Difference between revisions of "Editing Client account details"

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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