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Sales Process/Onboarding + Lifecyle, Documents, Technology, Automation,…
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Documents
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Accords (Accord 125, 126, 131)
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Technology
CRM
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What kind of reporting is needed / What does the dashboard need to look like (front and center data points, information)
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Financial Management
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Commissions Paid - Tracking, (Automation?)
Outside 3rd party app to integrate with CRM? (ex, update profile data, shorten links providing info, etc)
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Automation
Current Clients
What and when, at what stage
What and when, at what stage
What and when, at what stage
Prospects
What and when, at what stage
What and when, at what stage
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Carrier
Does the carrier play a key role in the sales process? If so, what does this look like?