Stage 3

Congratulations on making it to Stage 3 of the training! This means you have made your first sale and now need to submit that application into OPT. Follow the steps below to submit the application as well as learn how to check your pending business to make sure you protect those families.
Step 1: Watch Submitting an Application video
Step 2: Submit your application into OPT. Call your Mentor with any questions.
Step 3: Watch the Checking Pending Business videos and listen to the audio to learn how to make sure your business gets issued.

Submitting an Application

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.

Improving Issue-Paid - Eileen Balmer
00:00 / 00:00