Tasks
8 total • 4 high priority
Review Q1 annuity performance report
HIGH•Lauren•Due 2026-04-14•capital
Process new agent contracts
HIGH•Ruby Vera•Due 2026-04-15•wellness
Schedule carrier review meetings
MEDIUM•Lauren•Due 2026-04-18•general
Update SNARK product sheets
MEDIUM•Lauren•Due 2026-04-20•snarks
Pull carrier scorecards
LOW•Brad Plummer•Due 2026-04-12•general
Onboard new wellness recruits
HIGH•Ruby Vera•Due 2026-04-16•wellness
Prepare defined benefits client proposals
HIGH•Lauren•Due 2026-04-17•snarks
Weekly team sync prep
MEDIUM•Lauren•Due 2026-04-14•general