We will open a New
Insurance Customer Account whenever we deal with a New Customer for whom we
do not yet have an Account. Because we can have
multiple Policies connected to the same Account, we will not open a New
Account for a Customer that we already have an Account for. In the case where we are
doing a New Quote for somebody that we do not have an Account for yet, we
will Open or Create a New Insurance Customer Account. |
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The System will
automatically assign a new Account number. We do not have to do that. All that is really
required is that we specify a Name for this Account and then we can create
it. More likely we will make
some notes, possibly to indicate some activity that has already taken place. Perhaps a Quote has been
given that we want the Details so that we can retrieve it later. Then of course, if the
Customer does not go ahead with the policy, we can simply make this New
Account in active. No other Internal Financial
Accounts are created at this stage.
The System is simply opening a record for a New Customer. |
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The moment we choose
“Create Account” the System will Open a New Account and will connect us to
the Maintenance Option for this New Customer Account. A this time we can add
further detail or perform other Actions, even list a New Policy if we want
to. More likely, at this
stage, we will not have anything further to add and can simply Exit this
screen. But, we can work with
this account in Maintenance Mode at any other point in time. We will deal with that
in another Tutorial. |
