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Creating Wealth From Home Submitting New Business Distributors Training Guide TM.

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Presentation on theme: "Creating Wealth From Home Submitting New Business Distributors Training Guide TM."— Presentation transcript:

1 Creating Wealth From Home Submitting New Business Distributors Training Guide TM

2 Getting Started I.This PowerPoint will work to familiarize you with the process of Submitting New Business. A.Fully Automated System -Please NO test applications B. Program Criteria -Contract Size: Min = $300 Max = $900 -Four Payment Program

3 Submitting New Business Step 1 Log in to Automated Platform. –https://esign.ugacinc.com/UGA/https://esign.ugacinc.com/UGA/ –Use provided Username and Password. –Under Transactions (to the left of the Screen), click on your distributor specific link.

4 Step 2 Complete Charge Slip. –Complete in entirety (on behalf of consumer). –Must be EFT (auto debit from checking account OR credit card). –Shipping address CANNOT be a P.O. Box. –Submit Charge Slip. NOTE: Push for use of credit card, as a payment from checking account can take up to 5 days to clear and can slow down the process. Submitting New Business

5 Step 3 Consumer Electronically Signs the Charge Slip –Upon submitting the Charge Slip, the document is automatically ed to the consumer. –The consumer types in their name and agrees to the terms. NOTE: To ensure that the consumer executes the Charge Slip in a timely manner, keep them on the phone or in your office until the confirmation is received.

6 Submitting New Business IMPORTANT: Universal will run the consumers first payment within 24 hours from the time the executed Charge Slip is received. (If submitted on Saturday/Sunday, the payment will be ran on Monday). Step 4 Executed Charge Slip is Sent to Universal –Upon executing the Charge Slip, the document is automatically ed to Universal. –All applicants are APPROVED (no underwriting necessary).

7 Submitting New Business Step 5 Confirmation of First Payment –An will be sent to you and the consumer confirming that the first payment went through OR notifying you that it did not. –Must be EFT (auto debit from checking account OR credit card). NOTE: Push for use of credit card, as a payment from checking account can take up to 5 days to clear and can slow down the process. IMPORTANT: Confirmation of payment is YOUR cue to ship/deliver the product.

8 Step 6 Funds Disbursed –Upon shipping the product you will need to notify Universal. –Send notification to OR respond to confirmation –Must include: account number & method of delivery. If shipped, include tracking number if personally delivered, include date of delivery and consumer address. –All funds are sent via electronic ACH. IMPORTANT: Notification of shipment is OUR cue to release funds. This step must be completed for funding to take place. Submitting New Business

9 The Universal Group does have the immediate right to contact consumer to verify receipt of product in an effort to ensure delivery. Failure to deliver product will result in program termination. Submitting New Business

10 Contact Us Do feel free to contact our Client Services Department regarding any questions or concerns. Client Services The Universal Group 702 Felix Street Saint Joseph, MO


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