Customer Overview

Applies to: Customer Center

The Customer Overview displays a convenient view of customer information that is frequently used when servicing the customer. You can also modify customer information from the Overview.

In the Customer Center, search for and select the customer. With a customer record open, from the sidebar menu select Views > Customer Overview.

Key Fields

Only fields that have data for the selected customer are shown.

General

 

 

Balance

The customer's current accounts receivable balance. The balance is updated to reflect recent activity each time you access or refresh the page. More...ClosedThe balance includes on-account monies as well as current and advanced agency-billed invoices. It does not include direct bill deposits, direct bill invoices, or future agency-billed invoices. You must have security permission for Customer Register to see the balance.

 

Type of Customer

Displays one of the following customer types: Customer, Prospect, or Suspect.

 

Type of Business

The type(s) of business this customer has with the agency (Personal, Commercial, Life, etc.) If the list is long, an ellipsis might be displayed. Point to the ellipsis with the mouse to view the entire list.

 

Notation

Displays brief additional information entered in Customer Setup (for example, V.I.P.). This information is used as an aid in servicing the customer.

 

Address

You can view the location on a map. More...
 

Cell

If you use Vertafore Messenger and see this icon to the right of the cell number:

You can click it to text the insured.

Additional Details

 

 

<multiple entity type>

Displays Master/Multiple Entities or Sub/Multiple Entities. If the customer is a sub-entity, the name of the master entity is displayed as a link.

 

<business units>

The following business unit information is shown: Division, Branch, Department, and Group.

Grids

The sections on the right side show related information in grid format. You can collapse a grid if you don't want to display the information.  Grids are collapsed by default if no data is available.

Contacts

Lists customer contacts set up in the Customer Setup data entry form. Click the Info icon to view details for each contact.

If you see the icon, you can click it to send a text message to that contact.

Account Service Groups

Lists the primary and supplemental personnel who service the customer account. Click the Info icon to view contact information for the staff member.

Cross References

Lists related clients, entities owned by the same insured, and other references you can use when searching for a customer.

Profiles

Lists Profile questions and answers entered in Customer Setup.

Expiration Dates

Displays policy expiration dates you have entered in Customer Setup. The list does not include policies you currently right.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

Before you can modify customer information, you must first search for and select a customer in the Customer Center.

  1. With a customer record open, from the sidebar menu, select Views > Customer Overview.
  2. Click Edit Customer. This opens the Customer Setup form for the selected customer.
  3. Edit the fields in the form as necessary. More...
  4. Click Save or Save and Close.

Deleting a suspect permanently removes all information related to the customer from the database.

  1. From the sidebar menu, select Views > Customer Overview.
  2. Click Delete.
  3. A message asks you to confirm that you want to permanently delete the record. Click Yes.