Workflow Seeds

P0 – Marketing

• Seminar Scheduling Support – can use
• Potential Lead for CRM – can use

P1 – People

• New Contact for CRM – can use
• CRM Merge Contact – can use
• Initial Conversation With Contact – can use
• Referral Next Steps – can use

P2 – Plan

• Plan Creation / Update – ready to use
• LTC Quotes 
• Term Quotes 
• Indexed Universal Life Quotes 
• Annuity Illustration Request  

P3 – Position

• New Account for New Client Celebrate! We can use! (Money-In form)
• Bank Withdrawal Permission for New Client – for Approval – don’t use yet
• Deposits, Contributions, Rollovers, and Transfers for New Client – don’t use yet
• Withdrawals, Distributions and RMDs Celebrate! We can use! (Money-Out form)
• Annuity Income Research and Election for New Client – Yay! It’s good to go!
• Login Support for New Client – ready to use

P4 – Provision

Money In

• New Account for Existing Client –Yay ! We can use! (Money-In form)
• Deposits, Contributions, Rollovers, and Transfers for Existing Client – don’t use yet
• Bank Withdrawal Permission for Existing Client – don’t use yet

Money Out

• Withdrawals, Distributions, and RMDs Celebrate! We can use! (Money-Out form)
• Annuity Income Research and Election – It’s good to go!

Plan Updates & Sales Support

• Plan Update – ready to use
• Portfolio Change Request Whoop! We can use!
• Sales Support – ready to use
• Research Project – don’t use yet

General Support

• Update Contact Information – can use
• Login Support – can use
• Help with Tax Forms – can use
• Supporting Docs for Home Purchase – can use
• CRM Merge Contact – can use

Unique Life Events

• Client Passing – don’t use yet
• Client Illness – don’t use yet
• Client Marriage – don’t use yet
• Client Newborn – don’t use yet

Name

• Schedule an RMD – ready!
• Client Profile Form Update – don’t use yet
• Sales Support for Existing Client – ready!
• Portfolio Change Request – ready!
• Plan Update for Existing Client – ready!
• Research Project for Existing Client – don’t use yet

P5 – Team

• General Task Support Life is Good! We can use this form!
• Task for New License  – can use
• Task for Travel Support – can use
• Meet with the Advisor Team – can use
• New Team Member Compliance Steps – can use

P6 – Culture

• Corporate Change Consideration – can use