Our Processing Partners
Common Sense Advantage
Life Processing Resource
ALL Life business must be processed through them.
6% split on all policies processed
Please submit ALL new life business here:
AND to CSF back office as you normally do with all policies.
Steps:
- Securely upload your application to CSF through Drop Secure
- Go to the CSA website
- Click on 'Processing'
- Go down and click on the green button
- In the 'Message' section of the upload put:
- Client Name
- Product Name
- Processor (in this case CSA)
- Please do not put anything else
- Add client to their pipeline
- Go to the CSA website
- Click on 'Processing'
- Scroll down to 'New Business Submissions'
- Select which product you are using
- Fill out the form
- Only put the client's phone number if they have given explicit permission to be contacted by phone. Otherwise leave the phone number area blank.
- Split Form
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Forms'
- Fill out 'Agent Split Form'
- Make sure you put CSA as a 6% split on the form
- Agent Code: 2AS44
- Email form to newlifebusiness@my-csf.com
- Important things to note
- Prep your clients to expect CSA to reach out
- When filling out applications:
- Mark exams as producer/agent/field ordered
- Mark APS as producer/agent/field ordered
- CC CSA on all private communications about any case
- They will get the signed discloser from your client for you
Common Sense Legacy
Annuity Processing Resource
6% split on all policies processed
Submissions will go through the CSF back office
Steps:
- Securely upload your application through Drop Secure
- Log into the CSF back office
- Click on 'Business Assistance'
- Hover over 'Processing Assistance'
- Click on 'Upload Application Files'
- In the 'Message' section of the upload put:
- Client Name
- Product Name
- Processor (in this case CSL)
- Please do not put anything else
- Split Form
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Forms'
- Fill out 'Agent Split Form'
- Make sure you put CSL as a 6% split on the form
- Agent Code: YWTW1
- Email form to newlifebusiness@my-csf.com
- Submit Agent Information
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Processing Assistance'
- Click on 'Client Info' and fill it out
- For your FIRST application with us
- Log into the CSF back office
- Click on 'Business Assistance'
- Click on 'Processing Assistance'
- Click on 'Agent Info' and fill it out