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Contact Management

Contact Owner vs. Writing Advisor vs. Servicing Advisor
Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merge Contacts Global Search Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Sales Pipeline vs. Additional Pipelines Custom Fields Designer Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email Primary vs Preferred Contact Information Risk Tolerance Employer Search in Contact Details Adding, Editing, and Deleting Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Contact Details Page Overview Contact Owner vs. Writing Advisor vs. Servicing Advisor

Contact Management

Sales Pipeline Management Sales Pipeline Stages Contact Management Dashboard Financial Questionnaire Client Status Sending and Receiving Emails Sending and Receiving Transactional Text Messages Contact Categories Contact Tags Managing Contacts Marketing Subscriptions Client Termination Reason Contact Custom Fields Merge Contacts Global Search Creating Segments Creating and Saving Contacts filters Managing Notes Note Templates Defining Family Relationships How to Identify and Filter Duplicate Contacts Contact Writing and Servicing Advisors Sales Pipeline vs. Additional Pipelines Custom Fields Designer Companies Module Deals Module Families (Households) Download Notes as PDF Sales View vs Servicing Advisor View How Possible Duplicate Contacts Are Detected How to Handle Duplicate Contacts When Family Members Share the Same Email Primary vs Preferred Contact Information Risk Tolerance Employer Search in Contact Details Adding, Editing, and Deleting Contacts Bulk Actions on Contacts Trash: Deleting and Restoring Contacts Marking Contacts as Spam Contact Details Page Overview Contact Owner vs. Writing Advisor vs. Servicing Advisor

Contact Owner vs. Writing Advisor vs. Servicing Advisor

LeadCenter uses Owner, Writing Advisor, and Servicing Advisor for different purposes. These fields may sometimes have the same value, but they do not mean the same thing. This article explains what each field represents and when it should be updated.

At a Glance

Field What it means When it usually changes
Owner The team member currently responsible for working the contact. When responsibility for follow-up or day-to-day handling changes.
Writing Advisor The advisor credited with writing or closing the business. When business is written, or when a past attribution needs correction.
Servicing Advisor The advisor responsible for the ongoing client relationship after the sale. When the servicing relationship changes.

What Each Field Is Used For

Owner

The Owner is the operational assignee for the contact. This is the person actively responsible for follow-up, communication, and pipeline movement.

In most cases, Owner should reflect who is currently working the contact now, not who originally closed the business.

Writing Advisor

The Writing Advisor is the advisor associated with writing or closing the business. This is a historical attribution field and should usually remain stable once it has been set correctly.

Servicing Advisor

The Servicing Advisor is the advisor who manages the ongoing relationship after the contact becomes a client. This field is especially important when a client continues to be serviced by someone other than the advisor who originally wrote the business.

How These Fields Work Together

These fields can all be different, or they can all be the same person. That depends on how your team handles intake, sales, and ongoing client service.

  • If one advisor handles everything, all three fields may match.
  • If an intake rep or SDR handles early follow-up, Owner may differ from the advisor fields.
  • If one advisor closes the business and another services the client, Writing Advisor and Servicing Advisor should differ.

Common Scenarios

A new contact comes in

  • Owner: the person currently following up
  • Writing Advisor: blank until business is written, if applicable
  • Servicing Advisor: blank until an ongoing advisor relationship is established, if applicable

The contact is handed from intake to an advisor

  • Update Owner to the advisor now handling the contact.
  • Writing Advisor and Servicing Advisor may still remain blank at this stage.

The contact becomes a client

  • Set Writing Advisor to the advisor credited with the business.
  • Set Servicing Advisor to the advisor responsible for the ongoing relationship.
  • Owner may remain the same or may be updated based on who now manages the contact.

The client is transferred to another advisor for servicing

  • Update Servicing Advisor to the new advisor.
  • Writing Advisor usually stays the same.
  • Owner may also change if day-to-day responsibility changes.

Best Practices

  • Use Owner for current responsibility. This field should reflect who is actively working the contact now.
  • Keep Writing Advisor historical. Do not change it unless you are correcting an attribution error.
  • Update Servicing Advisor when books move. This helps keep client ownership and servicing views accurate.
  • Do not treat these fields as interchangeable. They may match, but each field serves a different purpose.

FAQs

Can the same person be the Owner, Writing Advisor, and Servicing Advisor?

Yes. In some firms, one person handles all three roles.

Should I update Writing Advisor when a client moves to a new advisor?

Usually no. If the original advisor wrote the business, Writing Advisor should typically stay the same. In that case, update Servicing Advisor instead.

Which field should I update when someone else starts working the contact?

Update Owner.

Is this article the same as setting up Writing Advisor and Servicing Advisor?

No. This article explains the difference between the fields. For field setup and assignment details, see Contact Writing and Servicing Advisors.

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