Supply Address and Contact information and make notes.
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 Agents you may have. The Bad Client flag attempts to protect your group from fraudulent customers.
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.