Update Prospects

Use this button to grab an insured and make him a prospect.

Use this area to enter your prospect Name & address.   You may use all 4 lines.

Enter a website for this prospect

Enter a email address for this prospect.   Use the Email button to launch your email program.

<TODO> Insert description text here... And don't forget to add keyword for this topic

This will allow you to track all contacts for this prospect.

<TODO> Insert description text here... And don't forget to add keyword for this topic

Enter a code for the type of policy he is a prospect for.   For example homeowners enter hom

What is the status of this prospect.   something like policy pending.

You will enter all actions for this prospect in this area.

Save the record.

<TODO> Insert description text here... And don't forget to add keyword for this topic

Indicate hte current premium.

<TODO> Insert description text here... And don't forget to add keyword for this topic

First name of the contact

Last name of the contact.

Use this button to save as many notes as you need.

Add a new action.   Action would be listings of things that have been done for the prospect.   They could be things to do for the prospect.

Where did the prospect come from.

This area is for your own use.

Inidcate here other items this person is a prospect for.