Insured & Prospect Management (17)

Workflows for creating, managing, and maintaining insured and prospect records, including contact details, notes, and opportunities.

How to Add a New Prospect or Insured in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:23 PM by Richard Rosenthal
How to Add a New Policy in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:24 PM by Richard Rosenthal
Commercial Workflow

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:24 PM by Richard Rosenthal
Understanding the Difference Between a Prospect and an Insured

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:26 PM by Richard Rosenthal
How to Convert a Prospect to an Insured

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:30 PM by Richard Rosenthal
How to Merge Duplicate Insured Records

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:33 PM by Richard Rosenthal
How to Edit an Insured’s Contact Information

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:35 PM by Richard Rosenthal
How to Upload Documents to an Insured’s Profile

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:36 PM by Richard Rosenthal
How to Tag Insureds for Filtering and Marketing

Created by Richard Rosenthal, Modified on Wed, 3 Sep at 3:18 PM by Richard Rosenthal
How to Use the Opportunities Tab in a Prospect or Insured Record

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:41 PM by Richard Rosenthal