CRM Knowledge
How do we enter phone messages?
In Outlook, as an all day phone call.
What other term is used to in place of "retirement" when describing the registration of an account?
Qualified.
Account are describes as:
Qualified or Retirement Accounts
Non-Qualified or Non-Retirement Account
Is Outlook or the CRM the preferred place to reassign tasks to other team members? Why?
Outlook. If tasks are reassigned in the CRM the new owner will not receive any notification, the task will just appear on their task list.
What document should be referred to each time you have a task that involves opening a new account? Where is it located
Quick Processing Checklist located in One Drive - CBD Workflows File
What two things should you check every time you complete an appointment?
1. Verify "Client Review" is checked off
2. Verify Next Projected Review Date has been updated per the set frequency
Name four types of IRA that we commonly open?
Traditional IRA, Roth IRA, SEP IRA & SIMPLE IRA
If you use Outlook to manage your task list, describe a good way to sort/organize your tasks.
By category. It is easier to manage an ever growing task list by using Outlook categories to organize them by type and/or urgency. It is also a best practice to adjust your view so that you only see current tasks, assigned to you only.
How would you nickname a PPS Custom IRA Account for Jane Doe? Joint Non-Retirement Jackson Variable Annuity with her husband John?
Doe, Jane - Custom IRA - (Account Number)
Doe, Jane & John - Joint Jackson VA - (Account Number)
What fields should never be left blank when creating a new Household?
Advisor ID
HH Level Assigned to
HH Level Type
HH Level Catergory
People Level Relationship to HH
Where are the logins located for all of our Company Retirement Plans?
On the Advisor Log In sheet, in one drive
Where are do we e-file completed Rollover Checklists?
What document would tell you where to file it if you were not sure?
Confirms folder inside of the No Commonwealth Processing.
Electronic Filing Guide, located in One Drive
When should the following items on the past client checklist be completed?
Advisor, Associate and Ellen Notified
CRM Updated
Marketing Tags Removed
Remove from CC List (ask Advisor)
Remove models if any Custom accounts
Set Review Frequency to “No Specific Frequency”
As soon as the outgoing transfer request is received or when the client notifies us that they are moving their accounts.