Creating a New Client
Completing the ‘New Client’ Form a) Click on ‘New Client’ in the top right corner of the page. The following is displayed: b) The fields with the red asterisk are compulsory and must be answered. Using Address Search to populate Correspondence Address fields a) For optimum address accuracy, use the ‘Search …
Details Pop-Up
When a quote run has completed, a Details button will be present for each insurer that was selected on that run. SCREENSHOT This pop-up can be opened to display full details of the response returned by that insurer. Endorsements and Quote Conditions Any Endorsements or Quote Conditions returned by that insu…
