If a client has an existing policy and is showing up as a Prospect – follow the steps below to make them Live.
In order for the current client to be seen as a live client on the system rather than a prospect, there needs to be a current policy with documents attached to it.
This is the client button.
Click on this to see your list of clients.
Go to the client you want and click on the the three dots at the end of their row
Click on View Client
This will take you to the client page
On this page, you will see the grey box with three lines in it - top right underneath your name
Click on the box and the following menu will appear:
Click on Add Existing Policy and you will see the "Edit Quote" screen where you will need to fill in the various sections including policy number, submission method, internal reference and start/end date.
You can also drag and drop or upload the policy documents that you have for the client.
Make sure that you Save the information put in.
This will create the policy in the client record and change them from a prospect to live.
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