Difference between revisions of "Editing Client account details"

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*Here you can Amend the Client's Address and Contact Details
 
*Here you can Amend the Client's Address and Contact Details
 
*Add E-mail Addresses and Re-send Welcome E-mails
 
*Add E-mail Addresses and Re-send Welcome E-mails
*Mark a Client as a Bad Client.
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*Mark a Client as a Blocked Client. (Previously Bad Client)
  
'''Important Note:''' By checking the Bad Client option you are preventing the Client from accessing any insurance through you and your sub-agents. This is designed to protect your company from customers with fraudulent intentions and is not a reflection of the personal character of the client. When you tick the box 'Bad Client:' under a Client that client will be unable to requote, renew or process an MTA in the system.
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'''Important Note:''' By checking the Blocked Client option you are preventing the Client from accessing any insurance through you and your sub-agents. This is designed to protect your company from customers with fraudulent intentions and is not a reflection of the personal character of the client. When you tick the box 'Blocked Client:' under a Client that client will be unable to requote, renew or process an MTA in the system.
  
 
== Video Tutorial ==
 
== Video Tutorial ==

Revision as of 21:59, 15 November 2013

Search for a Client then click the View Client option:

  • Here you can Amend the Client's Address and Contact Details
  • Add E-mail Addresses and Re-send Welcome E-mails
  • Mark a Client as a Blocked Client. (Previously Bad Client)

Important Note: By checking the Blocked Client option you are preventing the Client from accessing any insurance through you and your sub-agents. This is designed to protect your company from customers with fraudulent intentions and is not a reflection of the personal character of the client. When you tick the box 'Blocked Client:' under a Client that client will be unable to requote, renew or process an MTA in the system.

Video Tutorial


See Also:

Searching for existing Clients

Jumping straight to a specific Client

Importing Client Details from External Sources

Exporting Client Details for External Use