Insured & Prospect Management (17)

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

How to View and Add Notes for an Insured

Created by Richard Rosenthal, Modified on Wed, 17 Sep at 3:35 PM by Richard Rosenthal
How to Add and Manage Additional Interests

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:43 PM by Richard Rosenthal
How to Manage Active vs. Inactive Insureds

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:47 PM by Richard Rosenthal
How to Delete or Archive a Prospect or Insured (and When You Should or Shouldn’t)

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:48 PM by Richard Rosenthal
Setting Up an Insured User Account in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:49 PM by Richard Rosenthal
How to Link Insureds

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:50 PM by Richard Rosenthal
Simplify Your Prospecting with QuoteLinq in Momentum AMS

Created by Richard Rosenthal, Modified on Wed, 27 Aug at 4:52 PM by Richard Rosenthal