Stage 4- Submitting an Application Training

Congratulations on making it to Stage 4 of the training!

Follow the instructions below to complete your training in the proper order and communicate with your manager as you complete each section.

Step 1 – Submitting An Application

Watch Submitting an Application video

Step 2 

Submit your application into OPT.

Call your manager with any questions.


Step 3 – Checking Pending Business

Below are two videos detailing how to check your pending business. This should be done almost daily to make sure that your customers policies get issues and that you get paid.


Step 4 – Improve your results

Listen to the recording to learn how to improve your profitability.