Advisor360 - MMLIS Cases Tracking

Account Opening Dashboard

• Access via Advisor360 Dashboard – Popular Applications & Links Widget shortcut or Practice360 – Account Servicing Tab
• Cases entered and submitted in Advisor360 Account Opening will show in Dashboard
• Drafts saved – maybe edited, deleted or submitted to HO for processing
• Required forms – maybe downloaded in PDF for wet sign or send to DocuSign for eSign

Variable Annuity Order Entry (VAOE)

• Access via Advisor360 Dashboard – Popular Applications & Links Widget shortcut or Practice360 – Account Servicing Tab
• Link to start application is available after account opening on the Dashboard
• Application started – may continue to edit and submit to HO
• Application submitted – maybe copied and duplicated to start a new application

Advisor360 Cases Widget

• Maybe added to Advisor360 Dashboard
• Recommend to review NIGO cases under Follow Up Required tab regularly

 Advisor360 Cases Tab

• Access via Cases Widget or Practice360
• Find cases in different statuses, for a specific case, advisor, category, client or account number

• Look at details of a case and use Notify Case Owner to respond to HO

Resources

• MMLIS Business Follow Up Recording / Presentation
• Practice360° Cases Reference Guide