Slide 1

 

We will open a New Insurance Customer Account whenever we deal with a New Customer for whom we do not yet have an Account.

Because we can have multiple Policies connected to the same Account, we will not open a New Account for a Customer that we already have an Account for.

In the case where we are doing a New Quote for somebody that we do not have an Account for yet, we will Open or Create a New Insurance Customer Account.

 

Slide 2

 

 

 

Slide 3

 

 

 

Slide 4

 

The System will automatically assign a new Account number. We do not have to do that.

All that is really required is that we specify a Name for this Account and then we can create it.

More likely we will make some notes, possibly to indicate some activity that has already taken place.

Perhaps a Quote has been given that we want the Details so that we can retrieve it later.

Then of course, if the Customer does not go ahead with the policy, we can simply make this New Account in active.

No other Internal Financial Accounts are created at this stage.  The System is simply opening a record for a New Customer. 

 

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Slide 9

The moment we choose “Create Account” the System will Open a New Account and will connect us to the Maintenance Option for this New Customer Account.

A this time we can add further detail or perform other Actions, even list a New Policy if we want to.

More likely, at this stage, we will not have anything further to add and can simply Exit this screen.

But, we can work with this account in Maintenance Mode at any other point in time. 

We will deal with that in another Tutorial.