Client Search

1. The Search field allows you to pick from multiple search types.

   

2. The Client List section displays clients based on your search criteria.

3. In the Quotes & Policies section, quotes and policies are displayed from your selected client

Clicking on the blue "i" icon next to the client name brings up a drop-down menu for the selected client.

1. New Quote: Creates a new quote under this client; any usable data in the client will be pre-filled in the quote.
2. Edit Client: Opens the client in management.
3. Delete Client: deletes the client and any quotes/policies under the client.

There is an icon (a blue car, a sheet of paper, or other, depending on the policy type) next to the quote's or policy's Status. Clicking on it brings up a drop-down menu for the selected quote or policy.

1. Copy to New Policy: Creates a copy of the quote or policy; the effective date is not changed.
2. Quote for Renewal: Creates a copy of the quote or policy as a new quote for rating.
3. Open Policy: Opens the quote or policy in management.
4. Delete Policy: Deletes the selected quote or policy.
5. View Notes: Opens a window with all the notes for this quote or policy.