OPERATIONS

The third pillar equips you for operations: The Business Management System (BMS), is Msulas's internal case-workflow and back-office management tool — the system through which every employee tracks each client case from first contact all the way through to an issued policy and beyond. It is the backbone of how Msulas delivers on its mission, and every team member who touches a client file needs to know how to use it with confidence.

Curriculum

12 Chapters · 41 Lessons

1. (Included in full purchase)
  Login and Registration
2. (Included in full purchase)
  BMS Overview
1. (Included in full purchase)
  Open and Manage Lead-Cards
2. (Included in full purchase)
  Make Notes and Reminders
3. (Included in full purchase)
  Convert Leads to Clients
1. (Included in full purchase)
  Gather Information on Client Intake Form
2. (Included in full purchase)
  Open New Case
3. (Included in full purchase)
  Setup Product Specific Checklist
1. (Included in full purchase)
  Manage Client-Cards
2. (Included in full purchase)
  Use Timestamps for Tracking Case Progress
3. (Included in full purchase)
  Communicate with Team Using Checklist Notifications
4. (Included in full purchase)
  Read the Metric Dashboard
5. (Included in full purchase)
  Attach and Label Client Documents
1. (Included in full purchase)
  Load Client on SANFIN (SANPORT)
2. (Included in full purchase)
  Do Oxford for Retirement Annuity (SANPORT)
3. (Included in full purchase)
  Do Lapse Risk Assessment (SANPORT)
4. (Included in full purchase)
  Do Quote (SANPORT)
1. (Included in full purchase)
  Health Questionnaire (AEB2007)
2. (Included in full purchase)
  Replacement Document if Necessary (AEB2069/2065)
3. (Included in full purchase)
  Prepare Record of Advice
4. (Included in full purchase)
  Load Documents on SANPORT E-sign for Client Signatures
1. (Included in full purchase)
  Confirm Correct Quote and Plan Numbers
2. (Included in full purchase)
  Attach and Send All Client Case Documents
3. (Included in full purchase)
  Confirm Case Approval
4. (Included in full purchase)
  Check SANPORT for Case Requirements
5. (Included in full purchase)
  Booking NOW and DOW
6. (Included in full purchase)
  Confirm Quote Changes if Applicable
1. (Included in full purchase)
  Communication with SSA to Push Cases
2. (Included in full purchase)
  Admin Team Support
1. (Included in full purchase)
  Confirm Replacement if Applicable
2. (Included in full purchase)
  Cancellation of Third-Party Products
3. (Included in full purchase)
  Client Communication with Cancellations
1. (Included in full purchase)
  Complete Transfer Out Documents
2. (Included in full purchase)
  Submit New Case to Back-office
3. (Included in full purchase)
  Confirm Transfer with Third-Party
1. (Included in full purchase)
  Welcome New Clients to the Practice
2. (Included in full purchase)
  Maintain Client Connection
3. (Included in full purchase)
  Policy Birthdays
4. (Included in full purchase)
  Client Feedback and Satisfaction
1. (Included in full purchase)
  Understanding Lapse Risk Alerts
2. (Included in full purchase)
  How to Manage Potential Lapses

OPERATIONS - Pillar 3 (Coming Soon)

Curriculum

1 Module 1 · BMS Orientation: Roles, Login & Navigation

2 Module 2 · Leads Management & Follow-up Reminders

3 Module 3 · From Lead to Client

4 Module 4 · Client cards and Checklists

5 Module 5 · New client on SANPORT

6 Module 6 · Relevant case documents for clients

7 Module 7 · Send client to NEW Business / Back-office

8 Module 8 · Closing cases

9 Module 9 · Replacements and cancellations

10 Module 10 · Section 14 Process

11 Module 11 · Client Nurture Process

12 Module 12 · Lapse Risk Alerts