New Feature for Field OSJs and Home Office Supervisors

Saturday, January 5th, 2013 and is filed under AI Insight News

January 5, 2013 – Field OSJs and Home Office Supervisors now have the ability to select exactly which Advisor activity alerts they would like to receive via email. This new feature provides a much more targeted way to keep track of what Advisors are doing within the AI Insight system.

If you are an OSJ/Supervisor, you may customize your settings by logging into your Advisor account, selecting Compliance Log, then selecting the last option, Email Notifications. Check the boxes next to the notifications you would like to receive, then click on SAVE.