Adding a New Commercial Lines Client
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 the name of the business. To reference another name, such as the owner of the business, enter the name in the Cross-Ref. field with last name first. Use your TAB key to move you to the next field when possible.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.