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Account Management

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Account Management Powered By Docstoc
					               DRAFT


                      Premium Finance Demo

                      Based on a Demonstration developed
                      by Brian Branum and his team




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   Demonstration Overview




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   Demonstration Flow




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   Preparing for the Demonstration




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   Starting the Demonstration




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   Review the Workflow Process




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   Open the Application




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   Intelligent Dynamic Forms




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   User Friendly, Guided Forms




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   More Dynamic Forms Capabilities




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   Required Documents for Non-CMT account




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   Selecting the CMT Account checkbox




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   Resulting Change on Related “Checklist” form




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   Link to Related information




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   Financial Advisor Portal




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   Open the Advisor’s New Task




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   Review the Task




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   Personalized Form




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   Personalized Information




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   Complete this task




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   Acknowledge the Action




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   Wait for Client Response




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   Optional Task Activities




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   Select the Scanning Batch Process




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   Acquire the images




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   Import Images




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   Review the Images




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   Process the images




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   Check Off Received Documents




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   Change To Operations Role




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   Select Task from Queue




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   Review the Attached documents




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   Sign off your Approval




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   Find Accounts




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   Review BAM Reports




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   Review Trend Reports




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   Account confirmation




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   New Account Number




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   Check for Email Confirmation




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   Review your Inbox




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   Welcome Package




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   Trading System Database




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   Update to the Trading System




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   Conclusion




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