Finmo

insurance leads, sun life, insurance referral

Broker Information about Prospr by Sun Life

How to refer clients to Prospr by Sun Life using Prospr ReferLink

Check the status of a referral sent to Prospr

How to send a reminder to borrower(s) if Prospr referral is in "Borrower not reachable" status

Marnie George

Prospr

by Lendesk

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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