DP1 Client Information Tab

DP1 Client Information Tab

Use this tab to enter basic information about the client and the dwelling.

  1. Click the to activate the screen.

The cursor appears in the First Name field. Begin here.

field description
First Name Enter the client's first name.
Middle Name Enter the client's middle name.
Last Name Enter the client's last name.
Home Phone Enter the client's home phone number starting with the area code.
Work Phone Enter the client's work phone number starting with the area code.
Ext Include the extension if applicable.
SSN Enter the client's Social Security Number.
Cell Phone Enter the client's cell phone number starting with the area code.
Fax Number Enter the client's fax number starting with the area code.
E-Mail Enter the client's email address.
Referred By
  1. Click the Icon.
  2. Select the appropriate entry.

OR

Click the Icon to create a new entry.
At Residence Since Click the Icon to select the At Residence Since date.
Input By
  1. Click the Icon.
  2. Select the appropriate entry.

OR

Click the Icon to create a new entry.
X-Date

Enter the expiration date of the client's current policy.

OR

Click the Icon to select the expiration date.

Effective Date of Rating

Today's date is the default that appears.

OR

Click the Icon to select the effective date.
Address Section Property, Work, and Prior Home are the only active fields in this section. Same as Property is auto checked after Mailing and after Home.
Property
  1. Enter the street number and name, city, and ZIP Code where the insured property is located.
  2. Press Tab.
  3. Click Verify.
Same as Property

This box is auto checked. Deselect only if the mailing address is different than the property address.

Deselecting/unchecking this box activates the Mailing fields.
Mailing
  1. Enter the street number and name, city, and ZIP Code where the applicant receives mail.
  2. Press Tab.
  3. Click Verify.
  4. Press Tab.
Work
  1. Enter the street number and name, city, and ZIP Code where the applicant works.
  2. Press Tab.
  3. Click Verify.
  4. Click Same as Property if applicable.
Home
  1. Deselect Same as Property to activate the Home address field only when it is different from the Property address.
  2. Enter the street number and name, city, and ZIP Code where the applicant lives.
  3. Press Tab.
  4. Click Verify.
Prior Home Enter the street number and name, city, and ZIP Code where the applicant previously lived.
Employer Enter the company name.
Years with this Employer Enter the number of years the applicant has been with his current employer.
Business Type Enter the kind of business the client works in (e.g., retail).
Applicant Status
  1. Click the Icon.
  2. Select the appropriate status.
Agency Client ID Enter the Agency Client ID.

This completes the DP1 Client Information tab.

Continue to the DP1 Mortgagees/Add'l Interests tab.