After setting up the Masters, now we move to the Upcoming Policies. Here we will be learning how to add a prospect, follow up on a prospect, and eventually convert the prospect into a policy. Also will be learning how to add /select/edit a client, add/edit a prospect, customize client and policy, multiple prospects in one go, search and filter, follow up dispositions, and mark as lost.

How to add a lead or a prospect?

Click on “+” → Add business → Prospect. Start entering the client details. Under the client name, search for a particular name from the database. Searching will help you to avoid duplication and errors. Now you can add a new client, So click on Add New Client. Under the client name, enter the name of the client, and enter the client address. As we have already selected the client anime, automatically the contact information will be fetched. You can change it if you want. Click on Add More to add additional contact details. Now click on Next. So we are into Step II, Business Details.

Choose the business owner (a qualified business person who has cleared all the exams of IRDAI and is authorized to book business under his name), check the other details as shown, and select the type of business (New: an entirely new lead, Rollover: Market roll over, Renew: It is a renewal).

Select the policy and enter the Gross premium if you have the policy in advance, automatically the system will now calculate the premium size, select tentative start date which means the start date the customer is planning to take this policy, then the first follow-up date will be calculated automatically, Now click on Save. 

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To edit a prospect,

Go to the Policies → Upcoming page. To edit a prospect, click and expand the respective row, scroll down to the borrow, and click on the Edit button, You will be navigated to the initial add prospect page where you can see most of the details in an editable format. Edit the necessary items you want, click on Next and you will be navigated to the Business Details page, do the changes here if you have any, and click on Save to complete the process.

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Go to the Policies → Upcoming page. Let’s see how we can create a custom field for a client. Click and expand a particular prospect. Click and expand on a particular prospect. Scroll down and click on Edit. Seeing this page, let's add some additional information, say customer type. For that, Settings> Policy> Client Master.

Client master is a place where you manage all your clients. Click on Add Custom Fields, enter the necessary details, and click Add to create a new custom field. This is how you create a custom field for a client. Now you go back to the Policies Upcoming and edit a customer, you could see the newly created custom fields there. Select the necessary type and click on Save to complete the process.
Similarly, you can create different necessary custom fields on the Client details page.

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Go to the Policies → Upcoming page. Let’s see how we can create a custom field for a policy. Click and expand a particular prospect. Click and expand on a particular prospect. Scroll down and click on Edit. Seeing this page, let's add some additional information, say vehicle number and vehicle type for a Private Car policy. For that, Settings> Policy> Policy Master.

Policy master is a place where you manage all your policies. Click on Add Custom Fields, enter the necessary details, and click Add to create a new custom field. This is how you create a custom field for a policy. Now you go back to the Policies Upcoming and edit a customer, you could see the newly created custom fields there when you select the policy as Private Car. Enter the newly asked details and click on Save to complete the process.

Similarly, you can create different necessary custom fields on the Client details page for any particular policy

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Let’s see how to add multiple prospects in one go. Click on “+”→ Add Business→ Prospect. Now search and select a particular client, scroll down and click on Next, choose the Business Owner, cross-check the details, choose the type of business and other details.

After completing the entry, before saving it, you can see an Add More button at the bottom. To add multiple prospects, click on it. All basic details will be auto-filled in this form. Cross-check the details, enter the new policy details on respective fields, cross-check all the details, and click on Save.

Similarly, you can add any number of prospects in one go.

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Let’s see how search and apply filter functionalities work. If you want to search for a client using the client name, simply type the client name on the search bar and automatically all the client entries will be fetched. You can search for a client via other attributes also such as vehicle make, model, etc.

Furthermore, if you want to drill down to more advanced details, click on Apply filter button. Here you can use all the available fields for getting your exact search results.

In these ways, you can make use of Search and Apply Filter functionalities to make your search easy and efficient.

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Click and expand a particular client. Scroll down until you see the Followup Methods drop-down. Here you can choose and enter the follow-up note and enter the conversation summary you had with your customer. Below you can select the next follow-up date.

Click Add Followup to complete the process. Now you can see that a follow-up note has been added and the next follow-up date has been recorded.

To view all your follow-ups and their statuses, go to the top section, on the table header section, you can see different switch tabs such as All, Overdue, Due Today, Followups, etc. Click on the Followups from the tab header and you could see the list of all followups and their current statuses

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You will use the Disposition and Subdispositions features if you are having a call center model business. On the right-hand side, you could see the Settings button. Click on Organization → Organisation Master. Once you come here, scroll down to the bottom and you could see a drop-down called Disposition. Select Enable and click on Save.

Now click on Policies> Upcoming> Fresh. Scroll down and click any of the prospects, under the follow-up section, you could see the Disposition and Subdispostion features. But before moving this, we have to set up the Masters.
Go to the Settings button. Click on Policy → Disposition. Here you can we can put dispositions like whether contacted or not contacted.

To do that, click on Add Disposition, enter the position number, and enter the disposition name, if you want this to be shown on the Upcoming, Converted, or Installments page, please check accordingly, Now click on Add to complete the process.
Similarly, let’s set up Subdispositions. Go to the Settings button. Click on Policy → Sub Disposition. To do that, click on Add Sub Disposition, enter the position number, enter the disposition name and click on Add to complete the process.
Now go back to Policies → Upcoming → Fresh. Scroll down and click any of the prospects, under the follow-up section, you could choose the Disposition and Subdispostion dropdowns. Select them accordingly. In this way, you can use these features.

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Click on Policies → Upcoming → Prospect (Click & Expand) → Mark as Lost. You will be asked for stating a reason for loss. A pop up will be displayed asking for stating the reason from the drop down (so later you can analyse the loses by reason in Lost Business Report). If you want a reminder next year, set the next tentative date and reminder date time and click on Set Reminder. If you do not want a reminder, click on Close Prospect Permanently button.

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