Overview

This help page documents how to manage advisor and agency requests within SmartOffice CRM. When viewing an advisor or agency profile, users can access a content link to see all assigned requests—these are "outstanding requirements that the advisor or agency must complete in order to sell current pending cases."

Key Sections

Advisor Request List Section

Users can view, add, and manage requests assigned to specific advisors/agencies. The page suggests adding custom columns to track timing metrics like "Days with Advisor" (time in Pending Advisor status) and "Days at Carrier" (duration in Pending Carrier status).

Main Capabilities

• View request details by clicking hyperlinks
• Create new advisor requests via the Options button
• Add requirements to requests
• Assign multiple requests to different managers using "Mass Assign Current Manager"
• Access related pending cases

Advisor Obtained Requirement List Section

Displays completed advisor requirements excluding appointments, contracts, licensing, and compliance items.

Note

The page emphasizes that this content link shows data specific to the selected advisor/agency only. For system-wide request management, users should access the main Advisor Request List from the SmartOffice menu.