- Floating Topic
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Synre.net Process
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Application
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multi step process
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Application timeline at top
- upload documents
- License transfer page
- Application v.1.docx
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Membership levels when complete
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Move from lead to complete in CM
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Start Agent Trickle for CM
- SOI and customer upload
- Cirrus
- NImbus
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Alto
- Payment Gateway
- Content Revise.docx
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Campaign Mail
- Email Campaigns for new agents
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After agent started sign up
- Trickle Campaign Not Complete
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Trickle Campaign when Agent
- Trickle Campaign for SOI and Clients
- Email Campaign for agents that clicked thru from marketing
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Email staff for follow up
- Campaign Mail
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Agent call to action
- Lead clicks through
- Lead starts Applicatio
- Lead completes Application
- Lead becomes agent
- Agent uploads to database
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We need a ticket system
- AC will look into this