Service Groups

New Customer

  1. Open the Customer Center.
  2. On the Search page toolbar, click New Customer.
  3. On the Form Sections menu, click Service Groups.

Existing Customer

  1. Open the Customer Center.
  2. Search for and select the customer you want to modify.
  3. On the Search page toolbar, click Edit.
  4. On the Form Sections menu, click Service Groups.

Enter or change customer information by choosing each section of the form from the sidebar menu. Save your entries as often as you like or wait until you're finished entering data for the entire form. You don't lose information when switching between sections.

When you are finished, you have the following options:

  • Save: Saves what you've entered and the form remains open.
  • Save and Close: Saves what you've entered and returns you to the Customer View page.
    • For a new customer - the default view for the customer displays.
    • For an existing customer - the Customer Overview appears.
  • Exit: Closes the form without saving information you've entered since you last saved the form and does one of the following:
    • For a new customer when no information has been saved - Returns you to the Customer Search page.
    • For an existing customer - Returns you to the Customer Overview for the customer.

Service Groups is a section of the Customer data entry form. The Service Groups you enter in this section as Executive and Representative with a specific Type, take precedence over the default primary service personnel. (In the Customer Setup section of the form.) For example, Exec A and Rep A have been entered in the Customer Setup section. You add Exec B with a Type of Life in the Customer Service Groups section. When you enter a new policy with a Life type, Exec B appears as the primary Exec on the policy.

The primary personnel from the Customer Setup section along with personnel entered in this section appear on the Customer Overview view in the Customer Center.

 

To add a new customer, you must enter data in the required fields before you can save data in this section . More...

If the customer has no active policies with your agency, but you want to retain the customer information, click Make Inactive.

The button changes to Make Active so that you can re-activate the account in the future.

Key Fields

Type*

Choose the Type of Service Personnel. The Type determines what appears in the Account Service Groups on the Customer Overview and as the personnel appearing on the policy and invoice.

Enter Sales Center Rep name in this section if applies to the account. Sales Center Rep cannot be marked as Primary.

Type of Business*

You can have one primary Rep and Exec for each Type of Business.

* Required fields

You can secure customers by Service Group.

Customer Setup

Additional Customer Info

Contacts

Profiles

Cross References

Expiration Dates

Accounting Options

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