Prospect Notification Form

InSource Employer Solutions is excited to announce expanded access to our newly enhanced Client Portal (formerly Billing Portal) where approved users report payroll data and/or submit and track Prospect Notifications. Our Prospect Notification Submission Form is primarily used by InSource’s staffing clients to submit new prospects for underwriting approval.

 

Prospect Notification Form

To access the Prospect Notification Form on our Client Portal,  click here.

Access this helpful visual guide on how to submit and track Prospect Notifications through the InSource Client Portal.

To download a fillable Prospect Notification Worksheet (PDF), click here. Please note that the worksheet is only a resource to help you gather the information that is required when officially submitting a Prospect Notification through our Client Portal. A completed worksheet is not accepted as an official submission.

If you have any questions or need to request a new activation link, please contact your InSource Account Manager.