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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Regarding the End User Agreement, can my admin log in under my ID or do I need to get another account for an admin?

Gene Christopher

April 29, 2021 19:29

Please use the "Account Grants" under your profile to grant access to your account. Admins will have their own login and their own agreement to sign.

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