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      Propel Start-up Guide: Client Management

      Use this guide to learn more about navigating through the client policy management section and unique insurance opportunity filters in Propel.

      Video Resources

      If you prefer to what a video, check out our YouTube training video on client management

      Click Here to Access The Training Playlist.

      General Navigation

      Select the Manage Client icon from the home dashboard to access your client and policy data.

      Once on the manage client's page, you have a few options to find a client, a policy or opportunities.

      To find a specific client, family, or client within an age range, you can sort or search for these using the headers on the left side of the page.

      The headers on the right will support you in finding specific policies, insurance benefit and issue date ranges.

      Opportunities can be found on the top right with the case opportunity and urgency filters.

      To access the client's profile, select the view icon to the left of their name.

      Finding Opportunities

      Opportunities:
      A function used to identify upcoming case opportunities in Propel. The function works off of issue date, policy status, product type, product duration and plan name in order to generate an automated cases, notifications, and urgency tags. Available urgency tags are Low, Medium, High, Urgent and Expired. Expired tags represent that an urgency/opportunity was generated for the product, however the term has passed and thus, the policy has likely already renewed. Expired tags generate when a policy with urgency reaches it's renewal date.
       
      Statuses required by default (can be adjusted in a users' account settings):
      INFORCE
      Active (inforce)
      Active+
      Inforce (commission paid)
      Inforce (commission not paid)
       
      Opportunities can only be generated on products with a "Term" product type set by the carrier .
       
      Term Ten (10) Opportunity:
      Policies must be in their 7-10th year, with policies in year 7 being deemed "Low" priority, and policies 3 months from renewal are considered Urgent. Below are the various urgency thresholds:
       
      Urgent: 3 months prior to renewal
      High: 1 year prior to renewal
      Medium: 2 years prior to renewal
      Low: 3 years prior to renewal
       
      Term Twenty Opportunity:
      Policies must be in their 15-20th year, with policies in year 15 being deemed "Low" priority, and policies 3 months from renewal are considered Urgent. Below are the various urgency thresholds:
       
      Urgent: 3 months prior to renewal
      High: 2 years prior to renewal
      Medium: 3 years prior to renewal
      Low: 5 years Prior to renewal"
       
      Term Exchange Opportunity:
      Policies must be in years 3-5, with policies in year 3 being deemed "Low" priority, and policies 3 months from their 5th renewal are considered High. Below are the various urgency thresholds:
       
      High: 3 months prior to 5th renewal
      Medium: 1 year prior to 5th renewal
      Low: 2 years prior to 5th renewal

      Client Profile

      Navigation

      The top portion of the client management page features more personal and contact details, as well as a dedicated notes section.

      The center portion is where you'll find the cases created for the client, as well as the policies imported to Propel. If you wish to create a new case for that client, click the new case icon as shown below.

      Document storage is available on the lower right side of the page. You can back up any client files saved to your computer here.

      At the bottom of their profile is where you can see all the market surveys you've saved.

      Policy Summary Report

      If you wish to show your clients a summary of all their policies, you can do this by selecting the Generate Policy Summary icon on the top right of their profile.

      When selected, Propel will generate a white-labeled summary for that client showing their policies on one page.

      These can be shared with the client with a unique link, through the share icon on the top right of the page. This will provide you with a notification when the client views the summary report.

      TIP: You can add a custom note with the policy details through the note section in the client's profile.

      Still Need Help?

      Feel free to contact our customer success team! You can speak to the team directly in Propel through the "Ask Us A Question" tab on the right side of the page.

      Screenshot 2024-10-11 at 10.02.45 AM

      We're also available for meetings. If you want to schedule a one-on-one meeting, please use the link below!

      Click Here To Schedule A Meeting