Difference between revisions of "Editing Client account details"

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(New page: Search for a client the press the View Client option. You can alter any part of the Client's detail using this screen. You can add Email addresses for the client, Supply Address and Conta...)
 
 
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Search for a client the press the View Client option.
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[[Searching for existing Clients|Search for a Client]] then click the '''View''' Client option:
  
You can alter any part of the Client's detail using this screen.
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*Here you can Amend the Client's Address and Contact Details
You can add Email addresses for the client,
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*Add E-mail Addresses and Re-send Welcome E-mails
Supply Address and Contact information and make notes.
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*Mark a Client as a Blocked Client. (Previously Bad Client)
  
There is also a flag to note that the Client is a Bad Client. Only check this if you are certain that you do not wish to insure the client from your company or any sub brokers you may have. The Bad Client flag attempts to protect your group from fraudulent customers.
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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.
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== Video Tutorial ==
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<html>
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<iframe width="640" height="360" src="https://www.youtube.com/embed/g2jd9RGq6lc" frameborder="0" allowfullscreen></iframe>
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</html>
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== See Also: ==
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[[Searching for existing Clients]]
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[[Jumping straight to a specific Client]]
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[[Importing Client Details from External Sources]]
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[[Exporting Client Details for External Use]]

Latest revision as of 12:41, 1 February 2017

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