Operations

Tasks

Every commitment the firm has made — to clients, to compliance, to itself.

Open & In Progress

  • Send fact finder to Carter household

    highEmail

    Email link to digital fact finder; include budget worksheet.

    Overdue by 9d·Earnest A. Pinder III·Marcus Carter

  • Confirm SMS consent — Diane Hollis

    highCompliance

    A2P 10DLC requires explicit opt-in before any SMS automation.

    Overdue by 10d·Donna Reynolds·Diane Hollis

  • Review prior-year Vega policy for renewal cross-sell

    normalReview

    Check ancillary attach rate; propose dental + vision.

    Due in 3d·Earnest A. Pinder III·Patricia Vega

Waiting

  • Follow up: Robert Nguyen booth interaction

    lowFollow-up

    Re-engage if seen at next FL Blue event; collect lead card before contact.

    No due date·Donna Reynolds·Robert Nguyen