How a SureLYNX AIF is Determined

If an Agency associated with a SureLYNX Purchase is a sub-agent (and therefore doesn't have an AIF), an AIF from the parent wholesaler (defined as an Agency in the same Branch, flagged as a Wholesaler), is used.

If not a sub-agent, an AIF from the Agency itself is used.  Note that there will be no way to identify which AIF to use in these cases if there is more than one, it uses the first record in the query. 

The dropdown currently labeled as AIF to use for SureLYNX that is on the Agency Edit page, will be repurposed.  It will now be labeled, Agent to use for SureLYNX, and will show ALL Agents associated with that Agency.  The Agent selected will be the Agent whose Id is incorporated in the URLs generated when viewing the list of SureLYNX URLs shown when clicking the SureLYNX link on the grid of Agencies displayed for Admins and CSRs.  This will allow the list to be available for sub-agencies that do not have any AIFs.  Note that if you log in as an Agent, and click the SureLYNX link on the main blue menu, that list of URLs will still use the Id of that logged in Agent. 

At purchase time, when buying a SureLYNX bond, the POR assigned to the bond is determined now as follows:

• Check to see if the Agent whose UserId was on the SureLYNX URL is a POR.  If he is, then he will be the POR for the bond.

• Failing 1, it will try and find a random POR assigned to the Agency the bond is being purchased under and use it.

• Failing 2, it will use the 'All Others' POR that is shown at the top of the list when the list is available for normal purchases.