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Overview
Workflows
Account Manager
BS
Barb Smith
Refresh
Active workflows
16
Workflows behind schedule
13
Completed workflows
This Fiscal Year
15
Active Workflows By Entry
MM
Melissa Myles
2 workflows
KYC Review
Start date: April 15, 2026
Insurance Renewal
Start date: May 11, 2026
WA
Will Anderson
2 workflows
New Segregated Fund
Start date: April 15, 2026
Convert Term Policy to Permanent
Start date: May 12, 2026
ET
Elena Thomas
1 workflow
KYC Review
Start date: April 16, 2026
EC
Emma Cameron
3 workflows
Convert Term Policy to Permanent
Start date: April 16, 2026
New Policy Application
Start date: April 16, 2026
Insurance Renewal
Start date: May 11, 2026
CS
Celene Smith
1 workflow
New Segregated Fund
Start date: April 17, 2026
JT
Jameson Thomas
1 workflow
Rebalance portfolio
Start date: May 8, 2026
DV
Deb Vincent
1 workflow
KYC Review
Start date: May 9, 2026
JC
Jennifer Cameron
1 workflow
KYC Review
Start date: May 13, 2026
LC
Lou Cameron
1 workflow
New Policy Application
Start date: May 13, 2026
RM
Rick Myles
1 workflow
KYC Review
Start date: May 14, 2026
JC
Joy Cameron
2 workflows
Insurance Policy Review
Start date: May 19, 2026
Insurance Renewal
Start date: May 19, 2026
Workflow Planning
Next Fiscal Quarter
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Next KYC Review
July 2026
August 2026
September 2026
0
5
2
2
3
Next Insurance Policy Review
July 2026
August 2026
September 2026
0
5
4
3
3
Insurance Renewal
July 2026
August 2026
September 2026
0
5
1
2
1
Clients who will turn 71 this year
July 2026
August 2026
0
5
1
1
Clients who will turn 65 this year
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