If you already have a client on the system, but it doesn't have the Companies House number and you would like to get that information but the policy isn't due to renew yet, this is a work around to get that information. Ideal for admin staff in preparing clients for account handlers.

The details have been put onto the system, however, it is missing its Company No.

This is how to get that information without starting a renewal.

Go to the three lines and select New Business Prop.

This will bring up the Companies House Lookup

Click on the "Lookup" and then confirm the company

Select "Use this record"

Make sure it is the correct one and then the details will automatically fill the blank section.

Select "Save" and you will be taken to the Proposal page and asked if you want the rest of the information filled in.

Then go to the Three lines in the top right corner and select "Save and Exit"

This take you back to the Proposal Overview

and from here, go back to the Client File

This will then allow you to go back into the Proposal under Policy Management and delete the proposal.

Company No. Added