Recruiting/Contracting & Licensing:

• Onboarding Checklist- EXP’s

• Onboarding Checklist- IXP’s

• Selection Process Checklist

Wealth Strategy:

• Opportunity/Revenue Tracking

Managing Financial Planning Cases in FirmOS

Managing Insurance Cases in FirmOS

Creating New Case List Views in FirmOS

Creating New Contact List Views in FirmOS

Weekly Production Report

Weekly Case Report (Insurance, Investment, Financial Planning)

New Business & Financial Planning

Guide to Reports & Dashboards

CRM Maintenance- Policies & Best Practices

How to Log In as New User

Setting up Multi-Factor Authentication (MFA) in FirmOS

Adding FirmOS as a Shortcut on Your Phone

Case Pages:

• Disability Insurance

• Financial Plan

• Life Insurance

Contact Pages:

• Advisor

• Recruit

• Agency Staff

Office Hours: Meeting Recording Archive

How to Create a Contact Report in FirmOS