Operations
Discovery worksheets, budget documentation, and consent across all sales processes.
| Process | Client | Product | Status | Budget | Signed | Completed |
|---|---|---|---|---|---|---|
| Thompson household — Life Insurance | David Thompson | Life | Signed | Linked | Apr 19, 2026 | Apr 18, 2026 |
| Velasquez — Health Insurance | Maria Velasquez | Health | In Progress | — | — | — |
| Brooks — Retirement & Wealth (Annuity) | Karen Brooks | Retirement & Wealth | Completed | Linked | — | Apr 21, 2026 |