New Business

Policy Transaction*
- New Business
- Endorsement
Date*
Date Format: MM slash DD slash YYYY
Name*
Cell Phone*
Email*
Company*
Policy #*
Agent Initials*
Do you get a Sign Application?*
- Yes
- No
Must Have a Signed Application for Commission to be Paid!
Signed App Uploaded to Management System*
- Yes
- No
Must be Uploaded to be Paid Commission
Did Insurance Company Request Any Documents?*
- Yes
- No
Where Customer Docs Uploaded to Insurance Company?*
- Yes
- No
Must be done to be Paid Commission!
Have All Files been Uploaded to Management System?*
- Yes
- No
Signed Application, Insurance Company Requested Docs, Pictures ect...