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. 

 

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Manually Enter Details 

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

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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.

 

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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. 

 

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