AMS Prospect |
This Prospect Record is based on an existing AMS client.. |
02/06/2010 |
Prospect 1 |
Chubb Prospect |
This Prospect Record is based on an existing Chubb client.. |
02/14/2010 |
Prospect 4 |
New Prospect Record |
This is a newly-created Prospect Record.. |
03/15/2010 |
Prospect 4 |
Uninteresting Prospect |
This prospect is not so interesting.. So we will click on it and set the status to "Inactive - Declined" |
03/06/2010 |
Pending |
Prospect Company |
Notes on the Prospect Aliquam porttitor elit sed urna porttitor fermentum. Sed at fermentum erat. |
02/19/2010 |
Active |
Prospect Company |
Notes on the Prospect Suspendisse vulputate sollicitudin lacus, in condimentum metus bibendum eu. |
05/15/2010 |
Prospect 2 |
Prospect Company |
Notes on the Prospect Curabitur mi diam, tincidunt ac fermentum eget, lacinia in ante. |
01/17/2010 |
Pending |
This page is and example of how Chubb might present their CRM-type efforts. Useful info might be:
Click on Company to drilldown to CRM record.
How do Field underwriters use this?
What features would they appreciate (both available thru Bluprint and not available thru Bluprint)?