For online access can we set up a notification for our Sales Manager when Licensing receives agent onboarding paperwork?

This would save Licensing from sending multiple emails and still keep managers in the loop that the agents they spoke with actually did their paperwork. Also somehow alert managers when the agent is Appointed with FDLIC and ready to write. I figure if we have hierarchy attached that this idea maybe possible.

  • Diana Elizondo
  • Feb 16 2018
I need it... Not Sure -- just thought it was cool
Your name
  • May 2, 2018

    Admin Response

    This has been reassigned to Patrick

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  • Eric Espinosa commented
    16 Feb 19:32

    This is an awesome idea!!