Base camp · Field kit
What are we doing today?
Everything here writes straight into the opfinances.com CRM. Answers save on this device as you go, so a dropped call does not cost you the appointment.
Personal Financial Review
The needs analysis. Household, income, expenses, assets, existing coverage, goals, and the coverage gap. Run this on the first appointment.
Client Intake · Life Insurance
Full application intake. Handles a spouse, any number of children, several existing policies, and as many beneficiaries as the case needs.
Client Intake · Annuity / Rollover
Owner and annuitant, source of funds, transfer type, suitability, product selected, and banking.
New Agent
Filled by the recruiting agent. Starts the licensing pipeline and records the state-by-state acknowledgment.
Answers are stored on this device until you submit. Do not leave a completed form open on a shared screen. These forms collect sensitive personal and financial information.