Effective follow-up and submission processes are the cornerstone of successful client relationships and streamlined operations. Properly dispositioning leads ensures that all applications are accurately categorized, preventing duplicate efforts and improving data integrity. Submitting business promptly and correctly is crucialā€”not only for client satisfaction but also for ensuring smooth carrier processing and timely compensation. Additionally, tracking compensation and ensuring all submitted business is accounted for safeguards your earnings and reduces administrative headaches.
Ensure you get paid by correctly dispositioning and uploading your applications in OPT. Follow these simple steps:
Log into OPT and navigate to the My Leads tab.
Select the appropriate person, click the Status column, and open the Dispositioning Menu. Choose "Application Taken".
Ensure the lead is properly linked before completing the required information. Pro Tip: Enter your carrier ID now to save time later!
Once submitted, the lead will move from My Leads to the My Clients tab in OPT.
To link a second application, navigate to the My Clients page, right-click the lead, and select "New Application".
Get started today before this once in a lifetime opportunity expires.