Once you have sent an insurance referral you can keep track of the status of your referrals by checking the "Prospr referral status" column in Finmo. The status will be auto-updated as your borrower(s) progress in their journey discussing insurance with Sun Life.
Don't have Prospr enabled? Learn more about the Lendesk for Prospr program.
How to view the Prospr referral status
1. Click the handshake icon on the left menu to access your deal dashboard.
2. Scroll over to the "Prospr referral status" column
💡Tip: Make sure you are using the expanded view of the dashboard to be able to view the "Prospr referral status" column. You can also filter on that column to see only deals you've referred.
Prospr referral status definitions
Not sent
The referral has not been sent via Finmo
Take action: Refer your client from the Compliance page. Learn how
Outreach in progress
A Prospr advisor is in the process of contacting the borrower
Take action: Use this link to get your clients to book in directly with Prospr at a time that suits them.
Borrower not reachable
Prospr tried multiple times to get in contact with your client, but was unable to
Take action: Click "Send Reminder" to send a pre-written email to your clients with all the info they need to connect with Prospr. Learn how
Offer in progress
Prospr is assessing the borrower's insurance needs and goals
Not moving forward
Prospr or the borrower have decided not to move forward with the policy
Policy placed
The borrower has moved forward with the sale and the policy has been placed. Your referral bonus payment will be processed the next calendar month.
Note: Prospr referral statuses are updated on a daily basis from information sent directly from Sun Life into Finmo
Your client experience
Additional Resources
Should you have any questions please click on the chat button or email support@finmo.ca.