Add a Prospect Application

Before completing this workflow, you will need to have added a prospect policy.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Prospects.
3. Select the desired prospect from the list.
4. Click the Policy List button to access the Policy List.
5. Select the appropriate policy.
6. Click Options and then click Application.
7. Click Yes to confirm that this is a new application. The new ACORD application displays.
8. Enter the application information as desired. Click the tabs on the bottom of the application or use the [Page Down] key to enter information on different application screens.
9. Click File > Save to save the application.