The HR Agent runs onboarding from offer to first day, tracks salesperson license renewals and schedules training, so managers stay with customers.
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The Placement Onboarding Agent sends the offer for signature, starts the background check and lines up day one with the client, so recruiters can call.
The New Member Onboarding Agent collects waivers, books orientation with the right trainer and checks in through the first months so no one drifts off.
The New Client Onboarding Agent chases every form and document from signed agreement to funded account, so your advisor and CSA stay with clients.
The Employee Onboarding Agent runs the hiring checklist, triggers IT setup, collects signatures and closes access at separation, so HR can serve employees.
The HR Agent runs onboarding, review reminders and benefits enrollment for your staff, so the one person who carries HR can focus on culture and retention.
The Client Onboarding Agent sends engagement letters, requests prior-year files, sets up ledger access and watches bank feeds so staff can meet the client.
The Onboarding Agent runs new-hire training, menu tests and food handler reminders, so managers coach on the floor instead of chasing binders.