YOUR DASHBOARD
You Have
35 Prospects to contact
3 Items to complete
4 Calls to be made
14 Emails to process
55 Notifications from Backoffice
3 Items to complete
4 Calls to be made
14 Emails to process
55 Notifications from Backoffice
Today You
Sales
TODAY'S TO DO'S
There are 3 tasks to complete today.
| Sales Cycle | Priority | Due Date | Carrier | Lead Name | Details | Notes | Disposition |
|---|---|---|---|---|---|---|---|
| Non Med Pending | Medium | 4/27/2016 | PRUCO | Jacquline Fanara | AG needs the attached amendment See email for attachement. |
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| Future Call Back | High | 5/23/2018 | Assurty | Satarra Mack | Contact Trans and ask them to change draft date to the 3rd starting with 1st draft in November. | ||
| Underwriting | High | 5/24/2018 | PRUCO | Antoine Finniessee | Its been 5 days since delivery requirements sent, see why policy not inforce. |