Maximize Your Workflow with TRUST's Prospecting Feature

TRUST offers a powerful Prospecting feature designed to streamline your onboarding process and help you manage potential clients/debtors with ease.

Here’s how it works:

• Add Prospects: Sales teams can add prospective clients into TRUST, allowing them to track and manage potential clients separately from active clients. With permission-based access, only the sales team can create prospects, ensuring controlled visibility and organization.

  • This can be done on the go and in the field for different Business Development Teams.

• Request Credit Limits: Easily request credit limits on prospected debtors lists by syncing with credit agencies and insurance carriers to assess their risk and potential coverage.

  • Full debtor aging lists can be uploaded then a multi coverage request can be sent off within a few clicks.

  • Already existing debtor limits will be flagged to avoid duplications

• Approval Levels: TRUST also allows you to implement different approval levels for credit limit increases, giving you greater control over large credit limit requests, ensuring proper oversight.

• Convert to Clients: When you’re ready to take the next step and onboard a prospect, simply convert them into a client with one click. All associated credit limits and debtor information will be seamlessly transferred.

• Client Dashboard: Once converted, your new client will automatically appear in the Client Dashboard, where you can continue managing coverage, compliance, and other key tasks all in one place.

By using the Prospecting feature, you can keep your workflow organized and ensure that prospects are properly vetted and approved before becoming active clients. If you’re interested in exploring how permission-based access or approval levels can benefit your business, feel free to reach out to your Customer Success Manager!