Primary Advisor Ownership

Use My book for daily practice work. Use Agency book when reviewing the full shared pool, auditing coverage, exporting a wider list, or helping another advisor.

Unassigned Records

Unassigned is intentional. It is useful for:

• Imported contacts that need triage
• Shared intake queues
• Prospects not yet routed to a relationship owner
• Clients temporarily waiting for reassignment

Unassigned records are still agency records. They are not hidden or deleted; they simply do not count toward any one advisor's My book view.

Existing Clients After Joining an Agency

When existing one-advisor contacts enter the shared agency model, Policy Stack keeps their current advisor as the primary advisor. That makes the agency view useful immediately: records already associated with one advisor appear in that advisor's My book view instead of landing in an unassigned pool.

Setting the Initial Advisor

When adding a client or prospect inside an agency, use the Assigned advisor field during intake:

1. Choose yourself for your own book.
2. Choose another active agency member when you are entering the record for them.
3. Choose Unassigned when the agency has not routed the record yet.

The assigned advisor becomes the primary advisor on the shared record.

Changing the Primary Advisor

Open the client detail page and use the Primary advisor control in the header area. Depending on your agency permissions, you can assign the record to another active member or clear it back to Unassigned.

Changing the primary advisor updates ownership for agency filtering and routing. It does not delete notes, timeline entries, connection history, seat history, or client data.

Practical Workflow

For most agencies, a simple operating rhythm works well:

1. Review Unassigned records regularly.
2. Assign each ready record to an active advisor.
3. Work from My book during the day.
4. Use Agency book for agency-wide reviews, coverage checks, and exports.

Related Reading

• Working as an Agency (Shared Client Pool)
• Book of Business

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.