These are ready-to-use Smart List configurations for the most common advisor scenarios. For each, the conditions are listed so you can recreate them exactly in the condition builder.
At-Risk Clients
Identify clients who are showing signs of disengagement before it becomes a fully lapsed relationship.
Conditions:
- Client Type is Seated
- Engagement Band is Low OR Engagement Band is Inactive
- Last Login Date is More Than 30 Days Ago
What to do with it: Review this list weekly. For each client, check whether there's a pending note, an outstanding action item, or a natural touchpoint (upcoming anniversary, recent loan). Use the list to prioritize outreach calls.
High-Value Prospects
Prospects who have been in discovery or proposal for a meaningful amount of time — these deals represent significant pipeline value and warrant close attention.
Conditions:
- Pipeline Stage is Discovery OR Pipeline Stage is Proposal
- Days in Current Stage is Greater Than 14
What to do with it: Sort by Days in Current Stage descending to see who has been sitting longest. Review each deal for a clear next action. If no meeting is scheduled, create a reminder.
Upcoming Policy Anniversaries (Next 30 Days)
Clients whose oldest policy is approaching its annual anniversary. These are natural touchpoints for annual review conversations.