2021 A360 Timeline

• Self Study Release - March 22

• Registration to Trainings Link Released - March 22

• Self Study Due - April 9

• Advisor Checkpoint - April 9

• Agency Training Module 1 - April 12 & 13

• Agency Training Module 2 - April 14 & 15

• Agency Training Module 3 - April 19 & 20

• Agency Training Module 4 - April 21 & 22

• Agency Training Module 5 - April 26 & 27

• Agency Training Module 6 - April 28 & 29

• Agency Training Module 7 - May 3 & 4

• Agency Training Module 8 - May 5 & 6

• Advisor360 Go-Live - May 24th, 2021

A360 Series Available for

Advisors & Sales Assistants

FOR ADVISORS

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Live360: See what a 'life'-saver Advisor360 will be!

Advisor360 demonstrations and Q&A offered Jan. 21, 22, 28, and 29

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The Live360 series, offered monthly through March, will feature demonstrations, Q&A, and different committee members sharing how they are getting themselves, their businesses, and their data ready for May 24.

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January’s session will focus on life insurance functionality integrated into the platform, including the ability to:

• Customize your dashboard to view inforce and pending policies.

• View and filter insurance policies at both practice and client levels.

• Prefill applications with client data.

Pay close attention during the session for a chance to win prizes!

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Register for January session that best fits your schedule:

• Jan. 21, 10:30-11:30 ET, hosted by committee chair Grant Piller, Central US.

• Jan. 22, 2-3 p.m. ET, hosted by Seth Cohn, Atlanta-Greenfield.

• Jan. 28, 10-11 a.m. ET, hosted by Kate Reilly, Tri State New Jersey.

• Jan. 29, 2-3 p.m. ET, hosted by Jane Schroeder, Lenox Advisors.

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FOR SALES ASSISTANTS

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Join the Advisor360°  Sales Assistant Training Series

This training series is designed to provide you with an early look of Advisor360°. The series will be hosted by our Field Deployment Leads and will follow a “Tell, Show, Do” format where you’ll learn content, see a demo, and check your knowledge!

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Register for series on the days that best fits your schedule:

please register for just one call in each session.

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• Session 1 : Overview & Setting Up Your Practice

  • February 9th, 2:00 – 3:30 pm ET

  • February 11th, 10:00 – 11:30 am ET

• Session 2 : Managing Your Client’s Portfolio

  • February 16th, 2:00 – 3:30 pm ET

  • February 18th, 10:00 – 11:30 am ET

• Session 3 : Working With Accounts

  • February 23rd, 2:00 – 3:30 pm ET

  • February 25th, 10:00 – 11:30 am ET

• Session 4 : Contact Relationship Management (CRM)

  • March 2nd, 2:00 – 3:30 pm ET

  • March 4th, 10:00 – 11:30 am ET

• Session 5 : Client Planning Tools

  • March 9th, 2:00 – 3:30 pm ET

  • March 11th, 10:00 – 11:30 am ET

• Session 6 : Reporting & Analytics

  • March 16th, 2:00 – 3:30 pm ET

  • March 18th, 10:00 – 11:30 am ET

• Session 7 : Communicating With Clients

  • March 23rd, 2:00 – 3:30 pm ET

  • March 25th, 10:00 – 11:30 am ET

• Session 8 : MMLIS Business Submission

  • March 30th, 2:00 – 3:30 pm ET

  • April 1st, 10:00 – 11:30 am ET

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This is an early look  into A360 with minor training as a supporting tool; however - IT DOES NOT replace self study or classroom training coming up.

Salesforce Data Clean Up

Data To review:

• Name

• Gender

• Nickname - if client doesn't have a nickname, add first name

• DOB

• SSN/TIN - adding this piece will avoid duplicates 

• Home address

• Phone number

• Email address

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Deep Dive Data Clean up:

• Update Past Due Tasks - complete or delete tasks that are completed/not needed

• Review and address unwanted contact records - delete any contact without contact info

• Advisor teams - click sync at the top of contact

• Eliminate duplicate contacts 

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Self study & Classroom training Information

•  Multi-part: Individual self study and Virtual Classroom Training 

•  Show, Do, Tell :  All training is taught in a show, do tell 

•  Virtual: Follow along with the trainer, as opposed to taking notes and revisiting.

•  Replicate and repeat: You will be able to duplicate any demonstration the trainer gives.