Potentially create an area on Smartr whereby we can filter through the historical referrals made to the relevant protection adviser. Can then also use the notes section on this to update on any progress, so both the advisor and protection advisor can track this a lot closer.

Allow a protection review date so we can set annual reviews for protection policies.

Having a breakdown of where different leads come from for protection and b&C would be a great idea.

Be good to have two year and four year anniversary of when life policy goes live.