Prospector Plus Help

Nov 7, 2016

  1. ins1234
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    ins1234 New Member

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    Are there any State Farm agents who know how to export their client list out of prospector plus? I have tried several different methods and can't figure it out.

    Thanks!
     
    ins1234, Nov 7, 2016
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  2. TeleCommuter
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    TeleCommuter New Member

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    State:
    Oregon
    Why not use Control-D? - Premium by household with address. Save to text, PDF or Excel file that you can edit.
     
  3. ins1234
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    ins1234 New Member

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    Thank you! Would you mind walking me through a step by step on how you do this?
     
    ins1234, Nov 7, 2016
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  4. TeleCommuter
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    TeleCommuter New Member

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    State:
    Oregon
    Or in P+. Lists/Create A List/Create My Own (CLM)

    Select attributes - Demographic Info - Last beginning with A through Z

    Show results as Household or Individuals

    Select Approach as phone - Apply - Create List
     
  5. ins1234
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    ins1234 New Member

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    Awesome, will this include email addresses for all of the clients in my book?

    Thanks for all your help on this!
     
    ins1234, Nov 7, 2016
    #5
  6. GWash88
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    GWash88 New Member

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    State:
    Kansas
    Does anyone know if I can purchase Prospector plus for personal use? Love the system and I work in other fields as well that it would really useful for keeping up with leads.
     
    GWash88, Oct 19, 2018
    #6