New Business
- Will DFL activity be visible in HQ?
- How often will the data be updated for placed business by the carrier?
- In terms of raises and promotions, what is the difference between snapshot and Quility stats?
- How do I access the software to fill out applications?
- Will we still be doing business in Opt! or only within HQ?
- When signing up clients, do we do so in Opt! or do we go to HQ?
- What is the Split Commission Policy?
- Can a submitted application be edited in Opt!?
- Who can answer questions regarding Advanced Markets?
- Can I have an application deleted?
- How do I update the APV and/or Face Amount on previously submitted business?
- Do I need to perform a Lead Transfer before submitting an application?
- What does the status of my application mean?
- How do I submit Indexed Universal Life Policies?
- How do I submit a Single Premium Policy?
- How do I submit Annuity Policies?
- How do I submit Debt Free Life applications and what is the APV I record?
- How do I submit a Resend Application Request?
- Why is my application not showing at the carrier?
- Will DFL activity be visible in HQ?
- How often will the data be updated for placed business by the carrier?
- In terms of raises and promotions, what is the difference between snapshot and Quility stats?
- How do I access the software to fill out applications?
- Will we still be doing business in Opt! or only within HQ?
- When signing up clients, do we do so in Opt! or do we go to HQ?
- What is the Split Commission Policy?
- Can a submitted application be edited in Opt!?
- Who can answer questions regarding Advanced Markets?
- Can I have an application deleted?
- How do I update the APV and/or Face Amount on previously submitted business?
- Do I need to perform a Lead Transfer before submitting an application?
- What does the status of my application mean?
- How do I submit Indexed Universal Life Policies?
- How do I submit a Single Premium Policy?
- How do I submit Annuity Policies?
- How do I submit Debt Free Life applications and what is the APV I record?
- How do I submit a Resend Application Request?
- Why is my application not showing at the carrier?