Click SUBMIT BUSINESS

Pick the WRITTEN DATE

CLIENT INFORMATION will auto-populate if in system

SELECT AGENTS- Single/Split with another agent.

YES/NO for "UNLICENSED TRAINEE"

PRODUCT description according to your SMD's preference

POLICY # can be added once assigned

TOTAL POINTS points before split(we'll do the math)

NOTES additional Info (ie. lab dates)

PENDING SUBMISSION if points won't be advanced (Rollovers/trial apps)

SUBMIT