From the "Sales" menu is Prospecting, Commercial Proposals and Ad Hoc Reports.

Prospecting – This option allows the user to enter any number of prospect names from other sources and then allows the user to "build" information directly into Acord style forms to develope a quote. Prospect names are stored seperately from "Clients" names and Compass will move all the same information from the prospect directly into Client Services when the prospect is sold any policy. This prevents the user from the need to re-enter information once the prospect becomes a client.

Cancellations – To run a list of all cancellations that have been processed you will select the date range you want and then Print.

Reinstatements – To run a list of all reinstatements that have been processed you will select the date range you want and then Print.

Daily Policies Processed – To run a list of the policies that have been processed, enter the date range you want and Print.

Brokers Statement of Accounts – To run this report you will need to select the date range you need and then select Open, Paid or All Items. Select All Companies or a selected company and the Print.