REMINDER-You must post an alert and add a note to a customer's Matrix profile when you help out a fellow agent or if you quote a customer and they do not bind the policy right away. This will help us reference the agreement to pay between you and the customer.
Name:
*
First & Last Name
Office:
*
IMPORTANT: Do NOT use an " @ " instead use a " - " Example: Airport-51st
Email:
*
example@example.com
Which Agent Did You Help?
*
Customer's Name and Customer ID
*
Example: John Doe - 4690376
Reason For Requesting to Split Receipt?
*
REMINDER-The receipt cannot be more than 14 days old. (Ex: If the alert and note was posted on May 1st, they will be honored until May 15th)Also,the processing fee portion of the receipt will not be split only Endorsements,Liability,Full Coverage ETC. Please remember this is subject to approval and will be reviewed by the Corporate Premium Accounting department before any receipt is split. Thank you
Submit
Should be Empty: