Manage Prospects and Enroll Client: Step-by-Step Guide

Starting in the **Contacts** tab, you'll see under **Contact Stages**, you have a list of contacts and their current status. From Connect to Active to Needs Analysis. Based on their stage, this will help guide your decisions to assisting them.

Let's take a look at our current Prospect, Betty White.

We can see here that Betty's current stage is **Prospect: Connect**, so we know we need to reach out to her.

Our **Next Action** menu helps track and guide you through supporting your client.

If you haven't heard from your contact yet, you can click **I'll try again --> Continue** to resend a follow-up message.

Under **Contact History** we can keep track of our engagements with our contact.

Click "**Send needs assessment**" and **Continue** to send out the Needs Assessment to gather additional information from your contact.

Click "Send needs assessment" after setting your preferences.

You'll notice further information is being saved under **Contact History**.

There are additional actions we can do with our Contact. We can add a reminder, add their policy directly to their profile, and mark as lost as well.

Let's say our contact is T65 soon, but we need a reminder added to remember to reach out once she is 65. We'll select the Action and then click Continue.

We'll set the date, add a subject, and then click **Add reminder.**

Under **Information & needs**, we can keep track of their current Medicare information. This includes pharmacies, physicians, and prescriptions.

If we are Ready to Sell and know our contact is interested in learning more about plans, we can click **Quote and Enroll** and then **Launch SunFire** to open up SunFire, our integrated tool for quoting and enrolling plans.

Once we have our contact's plan, we can have it added to the platform. Here is an example of our contact's plan that is **pending**.

We see our contact is now **Prospect: Enrolled** because they are enrolled in a plan that hasn't had the effective date come yet.

If we want additional reminders, we can click the **Next Action** box and quickly add a reminder or an enrolled policy here.

We can see our contact is now **Client: Active** because their plan is now effective.

If your contact is unhappy with their plan or they want to talk about additional options, you would click "Review plan options"