Executive directors: keep adviser roster current and alphabetized
Executive directors: keep adviser roster current and alphabetized
Executive directors at insurance firms struggle with stale adviser lists and misdirected testimonials. Daily sync refreshes the testimonial form with an alphabetized adviser list, ensuring accurate picks.
Overview
Outdated adviser rosters create misdirected testimonials and extra admin for insurance firms. This scheduled sync keeps the intranet testimonial form alphabetized and current each morning, eliminating misdirected entries so operations can focus on outreach and reduce manual fixes.
Notable Features
- Refresh testimonial form every morning
- Alphabetize adviser dropdown options
- Filter out inactive advisers