-the-fly" or provide quotes to clients.

In SurePath, you can define Shared Programs, which can be used with other clients.  Additionally, you can change the Program during execution, either permanently or just for that particular bond.