Page 14 - Compilation

Anniversary Process

Thrive Financial Ltd.

04

03

Fourth Step
02 If response, load Deal in
REVIEW Pipeline
of the Adviser. Create
01 Third Step Adviser to follow-up.
task for
Update all Policy
Information
Second Step across systems.
Use Template to send out
Review Letter. If there is
no e-mail,
First Step create a task to Gesina
Receive Anniversary to Mail the letter to
E-mail, Client.
create a Task for Thea to
complete Comparison(s).