WRITING AN APPLICATION
Submitting applications accurately is essential for smooth processing with carriers. Ensure all forms are complete, client information is accurate, and required documents like disclosures or medical exams are included. Familiarize yourself with carrier-specific guidelines and use their portals for secure submissions and tracking. Following these steps minimizes delays, reduces errors, and ensures efficient processing.
How to Write an Application
Submitting an application is now easier than ever with our new and improved E-Apps process!
To get started, log in to HQ, navigate to Carriers and Products, then select E-Apps. From there, choose the carrier and product that fits your client’s needs.
Double-check all information for accuracy before submission to avoid delays. Taking a few extra moments to review ensures a smoother process for you and your client.
Dispositioning & Uploading Applications
To ensure you get paid, it’s important to correctly disposition and upload applications in OPT.
Start by logging into OPT, then go to the My Leads tab. Select the appropriate person and click the Status column to open the Dispositioning Menu. From there, choose "Application Taken".
Double-check that everything is connected to the correct lead before filling out the required information. You’ll also have the opportunity to split the commission if needed.
Pro Tip: Save time by entering your carrier ID in OPT now, so you don’t have to do it manually later!
Once submitted, the lead will automatically move from the My Leads tab to the My Clients tab in OPT.
Need to connect a second application to a lead? Just go to the My Clients page, right-click the lead, and select "New Application".
