Client Phone
*
Client Email
*
His&Hers
YES
NO
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Carrier(s)
AP
$
Hers - AP
$
Add SSN or DLN?
YES
NO
Add BANKING?
YES
NO
Client SSN
Client Routing#
Client DNL
Client Account#
Add beneficiaries?
YES
NO
Agent split?
YES
NO
Primary Beneficiaries
Split with
Contingent Beneficiaries
Your upline
Policy Effective Date
Deal Status
Deal Status
Approved
Underwriting
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Policy Number(s)
Move to Newly Sold
yes
no
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2 week follow up
yes
no
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SMS Referral
yes
no
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EMAIL referral
yes
no
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Annuity Pivot
yes
no
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Post in disc
yes
no
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