Settings
These values drive owner routing, content validation, reminder timing and UTM generation across the app.
Organization
Global defaults.
Demo Mode — all external actions are simulated
Departments & owners
New requests are routed to the department owner automatically.
- Life & AnnuitiesOwner: Katie Lesslie
- Health & AncillaryOwner: Alexis Sifuentes
- Medicare / Provider RelationsOwner: Lynn Graham
Users & roles
Roles control who can approve, publish and configure.
- Katie Lesslie · katie@thebrokerageinc.comMARKETING MANAGER
- Alexis Sifuentes · alexis@thebrokerageinc.comMARKETING MANAGER
- Lynn Graham · lynn@thebrokerageinc.comMARKETING MANAGER
- Chris Huston · chris@thebrokerageinc.comCONTENT SPECIALIST
- Jennifer Hernandez · jennifer@thebrokerageinc.comCONTENT SPECIALIST
- TBI Administrator · admin@thebrokerageinc.comADMIN
- Dana Whitfield · dana@thebrokerageinc.comREQUESTOR
Content standards
Enforced in the content editor and the publish checklist.
Reminder defaults
Applied to every new webinar; individual webinars can override.
72 hours before
4320 minutes before start
48 hours before
2880 minutes before start
24 hours before
1440 minutes before start
Morning of event
360 minutes before start
Starting now (15 min before)
15 minutes before start
UTM convention
Used whenever links are generated.
Canva templates & training categories
- Webinar Announcement (1080x1080)
- Webinar Banner (1920x1080)
Product Training
Sales Skills
Compliance
Technology
Medicare Season
