Operations

Sales Processes

Every sales process — one record per product-line opportunity per household.

New Process
ProcessClient / HouseholdProductPillarStatusAgentLast ActivityReadiness
Thompson household — Life InsuranceDavid ThompsonThompson HouseholdLifeDecisionOpenEarnest A. Pinder IIIApr 30, 2026Application Ready
Velasquez — Health InsuranceMaria VelasquezVelasquez HouseholdHealthFact FinderOpenEarnest A. Pinder IIIApr 27, 2026Missing Items
Brooks — Retirement & Wealth (Annuity)Karen BrooksBrooks HouseholdRetirement & WealthExpert RecommendationOpenEarnest A. Pinder IIIApr 26, 2026Missing Items