In The Agency Advantage, you are able to manage prospective customers by entering X-Dates.
A prospect is an account, having no active policies, where a current x-date has been entered. A prospect will be denoted by the blue PROSPECT label in the upper left corner of the Customer Folder.
The X-date can be entered under the X-dates tab within the Customer Folder.
You have the ability to filter your search results in Customer Lookup so that only active, inactive or prospective accounts appear.
- The X-Date Listing will give you a report based on the expiration dates entered. This report can be filtered by CSR, location, line of business or referral source. You can access the X-Date Listing from the menu by choosing Reports/ Marketing then X-Date Listing.