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Click SUBMIT BUSINESS
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Pick the WRITTEN DATE
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CLIENT INFORMATION will auto-populate if in system
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SELECT AGENTS- Single/Split with another agent.
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YES/NO for "UNLICENSED TRAINEE"
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PRODUCT description according to your SMD's preference
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POLICY # can be added once assigned
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TOTAL POINTS points before split(we'll do the math)
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NOTES additional Info (ie. lab dates)
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PENDING SUBMISSION if points won't be advanced (Rollovers/trial apps)
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SUBMIT
How to Submit Business
Jazmin Abdulmasih
Last updated on Sep 13, 2026