Client Information

The Applicant’s and Co-Applicant’s name, Address, contact information, Language, CSR, Client Code and Company information, as applicable, display in this section.

The information is based on what was entered on the Add / Modify Client screen.

For users of Applied Epic 2021 and later, if a client association was created in error during the integration process, remove the association by clicking the Remove Applied Epic Client Association button on the Applied Rating Services Add / Modify Client screen.

You can do the following from here:

• Add a Client: Click the Add button   to add a client.
• Edit the Client Information: Click the Edit/View button  to edit the client information.
• Delete a Client: Click the Delete button  to delete the client.
• Access Client Memos: Click the Memos button  to access the client memos. From the Client Memos screen, you can Add, Edit, Delete, and Print memos.
  
  The Memos button displays a visual indication (a blue dot) on the top right if there is at least one client memo on the client account.
  

• Access Client Attachments: Click the Attachments button to access the client attachments. From the Client Attachments screen, you can Add, Edit, Delete, View and Save attachments.
  
  The Attachments button displays a visual indication (a blue dot) on the top right if there is at least one client attachment on the client account.

Adding a New Client

1. To begin adding a client, do one of the following:

1. • Click the New Client button on the options bar
   • Click the Add button in the Client Information list buttons
   • Click Client > New on the menubar

2. The Add / Modify Client screen displays. In the Applicant line, enter a Prefix, First, Middle and Last Name; select a Suffix if applicable.

Note: If you have a license for prefill, the Prefill Client button displays. Click that button and select Prefill to client to pre-populate the client’s name and address on the client information by entering in the client’s driver’s licence number and the corresponding Province for the licence.

3. In the Co-Applicant line, enter a Prefix, First, Middle and Last Name; select a Suffix if applicable.
4. Select the English or French radio button for the client’s correspondence language.
5. Check the Do Not Solicit checkbox if desired.
6. Enter the Client’s Address, City, Province, and Postal Code.
7. Enter the contact numbers (Home and/or Cell) and email address for the client. A full ten-digit phone number must be entered. If you do not enter a full phone number, a message displays stating a ten-digit number is required when you attempt to exit the screen.
8. If applicable, enter the Company information of Company Name, Website, Business Name, Extension, and Business Fax.
9. Enter a Client Code for the client if applicable.
10. Your Name defaults in the Default CSR field. A different name can be selected from the dropdown menu.
11. Your Brokerage defaults in the Brokerage field. A different brokerage can be selected from the dropdown menu.
12. Click OK to add the client, or click Cancel to exit the workflow without saving the information.

Editing a Client

1. If the client that you need to edit is not displaying on the Desktop Navigation screen, locate the client by clicking the Locate button on the options bar or click Client > Locate on the menubar.
   
   Note: Locating a client using the menubar option uses the Client Locate screen.

2. To edit a client, do one of the following:

1. • Click the Edit button in the Client Information list buttons
   • Click Client > Modify on the menubar

Deleting a Client

1. If the client that you need to delete is not displaying on the Desktop Navigation screen, locate the client by clicking the Locate button on the options bar or click Client > Locate on the menubar.

Note: Locating a client using the menubar option uses the Client Locate screen.

2. To delete a client, do one of the following:

1. • Click the Delete button in the Client Information list buttons
   • Click Client > Delete on the menubar

3. A Confirmation box displays: click Yes to delete the client and all related quotes; click No to cancel the deletion.

View Client Information

The client information can be viewed within AutoRater and PropertyRater from the Underwriting, Premium Summary, and Carrier Detail screens.

1. To view the client’s information, do one of the following:

• Click Client Info > View Client Information on the options bar
• Click Client > View Client Information on the menubar

2. The Client Information screen displays. Once you have finished viewing the client’s information, click the Close button.

Accessing Client Memos

When you access client memos in Client Information, the Memos button displays a visual indication (a blue dot) on the top right if there is at least one client memo on the client account. To quickly identify the memos on the client account, hover over the button to display the Subject for each memo. If there are four or fewer memos, all display. If there are five or more memos, the three most recent memos display along with the number of additional memos available.

1. To access client memos, do one of the following:

1. • Click the Memos button  from the Client Information list buttons
   • Click Client > Memos on the menubar

2. From the Client Memo screen, you can Add, Delete and Print memos for the selected client.

To learn more, see the Client Memos article.

Accessing Client Attachments

When you access client attachments in Client Information, the Attachments button displays a visual indication (a blue dot) on the top right if there is at least one client attachment on the client account. To quickly identify the attachments on the client account, hover over the button to display the Description for each attachment. If there are four or fewer attachments, all display. If there are five or more attachments, the three most recent attachments display along with the number of additional attachments available.

1. To access client attachments, do one of the following:

• Click the Attachments button from the Client Information list buttons

• Click Client > Attachments on the menubar

2. From the Client Attachments screen, you can Add, Delete, Edit, View, and Save attachments for the selected client.

To learn more, see the Client Attachments article.