TouchPoint Workflow 3 - Application Implementation
The third of five time-saving but comprehensive workflow diagrams we've mapped out for enabling you to set up your financial planning software workflows. These will save you and your staff hundreds of hours white-boarding your advice processes. Suitable for holistic wealth advisers as well as life insurance specialists.
Workflow 3 consists of 13 key tasks with 34 step options mapped out from sending the completed e-apps, obtaining the insurer's decision, communicating this to the client, gathering more information, through to setting up a beneficiary briefing meeting with the client and family and all the steps in-between.
You can spend your valuable time working this out and building it yourself...or you can short-cut and get started by purchasing this workflow template.
Also available as a bundled set of all five workflow templates.
*Excluded from member run-off discount
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