To access the follow-up system:

1. From the Note/Reminders section on the lower left side of the screen, select Followups.
2. On this screen you have three types of follow-ups:
   • Quotes
   • Monthly Payments
   • Renewals
3. Select a date range.
4. Choose an agent name or select the dropdown option All Agents.
5. Click on one of the buttons at the top: Quotes, Monthly Payments, Renewals to list all customers in the specified date range.
   • Quotes:
     • InsurancePro automatically makes an entry for a follow-up for the next day whenever a user enters a new quote in the program.
     • When you follow-up with a client on this list, double click on Follow-up in the row for the client.
     • The program will ask you to choose a response to describe the follow-up.
       • Depending on your selection, the entry will either be completed or marked again for follow-up on the date you specify.
   • Monthly Payments:
     • InsurancePro automatically makes entries for a follow-up for each monthly payment 10 days before it is due.
     • When you follow-up with a client on this list, double click on Follow-up in the row for the client.
     • The program will ask you to choose a response to describe the follow-up.
       • Depending on your selection, the entry will either be completed or marked again for follow-up on the date you specify.
   • Renewals:
     • InsurancePro automatically makes entries for a follow-up for each renewal 10 days before it is due.
     • When you follow-up with a client on this list, double click on Follow-up in the row for the client.
     • The program will ask you to choose a response to describe the follow-up.
       • Depending on your selection, the entry will either be completed or marked again for follow-up on the date you specify.

NOTE:  Any follow-up details and comments entered through this screen can be viewed under the customer's policy file screen in Notes/Reminders.