Add a Prospect Policy

You may enter up to six policies for each prospect.

Note: Policy information entered for prospects refers to the policies currently held by the prospects, not the policies that they will hold with your agency in the future.

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.
5. Click Add. The New Prospect Policy Detail screen displays.
6. Enter the following information into the fields.
   • Type: Policy type
   • Ins: Insurer currently writing coverage
   • Pr: Introducer
   • Status: Policy status (New)
   • Agnt: Agent
     Note: Leave blank if not an brokerage account (if customer belongs to another brokerage that is placing business through your agency).
   • Exp Date: Date current coverage expires or date proposal needed
   • Premium: Current policy premium or target premium
7. Click OK to save the policy detail.
8. Click Yes to confirm your entry.

To add a prospect application, see Add a Prospect Application.