Keep onboarding tracker up to date from IAA submissions
Keep onboarding tracker up to date from IAA submissions
Operations coordinators miss IAA submissions, causing lost case records and compliance gaps. So advisors and operations start processing promptly and avoid compliance delays.
Overview
Operations coordinators risk compliance gaps and lost cases when IAA submissions slip through. This workflow captures every submission into your onboarding tracker so advisors begin processing within required timelines. The result is clearer audit trails, fewer lost records, and faster handoffs between ops and advisors.
Notable Features
- Create onboarding tracker records
- Assign cases to advisors
- Flag submissions for compliance review