Creating an SOA Request

Let’s take a look at how to create a new SOA Request for your paraplanner

Step 1: Add New SOA Request

From the top navbar, select ‘Add New’

Then select ‘New SOA Request’.

Step 2: Fill Out The Popup

Search your client from your source CRM. The adviser will be pre-populated from the source CRM

Complete the Add SOA Popup with the relevant details.

You can upload your SOA Request Form to the request from the Popup and assign the request to your paraplanner.

Step 3: Add Any Details

Your new SOA Request will be created with the status ‘New Request’.

You can add any further instructions and documentation for the paraplanner in the Comments section. If the paraplanner has access to your CRM, all documents can be stored in Xplan for the paraplanner to retrieve.

Your paraplanner will communicate using the comments section in the SOA Details. The paraplanner will also send any notifications to you using the email function in the SOA Request.

Using an External Paraplanner?

Do you contract your SOA’s out to an external paraplanner and you can’t assign the job to them?

You can send your paraplanner a shared user request to start working together. Check out the link below to add a shared user to your network.

https://www.icomply2.com.au/ic2app-tips/starting-a-new-project-cj4sd