Work your book: the next five names

Take the next name. Call, complete their profile, run the play for their goal. Check GrantAI and the proposal before you show either.

Do it in Genius

All cases→ Recent Clients

Practice Client, 3 Nov 2026: Recent Clients lists each case. Activity shows when it was last touched. Search clients and Export sit above.

Open your clients in Genius (opens the app in a new tab)

In the app: CRM → All cases

(opens full size in a new tab)

1. 1.

   Take the next name from Recent Clients. Call two or three times that day. Leave one short voicemail, on the last try only.

   The client card has no reminders, so keep your own tally of tries. Ask your IMO which calling rules apply.

2. 2.

   Once they talk, create the client if they are new. Then complete their profile in Qualify, Suitability questionnaire, before any analysis.

   Most states require more than risk tolerance. The questionnaire also asks income, debts, net worth, time horizon and funding source.

   See also:

   • A new name? Put the client in: the first case
   • Every fact the profile needs
3. 3.

   Run the play that fits their goal.

   The form's Goals & Objectives includes Generate Income and Growth & Accumulation. Legacy focus sits under Additional Features.

   See also:

   • Income for life
   • Growth with limits
   • For the family
   • Owns an annuity? Review it
4. 4.

   Ask GrantAI about this client and check the answer against the profile. Then make the proposal. Save your reason in Save Note.

   Give the disclosures your state requires before you recommend. Keep what you send. Ask your IMO which forms apply.

   See also:

   • Ask GrantAI
   • The proposal