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  3. Help with Prospects

Help with Prospects

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  • 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 prospects?
  • 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?
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