Create annual review records from client intake forms
Create annual review records from client intake forms
Your annual review submissions sit unprocessed, delaying advisor prep and next-step policy changes. The workflow logs each review into your tracking base so advisors get context and follow up same day.
Overview
Turn submitted annual review forms into complete, advisor-ready records so your team never starts outreach blind. This workflow reduces manual entry and gets advisors the context they need to follow up the same day.