Prospects

Prospects are prospective clients who have been quoted but have not actually written a policy with your agency yet. To access prospect information, at Home Base, click Clients & Files. From the dropdown menu above the list, select Prospects.

Prospects are listed by Client Number, Agency, Branch, Name, and Street. Scroll through the list to select the desired prospect, or type the first few letters of the prospect Code in the field below the list to jump to the closest match. (For more information on customizing and navigating this list, see List Management.)

The sidebar on the right portion of the screen contains an information summary for the selected prospect. The prospect name, address, residential, business, and mobile phone numbers, fax number, email address, agency, branch, customer service representative (CSR), producer, and broker display in this summary.

To view the detail screen for the selected prospect, click Detail.

Click Options to access the following workflows:

• Client Detail
• Move Client
• Activate/Inactivate Client
• Summary of Insurance
• Call History
• Prospect Screen Defaults
• Archives
• Real-Time Interface
• Generate Map
• Print a Barcode
• Market Appetite
• myTAM
• Links
• • 3rd Party Integration
  • Websites
• Search
• • Search Clients
  • Name Search
  • Invoice Search
  • Submission ID Search
• Prospect Filter
• • Use Filter
  • Filter Setup
• Create Label
• • Mail Label
  • File Label
• Listings Menu
• • Policy
  • Activity
  • Memo
  • Contacts
  • Info
  • Note
  • Attachment
• Workflows
• • Add a Client
  • Add an Activity
  • Add a Memo
  • Add a Note
  • Efiling
  • • Attach an Existing File
    • Attach an Email
    • Acquire and Attach Image
    • Letters
    • • Formletter
      • Proposal
      • Blank Letter
      • Rough Notes Surveys- Access the Rough Notes website (subscription required for use)

Click Cancel to return to Home Base.