MMSD Trans Specs

Task Description

[Client name] – [company]  – single contact
[Client 1 & Client 2] – [company] – 2 contacts
[Client 1 & Others] – 3 or more contacts or recording with multiple notes

Note Type

Normal – New
Normal – Existing

Date

As dictated. Use the received date in DANA if none. (Always check the contact’s profile for existing activities)

Time

Leave blank if not dictated.
If dictated: Time needs to be converted based on the territory of the MD. Put the converted time in IC.
Can do time assumptions (in Salesforce)
Breakfast: 8:00
Lunch 12:00 PM
Dinner 6:00 PM
For Existing: Indicate in IC the time from existing note and plot accordingly.

Contact Name

Use the contact name found in Salesforce.
For duplicate profiles:
Always use the contact that has MM CRM as Contact Owner Alias (MMSD Financial Professional)

Account Name

As dictated. Leave blank if none provided.

Location

As dictated. Leave blank if none provided.

Activity Type

Check the context of the note if type is not dictated.

Small Virtual Meeting (Less than 10 Attendees)
Group Meeting (In-Person)
Large Virtual Meeting (More than 10 Attendees)
One on One (In-Person)

Subject

As dictated. If none, base it on the context of the meeting notes For Existing Activities: Copy the Subject found from existing event.

Text

Capture notes verbatim

Topic

Check the context of the note if Topic is not dictated.
(Check MMSD Terms for description of each Topic)
Access
Advance Sales
Advisor Ops
Application

Compliance/Suitability

Conference
Conversion
Due Diligence
Event Follow Up

Follow Up
Illustration

Leveraged Meeting
New Business
Policy/Inforce
Private Financing
Product/Riders
Sales Lead Generation
Taming
Training
UW

Optional Topic

As dictated. Leave blank if none provided.
Apex VUL
Business Planning (Buy-Sell, EB, Key, Split)
Charitable Planning
Compliance/Suitability
Continuing Education
Estate/Trust Planning
Follow Up
Foreign National

GUL/SUL
Honeymoon Rider
Legislation/Regulations
Non-Qualified Plans
Owner/Beneficiary Issues
PDA/SPIA
Premium Finance
Qualified Plans
Simplify
Supplemental Income
Taxation/1035

WL

Product Line

As dictated. Leave blank if none provided.
Life Insurance
Disability
Annuity
Hybrid

Policy

As dictated. Leave blank if none provided.

Related To Organization

Leave blank unless MD dictated different Firm/Related to Account

University Modules

As dictated. Leave blank if none provided.

# Expected Attendees

As dictated. Leave blank if none provided.

# Actual Attendees

As dictated. Leave blank if none provided.

Location

As dictated. Where the meeting took place.

All Day Event

Tick as dictated.

Note Type

Task (Completed Phone Calls)

Date

As dictated. Use the received date in DANA if none.

Time

If dictated: DO NOT USE the time field.

Add the time to the Comments/Notes field

Contact Name

Use the contact name found in Salesforce.
For duplicate profiles:
Always use the contact that has MM CRM as Contact Owner Alias (MMSD Financial Professional)

Account Name

As dictated. Leave blank if none provided.

Location

As dictated. Leave blank if none provided.

Activity Type

ACD – Not used
Email – Not used
Inbound

Outbound

Small Group Meeting- Under 10 Advisors

Case Support

Underwriting Negotiations

Consultative Call

Complex Case Design

Outbound Issued not reported

Service into Sales

Illustration

Informal Follow-up
(For dictated emails, still use Outbound. Use Email as subject)

Subject

As dictated.
If none, base it on the context of the Task notes

Comments/Description

Capture notes verbatim
**If time was dictated, use this format:
8:00 AM
<space>
[Call Notes]

Topic

Check the context of the note if Topic is not dictated.
(Check MMSD Terms for description of each Topic)
Access
Advance Sales
Advisor Ops
Application

Compliance/Suitability

Conference
Conversion
Due Diligence
Event Follow Up

Follow Up
Illustration

Leveraged Meeting
New Business
Policy/Inforce
Private Financing
Product/Riders
Sales Lead Generation
Taming
Training
UW

Optional Topic

As dictated. Leave blank if none provided.
Apex VUL
Business Planning (Buy-Sell, EB, Key, Split)
Charitable Planning
Compliance/Suitability
Continuing Education
Estate/Trust Planning
Follow Up
Foreign National

GUL/SUL
Honeymoon Rider
Legislation/Regulations
Non-Qualified Plans
Owner/Beneficiary Issues
PDA/SPIA
Premium Finance
Qualified Plans
Simplify
Supplemental Income
Taxation/1035

WL

Product Line

As dictated. Leave blank if none provided.

Related To Organization

Leave blank

Assigned to

Copy the MD’s name from Marketing Director

Status

Completed

Note Type

Follow-up (Open Tasks)

Date

As dictated. Send Task Comment/Clarification if not provided or vague

Time

Blank

Contact Name

Use the contact name found in Salesforce.
For duplicate profiles:
Always use the contact that has MM CRM as Contact Owner Alias (MMSD Financial Professional)

Account Name

As dictated. Leave blank if none provided.

Location

As dictated. Leave blank if none provided.

Activity Type

Base the Activity Type on the context of the task

ACD – Not used
Email – Not used
Inbound

Outbound

Small Group Meeting- Under 10 Advisors

Case Support

Underwriting Negotiations

Consultative Call

Complex Case Design

Outbound Issued not reported

Service into Sales

Illustration

Informal Follow-up

Subject

As dictated.

Default: Follow-up for [Contact’s Name]:

Comments

Capture notes verbatim

Topic

Check the context of the note if Topic is not dictated.
(Check MMSD Terms for description of each Topic)
Access
Advance Sales
Advisor Ops
Application

Compliance/Suitability

Conference
Conversion
Due Diligence
Event Follow Up

Follow Up
Illustration

Leveraged Meeting
New Business
Policy/Inforce
Private Financing
Product/Riders
Sales Lead Generation
Taming
Training
UW

Default: Follow Up

Optional Topic

As dictated. Leave blank if none provided.
Apex VUL
Business Planning (Buy-Sell, EB, Key, Split)
Charitable Planning
Compliance/Suitability
Continuing Education
Estate/Trust Planning
Follow Up
Foreign National

GUL/SUL
Honeymoon Rider
Legislation/Regulations
Non-Qualified Plans
Owner/Beneficiary Issues
PDA/SPIA
Premium Finance
Qualified Plans
Simplify
Supplemental Income
Taxation/1035

WL

Product Line

As dictated. Leave blank if none provided.

Related To Organization

Leave blank unless MD dictated different Firm/Related to Account

Assigned to

As dictated by MD.

Status

Default: Open