To access customer (insured) information, at Home Base click Clients & Files. From the dropdown menu above the list, select Customers.
Customers are listed by Client Number, Agency, Branch, Name, Street, and Conglomerate. Scroll through the list to select the desired customer, or type the first few letters of the customer Code in the field below the list to jump to the closest match. (For more information on customizing and navigating this list, see List Management.)
The sidebar on the right portion of the screen contains an information summary for the selected customer. The customer name, address, residential, business, and mobile phone numbers, fax number, email address, agency, branch, customer service representative (CSR), producer, and broker display in this summary.
To view the detail screen for the selected customer, click Detail.
Click Options to access the following workflows:
Click Cancel to return to Home Base.