TBI

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.com
    MARKETING MANAGER
  • Alexis Sifuentes · alexis@thebrokerageinc.com
    MARKETING MANAGER
  • Lynn Graham · lynn@thebrokerageinc.com
    MARKETING MANAGER
  • Chris Huston · chris@thebrokerageinc.com
    CONTENT SPECIALIST
  • Jennifer Hernandez · jennifer@thebrokerageinc.com
    CONTENT SPECIALIST
  • TBI Administrator · admin@thebrokerageinc.com
    ADMIN
  • Dana Whitfield · dana@thebrokerageinc.com
    REQUESTOR

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