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Visio-REPS_Referral_Workflow

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Visio-REPS_Referral_Workflow

  1. 1. START 1. Lead Received  from external  referral platform 2. CHECK  Referrer’s LSC  Values and create  new or insert  existing LSC 2. CREATE  REPS Referral  Process 2. Does Contact  Record Exist? 2. No Record or  Multiple SSNs CREATE  ClearView Contact Record NO YES 3. Referral  Type? 2. CHECK REP = AOR  Assignment 2. ASSIGN  Contact to AOR BLUE  SHAPES = USER ACTION BLUE LINE = USER  ACTION ORANGE  OUTLINE = VISUAL UI DISPLAY WHITE SHAPES = CLEARVIEW ACTION REP User set‐up  and active? 2. ASSIGN  Contact to Brian  Farley NO YES 2. SEND Notification  email to Brenda  Walter and Brian  Farley
  2. 2. IRA 10. CREATE ACTIVITY Request a call back Status = Open PARTICIPANT INQUIRY 12. WORK Activity JOINT CALL Joint Call? Scheduled Call? NO YES Self‐Directed? Ppt Required  Recommendation? NO CALLED HOTLINE YES PRS Promotion? Select Quote  Referral? NO Request a Call  Back? NO 9. CREATE ACTIVITY PRS Promotion Status = Closed 11. CREATE ACTIVITY SQS Referral Status = Closed YES YES YES END PROCESS 6. CREATE ACTIVITY Self‐Directed  Status = Open 7. CREATE ACTIVITY Called Hotline Status = Open YES 3. Referral  Type? OUTCOMES  Call Contact  Inbound Call OUTCOMES  Call Contact  Inbound Call 4. CREATE ACTIVITY Joint Call Status = Open 5. CREATE ACTIVITY Scheduled Call  (Client Only) Or Scheduled Joint  Call (Client & Rep)  Status = Open YES 8. CREATE ACTIVITY Worked with  assigned Advisor Status = Open WORKED WITH ASSIGNED ADVISOR BLUE  SHAPES = USER ACTION BLUE LINE = USER  ACTION ORANGE  OUTLINE = VISUAL UI DISPLAY WHITE SHAPES = CLEARVIEW ACTION 10. SEND  Confirmation  Email YES 10. Contact’s  Email  Submitted? 5. CREATE  Outlook  Appointment  for Selected  Date/Time 5. Contact’s  Email  Submitted? YES 5. SEND  Confirmation  Email for  Selected Date/ Time OUTCOMES  Closed – Funded  Closed – Not Funded  OUTCOMES:  Call Again  New Business  Close 10. CREATE  ACTIVITY Confirmation  Email Sent Status = Closed 5. CREATE  ACTIVITY Confirmation  Email Sent Status = Closed NO END PROCESS 5. SEND  Confirmation  Email to AOR  with link to  Outlook  Appointment
  3. 3. 12. Click‐ to‐call is  activated CLICK Inbound Call or Call  Contact CLOSE  Activity 12.  DISPLAY  All  Contact’s  Phone  Numbers CLICK Phone # LAUNCH  New Business  Helper END PROCESS 12. WORK  Activity 14. DISPLAY OUTCOMES:  Below Balance  Threshold  Retirement >2  years  No retirement  timeline  Working with  Advisor LIVE JOINT CALL 14. DISPLAY OUTCOMES:  3rd Party‐TISC  EM‐TISC‐P3  Fixed Annuity  FUA  IM‐TISC‐P3  Income  Annuity  Life Insurance  Core  Morningstar  Self‐Directed  SPIA  Variable  Annuity  YFL‐TISC 13. DISPLAY OUTCOMES  Call Again  New Business  Close – Qualified  Close – Not Qualified 14. DISPLAY OUTCOMES  Held  Cancelled (RPC/PPT)  Close – Qualified  Close – Not Qualified  New Business  Missed by PPT/RPC  Reassign/Reschedule 15. DISPLAY OUTCOMES  Closed – Funded  Closed – Not Funded  ACTIVITY = REQUEST A  CALL BACK, or REPS REFERRAL FOLLOW‐UP ACTIVITY = PPT REQ RECOMMENDATION ‐ CALLED HOTLINE Or Worked with Assigned Advisor ACTIVITY = SELF‐DIRECTED ACTIVITY = SCHEDULED CALL (Client Only) Or SCHEDULED  JOINT CALL (CLIENT & REP) CLICK Close – Not  Qualified CLICK New  Business CLICK New  Business CLICK New Business Type CLICK Close – Qualified  CLICK Held Closed – Qualified  Missed by PPT/RPC Cancelled END PROCESS CLICK Outcome 16. DISPLAY Appointment  Scheduler CLICK Call Again CLICK Call Again or Reschedule/Reassign CLICK  Outcome BLUE  SHAPES = USER ACTION BLUE LINE = USER  ACTION ORANGE  OUTLINE = VISUAL UI DISPLAY WHITE SHAPES = CLEARVIEW ACTION OUTCOMES:  Cashed Out  Rolled to External IRA   Rolled to New Plan  Stay In Plan OUTCOMES:  Call Again  New Business  Close CLICK Close END PROCESS CLICK Outcome CLICK New Business CLICK Call Again CLOSE  Activity DISPLAY Note  Pop‐up  *REQUIRED ENTER NOTE And  CLICK SAVE DISPLAY Note  Pop‐up  *REQUIRED CLOSE  Activity DISPLAY Note  Pop‐up  *REQUIRED ENTER NOTE And  CLICK SAVE ENTER NOTE And  CLICK SAVE
  4. 4. CREATE REPS Referral  Follow‐Up  Activity CLOSE  Existing  Activity CREATE  Outlook  Appointment  for Selected  Date/Time 6. WORK Activity SEND  Outlook  meeting  request  to AOR  for  specified  date/time Outlook Save Fails? YES SAVE  Appt to  Outlook for  specified  date/time NO 16. DISPLAY  Available  Dates/Times SELECT  Date/ Time  Click  Submit DISPLAY  Appointment Scheduler 16. QUERY  User’s Outlook  Calendar CLICK Schedule Appointment BLUE  SHAPES = USER ACTION BLUE LINE = USER  ACTION ORANGE  OUTLINE = VISUAL UI DISPLAY WHITE SHAPES = CLEARVIEW ACTION

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