Session 2 – Customer File

The focus for this phase is to train and provide time for hands–on training for your agency to work on the product and become proficient with the following key functions:

 - The Customer Database

- Entering/Editing a Customer

- Tabs in the Customer File

   - History

   - Policy

   - Receipts

   - Notes

   - Letters

   - T-Files

   - Attachments

1. a) Documents
2. b) Images

   - Relatives

   - AR Suspense

   - Forms

   - Downloads

   - Claims

   - X-Dates

   - Prospect Management (X-Dates)