Creating a Customer

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To create a customer, simply select + New Customer in the navigation, and select your preferred method of creation: manual, look-up by phone or upload. 

Regardless of which method you choose, you will be able to associate the new customer with one of your already existing locations. 

 

Manually Enter Details 

Manual entry allows you to manually input basic information about the customer. 

Pay specific attention to Account Type because selecting Personal or Commercial has significant impacts across the platform regarding available insurance products and client organization. 

 

Look-up Client by Phone

This option applies only to creating a commercial customer. Personal lines customers must be created manually or through uploading a form.

To create a client via phone lookup, simply enter the business phone number associated with the Google listing of the commercial client, and the system will pull in all the information about the company that is available through the Google API. If a company does not have a Google listing, then you will need to use one of the two other methods of creating a new customer. 

 

Upload form and extract information

For both commercial and personal lines, you can upload completed ACORD forms to auto-populate account information. 

Pay specific attention to Account Type because selecting Personal or Commercial has significant impacts across the platform as far as available insurance products and client organization.

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