Adding a New Client Name
Client Services Screen
1. Before you add a client to the system, always do a "Find" first to avoid duplicate entry. If the client is not in the system, click on the ADD NAME button in the upper portion of the screen. A client number will automatically be assigned for this new client. Enter as last name, first name, and middle initial. When there are two named insureds with different last names enter the second name in the Cross Ref. field. Always use your TAB key to move to the next field.
2. Enter the mailing address, city, state abbreviation and zip code.
3. Enter the home, work, fax and cellular numbers. Enter the number with the area code as in this example: 7144428311 and then TAB. AgencyToday will properly format the number for you.
4. Enter the contact name if other than the named insured.
5. Enter the name of the person you will be addressing correspondence to and AgencyToday will automatically insert the salutation when typing a letter.
6. Commercial: Only "X" this box when entering a commercial client.
7. Service Charge: This box is to be checked when you want to have a service charge apply to an overdue agency bill item. (The service charge is defined by the percentage listed in the Accounting Configuration screen.)
8. Prod: Enter the 3-digit code for the producer of the account. If you do not know the producer code, you can click in the Prod. box and press the "Z" key on the keyboard and then TAB. This will bring up a window of all producers entered in the system. Select the one you need and the code will automatically fill in for you.
9. CSR: Enter the 3 initials of the Customer Service Rep. handling this account.
10. Ref#: This field is optional and can be used as a sort option when pulling up a custom client list.
11. When finished entering information, click on the SAVE button.