We are planning for further integration with Dialer reporting in the future. It's on the roadmap.
Is there a way to log/report dials, contacts, and appointments on HQ for an upline to review?
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- Are we allowed to "bird-dog" something out? For example, if I am selling mortgage protection and the client also wants to do an annuity, am I able to say, "I'll have someone reach out to you about the annuity" and still get split application on that follo
- When QMS follows up on a previous client of ours and writes business, we were told that it would be a split "application" to us of 40%. Does that mean that the APV from that split would count towards our minimum promotable premium?
- How do you become QMS certified?
- What additional products are we going to start offering?
- If a QMS agent writes something that you are not certified or trained for, how do you receive the split?
- Do we need to be appointed to the carriers that will be used for the QMS type products in order to get paid commission? How do we start that process?
- If QMS does an app split with us, are we still subject to a chargeback if it falls through?
- When will QMS follow up with clients that I wrote policies on?
- What controls are in place to assure that a QMS representative is not replacing an existing policy that may have been written by a Symmetry agent?
- How will we know when a QMS rep has contacted our client?
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