We've put together a list of definitions to help you clean your data as you get started. These definitions will help create a universal understanding of each type of contact and whether they will be assigned.
Contact:
Please Note: These types are assigned to a salesperson based on region or relationship.
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Broker - Works at a Benefit Firm and has a direct relationship with the client(s)
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Employer - someone who is a prospect at a regular company, with a titles such as HR, CFO, CEO. They work at a company that could be a client, not necessarily an insurance company.
Please Note: These types are always unassigned contacts
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Stop Loss Carrier - Works at a Stop Loss company.
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TPA - Works at/for a third-party administrator.
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Vendor Partner - works a company/vendor we partner with.
Company:
Please Note: Companies never have an owner.
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Prospects - any company that isn't one of the other options - goes with Employer
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Client - current client
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Past Client - former client
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Benefit Firm - all employees are brokers. Big insurance benefit firms
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TPA - Third-party administrator
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Stop Loss
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Centers of Influence - Companies that support brokers (Need to change the name in HubSpot to Consultant)
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Vendor Partner - a company we partner with.