Your Specialists,on a schedule.

Pairs with the Refill Triage Specialist, running on a Monday cadence. Pulls every active refill thread, flags anything stalled past your protocol, and posts a triage list to the practice manager's Approvals before huddle.

Pulls the prior month's books from QuickBooks or your Xero export, runs the Close Reviewer Specialist's review against the trial balance, and drops a snapshot in the partner's Approvals before the close meeting.

Builds a renewal pipeline view from your AMS exports, surfaces accounts up for renewal in the next 90 days, and drafts initial carrier outreach for producer review — so the book never gets surprised by a slip.

Pairs with the Macro Analyst, running on a clock. Pulls overnight FRED data and World Bank deltas, drafts the morning brief, and routes it to the portfolio committee for sign-off in Approvals before the open.

Watches SEC EDGAR for your covered tickers. The moment a 10-Q, 10-K, or 8-K hits, the SEC Filings Analyst runs against it and drops a draft earnings memo in your senior analyst's Approvals.

Pairs with the Bank Credit Analyst, running on the FDIC release calendar. The morning Call Reports land, drafts a peer-percentile delta memo for your watchlist banks and routes to the credit officer for sign-off in Approvals.

Pairs with the Client Update Author, on a Friday rhythm. Sweeps the week's account activity (Knowledge, HubSpot, Slack, calendar), drafts one update per active client, and queues them in the account owner's Approvals for sign-off before EOW.