Fulfillment Changelogs

When you move the stage to Thinking About It, the Owner of the Opp will be assigned a task that says: Send F/U email using: Thinking About It template

We have added a new template to the KAIZEN Process list of templates that can be used for this purpose.

At Stage: Sales Decision YES – For Insurance Types: Life, CI, and LTD, 2 task are now going to be assigned:

1. New Task: Send pre-underwriting questionnaire to all clients via DocuSign.
2. New Task: Follow up on receipt of pre-underwriting questionnaire. Tell Advisor if any questions are answered YES.

On the contact record, we added a checkbox labeled ‘Mirror Household Address’.

If this checkbox is selected, then all address fields on the Contact record should mirror those of the Household record.

If the checkbox is not selected, a different address can be added without affecting any other records.

New Tasks for term Life and Term Critical illness renewals.

Task #1 – Planner Complete a term replacement analysis as the renewal date is within 4 months.

Task #2 – CSA to book review meeting with client using template

An automated email to go to each Investment Only client belonging to Ironshield Head Office and Branches on the anniversary of their program start date and six months after the anniversary of their program start date. These emails are to be continued twice per year, every year.

Learn how to add a link to an image in your signature. For this article we are using the example
of a Biography, but the same process is used to add a link to a Facebook or Instagram account,
etc. You will need to have an image saved on your computer and the web address that you
want to link the image to.

There are times when an ICPM will create a secondary account for a client. Examples are opening an alternative investments account for an RRSP or a US dollar account for a non-registered plan. In both these cases there is the original account that we requested, and then a secondary account that the ICPM requires based on their investment choices. We need to create a new Investment Plan for this secondary account but do not have an Opportunity to start it from.

On the record type Life for opportunities, at the stage of Sales Decision Yes, we have created a new task. This task will be assigned to your CSA. If you are a financial planner without a CSA, it will be assigned to you. Task subject: Obtain Needs Analysis and upload to the Opportunity. Comments:

1. Obtain the Needs Analysis (e.g. Generate Risk Management Report from Razor or obtain from Advisor)
2. Confirm Report values support total insurance value being applied for. (i.e. Needs Analysis shows a greater value than the insurance being applied for.)
3. Upload the report to File section of Opportunity and paste the public link for the document to Policy Compliance Links section of opportunity: Needs Analysis.