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Policy Information Management |
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Find existing Client/Policy |
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To search for a client already stored in
InsurancePro database, choose “Find existing clients” from the main menu.
You can look up a policy in many different ways
from this screen. Make sure you enter ONLY either the first name or the last
name of the person you are trying to find, rather than the full name. It
makes the search easier. You can choose to search the client by Policy Number
or the Company Name also. You also have the option to sort by different
fields, display policies written between specific dates, and choose the type
of policies you would like to see. The more information you will provide, the more
restricted the search would be. You can look for a client by First or Last
Name, Policy number, Company, date the policy was written on, Policy Type and
son on. When you click on “Search”, InsurancePro will bring up all matching
results. Only partial information is necessary to pull up the client.
Therefore if you are ever unsure about the spelling of the name just enter a
partial name and hit search. There are four states of a policy in InsurancePro.
A policy might be one of the following: Active: This means that the
Insurance policy is currently enforced. Cancelled: This means that the company canceled the Insurance
policy before its term expired. Expired: This means that the Insured kept his
policy for the entirety of its term, but did not renew his or her insurance. Quote: InsurancePro also allows you to save quotations for potential customers. Quote status means that the potential client was already given a quote.
Prospect: All:
Select this option to search through all clients, regardless of
their policy status.
To search any of these policy types, use the "Active" Option. InsurancePro keeps all the information for
clients in any of the above category until you delete them. You can choose
which category in which you want to search a client. Sometimes, if you
cannot find a client in the active category, you might want to double check
in the Expired or Cancelled category, or choose all. InsurancePro also allows you to sort your search according to the following:
Single clicking on the client will give you further details about the
policy towards the bottom of the list. When you have found the client that you
were looking for you can pull up detailed information person simply by double
clicking on the name of the client, or pressing the “Select” button. After selecting a client, you can view any and all kinds of
information about the client. You
can view their policy coverage details, their premium details, their payment
history, endorsements history and much more. You can also enter new
information, like new endorsements done, receive a payment or post a
reminder, or you can edit existing information. Note: InsurancePro creates individual entries to store information about EACH policy, i.e., individual entries are created for each policy, rather than each client. This means that if a client has both Auto and Home Owner policy, then there will be two separate entries in InsurancePro for the same client, one for his Auto policy, and one for his Home Owner policy. The advantage of storing information this way is that the payment history, notes, ACORD forms, and other information about the two policies are separate from each other. However, there is a link between the two policies in InsurancePro, as they belong to the same client. Similarly, policies in different status will also have duplicate entries. For example, a client might have an older policy that has expired, and a current one which is active. InsurancePro will have two entries, one for the old policy in the expired section, and one for the current one in the renewed section. So when you look for a client, make sure that you choose the correct policy.
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