Update adviser CPD and compliance form options daily
Update adviser CPD and compliance form options daily
Your adviser roster and CPD options fall out of date when staff changes aren't pushed to intake forms, creating submission errors and compliance gaps. It refreshes form options for same-day reporting.
Overview
As an Executive Director at a boutique insurance brokerage, stale CPD and compliance form options create needless admin, submission errors, and compliance exposure. This scheduled refresh centralizes adviser lists and pushes updated options to all intake forms so coordinators and compliance officers have accurate selections for same-day reporting.