Submitting Business

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 crucial—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.

By prioritizing these practices, you enhance client trust, reduce inefficiencies, and create a strong foundation for long-term success.

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".

Follow-Up Best Practices

Key Steps for Effective Follow-Up

Pending Business: Regularly monitor application statuses in carrier portals to ensure timely processing.
Client Communication: Keep clients updated on the status of their applications and address any carrier requirements promptly.
Resolve Issues: Quickly resolve missing documents or corrections to avoid delays in application processing.

COMPENSATION

Importance of tracking