How do I add a split agent?

As the writing agent, you can add up to two additional agents when creating a quote from the Quote & Application tab or on the Thank You page after submitting the application.

How to add a split agent

  1. Enter the agent’s name or National Producer Number (NPN)
  2. Enter the split percentage
  3. Click Save.

The agent will be added to the quote or application.

Who can you split with?

  • You can split with a trainer, upline, or fellow agent.
  • Split agents must be:
    • From the same agency
    • Not terminated or locked.
  • You can split with uplines, even if they earn overrides on the same policy.

Compensation rules

  • The split must equal 100% of the writing agent’s compensation.
  • Compensation follows the terms of the writing agent; split agents may have different terms.
  • If a split agent isn’t licensed in the policy state, they won’t be paid. Payments are still generated, but will be held until all agents are eligible for payout.

Updated