P1 Workflow Seeds

• New Contact for CRM
• P1- Initial Conversation with Contact
• P1 – Network/Referral Discovery

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

• Client Profile Form
• Update Contact Info

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 

• Task Request
• Travel Support
• License Support