Applicant Status

Use the Applicant Status feature to update an applicant's standing (e.g., from prospect to insured).

  1. Move your mouse over the Policy Update button.
  2. Click the Applicant Status button.
Field Description
Names to Match Enter first or last name to restrict the list to matching quotes.
Quote Date Range

From: Enter the earliest desired quote date or click the calendar.

To: Enter the latest desired quote date or click the calendar.

X-Date Range

From: Enter the earliest desired expiration date or click the calendar.

To: Enter the latest desired expiration date or click the calendar.

Input By

If you want only those files entered by a particular person, enter the name here.

OR

  1. Click the Icon.
  2. Select the name you want to use.
Referred By

If you want only files referred by a particular source, enter the name here.

OR

  1. Click the Icon.
  2. Select the source you want to use.
Applicant Status Click the appropriate status to include in the list of matching files (select as many as apply).
Type of Quote Click the appropriate type of quote to include in the list of matching files (select as many as apply).
Saved Quote File Path

Select the file path containing the quotes you wish to select.

OR

Click Browse and select the path.
Use as Default Path Click the box if you want to keep this path for the quotes you wish to select.

  1. Click each company to further restrict your list.
  2. Click OK.

  1. Click the appropriate option to change the application status to.
  2. Click OK.

The window appears with the quotes matching the criteria you set up.

  1. Select the name(s) for the status change.
  2. Click OK.

A pop-up window appears stating that your update was successful.

  1. Click OK. This returns you to Quote Management Facility.

Return to Policy Update.