Submitting OPM Applications

After the application is submitted, if you need to order a paramed exam, do so.

Also, send the client a letter letting them know what to expect from the underwriting process, including the exam. You can use this letter if you like. Feel free to make it your own by making changes/additions or adding it to your letterhead.

Agent splits:

OPM: Agent 60%, Zach 15%, Kirk 25% (20% goes from Agent to Zach if Agent gets Zach involved to make the sale)

Zach’s Penn Mutual agent code is Z1Z-1402D

Kirk’s Penn Mutual agent code is N7N-2093E