Converting a Prospect to a Customer

Marking as Sold

Once you indicate a Prospect as "Mark as Quoted", the button immediately changes to Mark as Sold. This status button will remain for any Prospect you Mark as Quoted.

After you sell the quoted policy to the Prospect:


  • Go to the Details view of the Prospect.
  • Click the Mark as Sold button.
  • In the pop-up window, select the checkbox for each policy that was sold.
  • Enter the Policy Effect Date for each sold policy.
  • Click the Confirm button

Upon confirmation, the sold policies are visibly marked as SOLD and the Prospect is saved as a Customer. Any unsold quotes will automatically show up in the Cross-Sell section of the Customer view.

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