• Agent of Record (Internal Platinum to Platinum)

• Apply for Agency License

• Commission Guide (Momentum Producer)

• Client Signatures

• New Carrier Onboarding

• Saving Files for Customers

Carrie _ policy type _ document type term dates (client's name)

Example: TRAV _ Home _ Dec Page 25-26 (John Doe)

I put (S), after the term dates, if the document has a client's signature on it.

Example: TRAV _ Home _ App 25-26 (S) (John Doe)

If I use a broker, then I put the Broker's name first, then the carrier's name in brackets:

Example: RPS (SCD) _ GL _ Binder 25-26 (Doe's Construction, LLC)