Customer Accounts

You can view the account information of a customer through Customer Accounts from the menu on the left pane.

You can sort customers based on Customer Account Name and Customer Account ID in alphabetical/numerical order.

You can also filter customer accounts based on Address, Customer Account Name, and Customer Account ID.

To view the account information of a customer, click on the icon against the customer record displayed.

The customer information captured during quote creation including Quotes, Policies, and Claims of the customer will be displayed as shown:

Quotes

Here, you can perform the following functions.

• View the list of quotes that you created.

• Proceed with the existing quote through the icon or create new version of the quotes or copy quote within the submission.

• Sort quotes based on Transaction Date, Policy Effective Date, and Agency Name.

• Reassign the current user or the UW-on-File (underwriter who is working on that file) to another user through Reassign Quote.

• Assign a quote to yourself through Make this Quote Mine option. (You can assign only one quote at a time through this option).

Policies

Here, you can perform the following functions.

• View the list of Policies that are in force.

• Proceed to initiate new business transactions for the customer through the icon displayed against each record.

• Sort Policies based on Policy Number and Policy Effective Date.