CRM

1. 01

   Suspect

   Known of, no contact yet. No PII captured.

   1

2. 02

   Lead

   Signed lead card or QR capture with consent. PII captured.

   2

3. 03

   Prospect

   Completed Fact Finder. Need has been discovered.

   2

4. 04

   Client

   At least one bound policy exists.

   1

• Marcus Carter

  fact finder complete

  Next: Schedule suitability review

• Marcus Carter

  recommendation preparing

  Next: Send Exclusive Brokerage preliminary application

• Diane Hollis

  suitability

  Next: Capture SMS consent and send suitability form

• Patricia Vega

  appointment scheduled

  Next: Annual review meeting

• Robert Nguyen

  new lead

  Next: Capture lead card at next FL Blue event

Follow-up Required

• Marcus Carter

  1 open task · Earnest A. Pinder III

  Hot LeadFlorida Blue EventLife Cross-Sell
• Diane Hollis

  1 open task · Donna Reynolds

  Needs Follow-UpMissing ConsentRetirement Interest
• Robert Nguyen

  1 open task · Unassigned
• Patricia Vega

  1 open task · Earnest A. Pinder III

  VIPRenewal Review