1. CREATE
Connect With MFT
Activity
OUTCOMES:
 No Valid Phone
#
 Inbound Call
 Inbound Email
 Skip Activity
 Call Contact
 Reassign/
Reschedule
HELPER DISPLAYED
OUTCOMES:
 Left message
 No Answer
 Not Interested
 Non‐Qualified
 Conversation
 Interested
Follow‐up
 Interested New
Business
CLICK Close
Click‐to‐call is
activated
CLICK
Left Message
Or
No Answer
CLICK
Call Contact
WORK MFT
Connect
With,
Outbound
Call 2 or
Outbound
Call3
Activity
END PROCESS
START PROCESS
LOAD MFT Leads
based on pre‐
determined criteria
SEND
MFT Auto Email #1
HELPER DISPLAYED
OUTCOMES:
 Not Interested
 Non Qualified
 Interested
Follow‐up
 Interested New
Business
 Bad Contact
Info
 Reassign/
Reschedule
HELPER DISPLAYED
OUTCOMES:
 Stay In Plan
 Rollover
Outside Plan
 Distribution
HELPER DISPLAYED
OUTCOMES:
 Zero Balance
 Still Employed
CLICK
Not Interested
CLICK
Not Qualified
CLICK
Not Interested
CLICK
Inbound Call
Or Inbound Email
CLICK
Interested
New Business
CLICK
Interested
Follow‐up
CLICK
Not Qualified
CREATE
MFT Outbound Call
2 Activity
OUTCOMES:
 No Valid Phone
#
 Inbound Call
 Inbound Email
 Skip Activity
 Call Contact
 Reassign/
Reschedule
END PROCESS
END PROCESS
SELECT Outcome
1st
Attempt?
CREATE
MFT Outbound Call
3 Activity
OUTCOMES:
 No Valid Phone
#
 Inbound Call
 Inbound Email
 Skip Activity
 Call Contact
 Reassign/
Reschedule
2nd
Attempt?
3rd
Attempt?
NO
NO
SELECT
Outcome
YES
HELPER DISPLAYED
Open text note field
CLICK
Conversation
CLICK
Submit
CLICK
Bad Contact
LAUNCH NEW
BUSINESS
HELPER
LAUNCH
FOLLOW‐UP
HELPER
CLICK
Interested
New Business
CLICK
Interested
Follow‐up
LAUNCH NEW
BUSINESS
HELPER
LAUNCH
FOLLOW‐UP
HELPER
SEND MFT
Auto Email
#2
SEND MFT
Auto Email
#3
CREATE
MFT
Outbound
Email #2
Sent
Activity
CREATE
MFT
Outbound
Email #3
Sent
Activity
CREATE
MFT Outbound
Email #1 Sent
Activity
CLICK
No Valid Phone #
or
Skip Activity
On Outbound Call 2/3
END PROCESS
CLICK
Skip Activity
On Outbound Call 3
CLOSE
Connect
With
MFT
Activity
CLICK
Reassign/Reschedule
CLOSE
MFT
Activity
CLICK
Reassign/
Reschedule
CLICK
Reassign/
Reschedule
ADD/TYPE
Note about
conversation
YES
CREATE
MFT Follow‐
up Letter
Activity

2. Appt Scheduled?
CREATE MFT
Appointment
Activity
OUTCOMES:
 Close
 Inbound Call
 Inbound Email
 Call Contact
 Reassign/
Reschedule
YES
WORK MFT
Appointment
or MFT
Appointment
Follow Up
Activity
CREATE
MFT Outbound
Email #1 Sent
Activity
HELPER DISPLAYED
OUTCOMES:
 Left message
 No Answer
 Not Interested
 Non‐Qualified
 Conversation
 Interested
Follow‐up
 Interested New
Business
Click‐to‐call is
activated
CLICK
Left Message
Or
No Answer
CLICK
Call Contact
HELPER DISPLAYED
OUTCOMES:
 Not Interested
 Non Qualified
 Interested
Follow‐up
 Interested New
Business
 Bad Contact
Info
 Reassign/
Reschdule
HELPER DISPLAYED
OUTCOMES:
 Stay In Plan
 Rollover
Outside Plan
 Distribution
HELPER DISPLAYED
OUTCOMES:
 Zero Balance
 Still Employed
CLICK
Not Interested
CLICK
Not Qualified
CLICK
Not InterestedCLICK
Inbound Call
Or Inbound Email
CLICK
Interested
New Business
CLICK
Interested
Follow‐up
CLICK
Not Qualified
END PROCESS
END PROCESS
SELECT Outcome
YES
SELECT
Outcome HELPER DISPLAYED
Open text note field
CLICK
Conversation
CLICK
Submit
CLICK
Bad Contact
LAUNCH NEW
BUSINESS
HELPER
LAUNCH
FOLLOW‐UP
HELPER
CLICK
Interested
New Business
CLICK
Interested
Follow‐up
LAUNCH NEW
BUSINESS
HELPER
LAUNCH
FOLLOW‐UP
HELPER
END PROCESS
1st
Attempt?YES
2nd
Attempt?
NO
CREATE
MFT
Appointment
Follow Up
Activity
CLOSE
MFT
Appt
Activity
CLICK
Reassign/Reschedule
ADD/TYPE
Note about
conversation

3. LAUNCH
NEW
BUSINESS
HELPER
CREATE New
Business
Activity
CREATE
Follow‐up
Activity
END PROCESS
LAUNCH
FOLLOW‐UP
HELPER
SELECT
Date/Time
CLICK
Submit
COMPLETE
New
Business
Helper
CLICK
Submit
CREATE
MFT Follow‐up Letter
Activity
OUTCOMES:
 Send Letter
 Do Not Send Letter
CLOSE
MFT Follow‐up
Letter
Activity
STATUS: No Letter
Sent
PRE‐POPULATE
PDF with Contact
Information
CLICK
Do Not
Send
Letter
CLICK
Send
Letter
END PROCESS
SEND
PDF to CR Print
Services
CLOSE
MFT Follow‐up
Letter
Activity
STATUS: Letter Sent
SAVE
PDF to Contact
Docs
RETRY Fails?
CREATE
Research
Activity
Assigned to: Team
Ops
OUTCOMES:
 Sent Letter
 No Letter Sent
Address on
File?
DISPLAY
Dialog Box
DISPLAY
Validation
Message in
Dialog Box
DISPLAY
All Addresses
on file
NO
YES
User works
MFT Follow‐
up Letter
activity
CLICK
Close
User
Selects
Address
CLICK
Submit