Creating a New Client/Policy

To create a new client, click on the "New Client" button on the Dashboard, under "Getting Started."

• Click , a new screen will appear.
• Enter the New Client's information. This includes:
  • Select Policy Type (whether it is Personal or Commercial)
  • Enter:  First/ Middle and Last/ Suffix name.

*A DBA (Doing Business As) name may be entered if "Commercial" is selected as the policy Type.

• Enter/Select from drop-down:
  • Status

    • The "Status" field updates automatically when the client is saved. This is based on the quotes and policies under the client:

      • Prospect: The client has either no quotes/policies or only quotes.
      • Active: The client has at least one active policy.
      • Expired: The client has no active policies, but at least one expired policy.
  • Source 
  • Date of Birth 
  • SSN
  • Address 
  • Contact information
    •  (phone numbers and email address).
      

*If more than one client needs to be added to the file/policy, you can use the "Additional Insured" field on the bottom-right.

• • Once  is selected in Addition Insureds:
  • A New Additional Insured pop-up will appear
    • Enter Additional Insureds information in specified fields
    • When done adding Additional Insured, click .
      
      
      
• When done entering general Client Information:
  • To save the new client, click   (bottom left). 
    or 
  • To save and enter policy, click  under  (top middle)

• If  is selected, a New Policy pop-up will appear:
  • Click desired Line of Business
  • When done, click .

*I have selected Auto, see example below

• In New Auto Policy pop-up:
  • Agent is able to enter/select Policy and Coverage information.
  • To navigate through, click .
  • Once Next is click, below pop-up will appear:

• 
  
  • You may select Yes to add additional Drivers and Vehicle information or NO, not to.
    
    

• If Yes is selected, the Driver tab will be highlighted for Drivers info.
  • Driver Details:
    • Enter detailed driver info
  • Violations:
    • To manually add violations, click 
    • Driver Violation pop-up will appear.
    • Select violation and click Accept when done. 
      
• To proceed to Vehicle information, Click .
  • Vehicle Details:
    • You can enter VIN and click magnifying glass or press Enter key.
       or
    • You can manually enter vehicle Year, Make, and Model.
  • Coverage Premium:
    • Coverage limit premiums may be entered.
  • Vehicle Addressed:
    • A Garaging and/or Loss Payee can be entered.
  • When done, click .

*A new Policy will be created!