Articles in this section

• 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?