Help with Prospects
- How do I set up a prospect's payment and billing?
- How does Surround's quote process work? What do I do?
- How do I add a prospect?
- How does my prospect sign up?
- I started a quote, but my prospect didn't receive an email from Surround
- How do I know when a prospect's policy is bound?
- A prospect has questions about the quote flow or buying a policy. What should I do?
- Why did my prospect receive an underwriting declination?