P1 Workflow Seeds
P2 Workflow Seeds
- P2 – Plan Creation and P2 Meeting
- Insurance Quote – Core Income (Designed to be sent to the agent and the Company – Core or Gradient)
- Insurance Quote – Gradient (Designed to be sent to the agent and the Company – Core or Gradient)
- Annuity Quote – Core Income (Designed to be sent to the agent and the Company – Core or Gradient)
- Annuity Quote – Gradient (Designed to be sent to the agent and the Company – Core or Gradient)
P3 and P4 Workflow Seeds
- New Account for New Client
- New Account for Existing Client
- Deposits, Contributions, Rollovers, and Transfers
- Provision Asset – Bank Withdrawal – Client Approval
- Withdrawals and Distributions
- Start Annuity Income
- Annuity Income Research (need to create form)
- RMD
- Provision Asset – Portfolio Change – Client Approval
- Portfolio Change Request
- Internal Not In Good Order (NIGO)
P4 Client Information Updates
P4 Client Support
- Login Support
- Schedule a Meeting
- Plan Update
- Research Project
- Sales Support (new account/prospect)
- Death Claim
- Supporting Documents for Home Purchase
- Supporting Documents for Tax Season
P5 – Support