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RS Business Lifecycle in SF EC sessions (Producer Lead placed in PRM by…
RS Business Lifecycle in SF
EC sessions
Producer Lead placed in PRM by wholesaler
Marketed to about OA capabilities to convert to appointed advisor
Producer brings us business
Enters Selling Process
Plan size, product interest, # of participants etc are recorded into PRM
RFI requested (Team enacted)
Enters into 5 Stages of Pre-Sale
SWAT team assembled if into Finalist stage
Win / Loss analysis
Moves to Transition
Enrollment begins
Customer Data is placed in CRM
Issue logs, types of actions, satisfaction
used to help identify retention issues
Reactive and Proactive Marketing can take place
Retention team for lead gen to ILFS
Opportunities to engage with customers at any time on any device - to communicate status, live agent, text agent, etc.
Outside tool to engage customers for enrollment
Marketing prepares communications planning and launch
Transition team will ensue current work out of system
Plan Sponsor, Exec, Wholesaler and Producer cannot see status
If won, moves to transition team
Marketing, Service, Pricing, Operations + are notified of plan in progress
Prospect Plan Sponsor engages in Marketing Programming
PRoducer is added to Marketing Distribution list for offerings and info
Producer Onboarding if appointed
Exec Leadership, Territory RVP, wholesaler can see all activity, production goals, retention / risk issues, and what is in pipeline throughout entire process (Dashboard and Reporting)
All data on a producer, Plan and Customers is visible to every licensed user to perform tasks or remediate issues