Activity

23 items · 4 unread

Confirm July annual review with Aarav Patel
May 23
Due May 23
task.due
Re-confirm bank routing — Gloria Mendez ACH bounce
May 22
Due May 22
task.due
Call Raymond Okafor — Nationwide grace period
May 21
Due May 21
task.due
Commission posted — $4,800
May 20
Athene cleared the FYC on Latoya Johnson's MYGA 5. Statement reconciled.
payment.posted
Created quote
May 20
quote · qt_2041a
quote.create
Policy issued — Howard Klein
May 20
American Equity AssetShield 10 issued. $120,000 single premium.
policy.issued
E-application signed
May 19
Aarav Patel completed the DocuSign envelope for the Corebridge IUL.
envelope.completed
Generated AOR letter
May 19
aor · 7c19be20
aor.letter.generated
New lead — Gloria Mendez
May 19
Inbound from the May FIA mailer. Routed to you for first touch.
lead.created
Payout deposited — $9,260
May 18
Weekly carrier sweep settled to your bank account.
payout.settled
Shared quote
May 18
quote · qt_2039f
quote.share
Mailer sent — Pre-Retiree FIA
May 18
1,200 households mailed across the Phoenix and Mesa ZIPs.
mailer.sent
Underwriting update — Maria Nguyen
May 17
Protective Term 25 moved to Approved. Awaiting delivery requirements.
application.approved
Quote viewed — Steven Maddox
May 16
Opened the F&G Safe Income Plus share link twice today.
quote.viewed
Updated contact
May 16
contact · ct_001
contact.update
Sent DocuSign envelope
May 15
DocuSign · 4af0c2d1
docusign.envelope.sent
License renewed
May 15
Your Texas resident life line renewed through 2028.
license.renewed
Rate change — Athene MYGA
May 14
5-year guarantee moved from 5.65% to 5.80%. Beats your last quote.
rate.changed
Uploaded document
May 13
document · 9b21de07
document.uploaded
New referral — Olivia Hernandez
May 12
Aarav Patel referred his sister-in-law for a retirement income review.
referral.received
Synced Salesforce
May 11
integration · salesforce
integration.sync
Seat invite accepted
May 9
Priya Anand joined Reyes Financial Group as a producer.
invite.accepted
Chargeback alert — Patricia Hollis
May 7
Allianz Benefit Control flagged a pending withdrawal. Review before surrender.
policy.atrisk