What can be found under the Client File

Proposals - shows all proposals in progress including product, status, transaction type and creator.

Policies - shows what policies are in force

Claims - Overview of any claims for the client.

Communications - This will show all of the communications regarding that policy. Including notes and emails.

This will show all properties, vehicles and drivers that the client is insuring.

Finance Plans - This will show any finance plans the client has in place

Account Statement - This shows all of the transactions for the client

Invoices - showing all invoices information

Credit notes - if there is any money waiting to be refunded to the customer.

An audit of all the activity that has happened on the page