Customers

A customer is the person or company you insure. Everything else, from quotes to claims, hangs on a customer. You find them under Sales > Customers.

Add a customer

1. Choose New customer.
2. Choose Individual or Company. The form changes to fit: date of birth and occupation for a person, registration number and industry for a company.
3. Enter the contact details. The email matters most, because quotes, policies and invoices are sent there.
4. Save.

The date of birth is used to work out the age when you price health, life and travel products.

Identity check

Identity check starts as Pending. Set it to Verified once you have checked the customer's identity documents, and upload the documents under Files. A quote for a customer whose check is Rejected is always referred to an underwriter.

Everything about one customer

Open a customer to see a summary at the top: active policies, open claims and the balance due. Below it are tabs:

Tab	What it shows
Policies	Every policy, past and present
Quotes	Every quote and its status
Claims	Every claim
Invoices	What was billed, paid and is still owed
Complaints	Complaints logged for this customer
Emails	Every email the system sent to this customer
Files	Documents you uploaded, such as an ID or a proposal form
History	Who changed what on this customer, and when

Choose New quote at the top to start a quote for this customer.

Files

Under Files, choose Add file, pick the file and give it a category. PDF, image, Word, Excel and text files of up to 10 MB are accepted. Only signed-in users of your company can download them.

The same Files tab exists on quotes, policies, claims, and agents and brokers.

Leads

A lead is someone who showed interest but is not a customer yet. Under Sales > Leads you record the contact, what they are interested in, who follows up and when.

• Make customer creates a customer from the lead.
• New quote starts a quote for that customer.

When the quote becomes a policy, the lead is marked Won by itself.

Complaints

Log complaints under Sales > Complaints: the customer, the subject, the priority and who handles it. The handler is notified. When it is settled, write how it was resolved and set the status to Resolved or Closed.

Export

Export at the top of the list downloads the customers you are looking at, with your filters applied, as an Excel file. It needs the Export permission.