Additional Customer Info
How to Access
New Customer
- Open the Customer Center.
- On the Search page toolbar, click New Customer.
- On the Form Sections menu, click Additional Customer Info.
Existing Customer
- Open the Customer Center.
- Search for and select the customer you want to modify.
- On the Search page toolbar, click Edit.
- On the Form Sections menu, click Additional Customer Info.
Next Steps
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.
Additional Customer Info is a section of the Customer data entry form. In the Additional Customer Info section, enter customer data that will flow to the policy data entry form as well as Target lists.
The first six fields in this section are for personal lines accounts, while the last five are for commercial lines. Most of the information you enter flows to the policy form. For personal lines, the information appears in the First Named Insured > General Information section. For commercial lines the information appears in the Applicant Information section of the policy.
|
To add a new customer, you must enter data in the required fields before you can save data in this section. More... |
How to change the customer's account status
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
|
|
Marital Status |
If entered, these two fields can be used as criteria for Target Lists. |
||
|
|
Date of Birth |
|||
|
|
Business Entity |
Choose the entity type from the list or type up to 45 characters for the entity type. |
||
| Agency Business Classification |
Type or select from the drop-down menu the classification you wish to give to your business. |
|||
| NAICS # |
Choose the industry code by either number or letters.
|
|||
| NAICS Sub-Description |
This field has a drop-down menu you can click once you have selected either the NAICS # or the SIC #. This field will add data based on the NAICS code that was selected. If there is a one-to-one NAICS match, information will automatically populate in the drop-down. If there are multiple Index Item descriptions for your selected NAICS code, you will need to click on the drop-down arrow to see the selections and manually choose one. This is not a mandatory field. |
|||
| SIC # | Choose the industry code by either number or letters. |