Update Client Information

Client information may change during the policy's life cycle. A client may change marital status or move to another address. When situations arise that require client details or client addresses to be updated, you simply open the client record and make the necessary changes. Once a client has been added to the system, you cannot delete the client record.

Steps to Update Existing Client Information

From the Main Menu, select Client | Search.
Select a client type from the drop down box.
Enter the search criteria. If you do not remember the exact wording you can use the % (percent) sign as a wild card. The search results will display in the Client Search Results section.
Scroll through the search results until you find your client then click that client. The Client screen will appear with the client's information.
Update the client detail information.
Click Save.

Note: If your search results contain more than ten results, then only the first ten results will be displayed. You can adjust the Maximum Results drop down box in the right corner of the screen.

Steps to Change Client Address Information

From the Main Menu, select Client | Search.
Select a client type from the drop down box.
Enter the search criteria. If you do not remember the exact wording you can use the % (percent) sign as a wild card. The search results will display in the Client Search Results section.
Scroll through the search results until you find your client then click that client. The Client screen will appear with the client's information.
From the left navigation menu select Address.
Select the address you want to update. The address information will display on the screen.
Click Save when you have finished making your changes.

You can change the default address by clicking the radio button next to the address you want to use as the default.