Quotes, Prospective Clients

You may enter prospective clients in either…

• your “Prospective Clients” address set, then if they do take-up their quote move them to the “Individual Clients” set

…or…

• your “Individual Clients” address set, then if they do not take-up their quote you will need to either delete them, or move them to the “Prospective Clients” set

In either case the procedure is similar. In the example below the customer is first entered as a “Prospective Client” then moved to “Individual Clients”.

Enter the Prospect

Starting from the Durell “Main Menu”…

• Click the “Prospects” button
• This should take you to “Prospective Clients”. If not, refer to the “Set-up the People & Business Buttons” section in “Clients, Using Address Sets”
• Click the “Starburst” or “New” button
• In the “Create New Address Record” pop-up select the prospect’s details, using the dropdowns for Title, Sex and Marital status
• Enter the client’s name, home phone number and date of birth
• Use the “=” buttons to generate the postal and search names (e.g. “Mr R White” and “WHITE RJ”)
• Click “OK”

• Back on the main screen, enter the postcode and click the “=” button to the right of it
• Double-click the address to use, as shown below (or click on it to highlight, then click “Enter”)

• If relevant, select the adviser in your brokerage (i.e. the account handler)
• Click the red “Floppy Disk” or “Save” button

Start the Quote

• Click the “Policy” button on the toolbar
• Ensure “Start a new quote” is selected and click “OK”

• On the “New Quote” screen, below, ensure the “Type” and “Product” dropdowns are correctly set, then click “OK”
• To see how to enter the quote refer to “Quotes, Entering, Saving, Deleting”
• To see how to process the quote (e.g. “Take-up”, check for “Add-ons”, etc) see “Quotes, Insurecom, Processing”

Move Prospect into Client Address Set

At any time convenient to yourself after you have “taken-up” the quote (i.e. and therefore your prospect is now really a client) you should move the prospect record into the “Individual Clients” address set. To do so, starting from Durell’s “Main Menu”…

• Click the “Prospects” button
• Use the “Green Binocular” button to re-find the prospect in question (see “Clients, Finding Records”)
• Click the word “Record” on the File Menu line
• Click the option to “Move record/s”
• Change the “Target address set” dropdown to “Clients, Individual”, as shown below
• Ensure the “Move records” selection is set to “Current record”
• Click “OK”
• Click “Cancel” when done