The Client Onboarding Agent enters the client in the AMS, collects signatures, binds coverage and sends the welcome package, so producers keep selling.
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The Client Onboarding Agent chases logos, fonts and platform access from new clients and files them in one place, so account managers start on strategy.
The New Client Onboarding Agent walks new households through every form, collects documents and tracks each account to funded, so advisors can advise.
The Client Onboarding Agent walks new clients through setup, collects brand assets, sorts tool access and writes the kickoff doc for your account manager.
The Onboarding New Clients Agent builds the project plan, schedules each phase, collects credentials securely and fills IT Glue for your onboarding lead.
The Client Onboarding Agent sends the engagement package, chases the signature and sets up portal access, so paralegals stay on the matter work.