- Click SUBMIT BUSINESS

- Pick the WRITTEN DATE

- CLIENT INFORMATION will auto-populate if in system

- SELECT AGENTS- Single/Split with another agent.

- YES/NO for "UNLICENSED TRAINEE"

- PRODUCT description according to your SMD's preference

- POLICY # can be added once assigned

- TOTAL POINTS points before split(we'll do the math)

- NOTES additional Info (ie. lab dates)

- PENDING SUBMISSION if points won't be advanced (Rollovers/trial apps)

- SUBMIT