Who is this guide for?
Case Management Supervisors and System Supervisors
Convert2Client helps clients drive new & incremental revenue as your customers can go online 24/7 to get a quote without speaking with anyone.
This reduces the amount of administration needed and saves your firm time and money.
Export Quote to Osprey Approach
When you export the Quote to Osprey Approach you have three options, Export client care letter, Web enable and Export as Prospect. If the Client has been Found in Osprey Approach it will as if you want to create a New Client, New matter to exiting Client or Cancel.
Export Client Care Letter to Osprey Approach
This will directly Export the Client care letter to osprey.
Client Care Letter email history
this gives you a record of the emails sent on the client care letter
You may view the action history of a quote
GDPR Data Redact
You are able redact all personal data from a quote but it will maintain the quote
Convert 2 Client in Osprey
Export Quote to Osprey, tick Export client care letter and click Export.
The data entered in Convert2Client will be created as a prospect matter, all the information entered online will be placed into the Approach2Quote dossier page within Case Management > Dossier. The client care letter exported will appear in the Matter History.