Thanks to a new screen in iBIS, agencies can now view a current listing of prospective clients with Frankenmuth Insurance. This daily report provides a listing of any New Business or Submissions that have been initiated or modified in the last 30 days. No search criteria is needed when viewing this list.

To view this report, simply login to iBIS and select “Policy” via the Services tab, then click on the “View Prospects” option. The Quote/Submission numbers are links that will launch you into the New Business or Submission screens. Prospect information can be sorted by selecting the up/down arrows within each column.

We hope this additional report will improve your overall efficiency when keeping track of your prospective clients with us.

For any questions about this new report, please don’t hesitate to contact Agency Services Support at (800) 234-1133 extension 3000.