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Visio-REPS_Referral_Workflow
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- 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. 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
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