Sales Changelogs

We added a new checkbox on the KAIZEN opportunity record called: Get Value Builder Score Report. Whn you check this box at the Sales Decision YES stage, a new task will be assigned that says the following:

Task (Financial Planner): Check the box for “Get Value Builder Score Report” if it will be needed for this file.

On The Genie™, under the question mark at the top right. You now can find this two options:

1. ICPM Comparison Tool
2. The Genie­™ – Knowledge Centre

Now you can use chat in your Investment Plan. Ask questions or mention another user in the task that is assigned to you.

There is a new section on insurance opportunities record called “Application Split Details”. In this section you will have the chance to input the information if this opportunity has been shared with another agent.

Learn how chat in your Tasks. Ask questions or mention another user in the task that is assigned to you.

A new way to streamline your workflow! You can now attach files directly to your tasks. Simply drag and drop your documents, images, or any other relevant files to keep everything organized in one place.

We are expanding on communication tools with your team. Now, on any event in The Genie™, you have a chatter window where you can tag anyone on your team and ask questions relevant
to the event.

In our regular review, a few new automated tasks were deemed as beneficial to the process and user, and so they were added.

In an effort to keep similar opportunity processes the same when it is warranted, an additional Stage was added to the Life opportunity to denote when documents are waiting for a client signature.

We are always reviewing and improving our financial planning process to ensure our clients get the best support possible.