Smart Lists are saved, dynamic filters that automatically update as your client data changes. Build a list once — it stays current without manual maintenance.
What Smart Lists Do
A Smart List is a set of conditions applied to your client book. Every time you open the list, it runs those conditions against your current data and shows you the matching clients. Add a new client who qualifies, and they appear automatically. A client no longer meets the conditions, they drop off.
Common Smart Lists advisors build:
- Clients with high loan balances and low engagement
- Prospects in the Discovery stage not contacted in 30+ days
- Seated clients with no policy snapshot in 90+ days
- Active clients with policies older than 5 years (anniversary review candidates)
Creating a Smart List
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Go to Clients → Smart Lists in the left navigation.
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Click "New Smart List."