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Application Upload
To upload / submit you application, please
watch the video above called "How To Upload An Application In Opt"
. The form below is for submitting your numbers only, not uploading your application.
Date
MM slash DD slash YYYY
Who's Your Agency Manager?
*
Select Option
Matt & Brad Smith
Nate Auffort
Marlin Faulkner
Deric Brock
Mike & Katie Rudick
Aaron Holub
Mike Colburn
Chris Clark
Ike Muonelo
Gus Villagran
Mike Leidecker
Jennifer Meeks
Ron Williams
Vlad Stefanovic
Jeremy Whitaker
William Berry
Jake Ribich
Renee Reed
Gary Bender
Are you splitting this with another agent?
No
Yes
App split (put your % as the first number)
*
10/90
20/80
30/70
40/60
50/50
60/40
70/30
80/20
90/10
Note: if you are doing an app split, you must select how much the split is above.
Agent Name
*
First
Last
Agent Email
*
Cell Phone
*
Who's The 2nd Agent's Manager?
*
Select Option
Matt & Brad Smith
Nate Auffort
Marlin Faulkner
Deric Brock
Mike & Katie Rudick
Chris Page
Aaron Holub
Mike Colburn
Ike Muonelo
Bridgett Nowlin
Gus Villagran
Mike Leidecker
Tim Dieckmann
Jennifer Meeks
Chris Clark
Ron Williams
Vlad Stefanovic
Jeremy Whitaker
William Berry
Jake Ribich
Renee Reed
2nd Agent Name
*
First
Last
2nd Agent Email
*
Client Name
*
First
Last
APV (annual premium volume)
*
Insurance Company
*
Select Option
AIG
American-Amicable
American Equity
Americo
Assurity
Athene
Fidelity & Guaranty Life
Foresters
Gerber
Lafayette Life
NLG-Life
NLG-Annuity
Mutual of Omaha
Mutual Trust/Horizon
PanAmerican
Transamerica-Term & UL
Transamerica-Final Expense
UHL
Voya
Do you have an agent number with this carrier?
*
Select
No
Yes
Please check box below to continue
*
I understand that my application will not be sent to the carrier by submitting it on agenttraining.info and that I need to upload it in Opt! when I create the transmittal page. I also understand filling in the above information and clicking submit is a necessary step to complete the entire Upload an Application process in order for my applications to get to all the necessary insurance companies, departments, and for my numbers to be recorded, in order to receive my promotions.
Note: The submit button will not appear unless all the fields are filled out correctly.
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