Add a Prospect

All Reinsurance Years

1.

In the Search bar, from the Year dropdown, select "All" and "Grower Name".

2.

In the Search field, type the name or a partial name of the prospect and click Go. The System displays the results on the View Growers page.

3.

If there's no result for the prospect on the View Growers page, click Add Grower. The Add New Grower page opens.

4.

In the Agency Information section, select an agency from the Agency dropdown.

5.

In the Eligibility Information section, for quoting purposes, mark the Is Prospective Grower checkbox so that you may add the grower without a Tax ID.

6.

From the Entity Type dropdown, select the type of entity the prospect qualifies as. The remaining fields may change depending on the option selected.

Of the remaining fields, for a prospective grower, the System only requires a First Name and Last Name or Business Name and a Phone Number; however, if this prospect becomes an insured grower, additional information, including the Tax ID Type and Tax ID Number in the Eligibility Information section, will be required.

7.

In the Grower Information Section, in the Title field, type the title to use for the prospect.

8.

If the prospective grower is an individual, in the First Name, Middle Name, Last Name,and Suffix fields, type the prospect's corresponding names in each field. If the prospect is a business, see step 11.

9.

If applicable, to indicate the prospect is doing business under another name, type the name in the Doing Business As field.

10.

If applicable, type a name in the In Care Of field. This is printed on forms.

11.

If applicable, if the prospect is a business, type the name of the business in the Business Name field.

12.

In the Address Type field, select the type of address the prospect is providing. Your options are:

13.

In the Address 1 and Address 2 fields, type the address in the accepted format for the Address Type selected in step 12.

14.

In the City field, type the city of the Address Type selected.

15.

From the State dropdown, select the state of the Address Type. In the ZIP and Extension fields, type the ZIP Code plus four digits for the Address Type.

16.

The System supports up to three phone numbers for the prospect. In the Phone 1, Phone 2, and Phone 3 fields, select the phone type from the dropdown and type the corresponding phone number. A Phone Ext. is provided for the last phone field.

17.

In the E-mail Address field, type the prospect's email address.

18.

To save or discard your changes, do one or more of the following: