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Clients

Entering clients into OIPA is the first major step in building a policy. Clients are individuals or entities that are associated with a policy. Once an individual or entity, such as a company, is entered into OIPA as a client, that client can then be assigned specific roles on policies. After creating a new client, enter the Client Detail and all the applicable Addresses.

Client Detail must be entered prior to entering address information.

Steps to Create a New Client

From the Main menu, select CLIENT | New from the drop down menu. The Client screen will appear.

Select the type of client from the Type drop down box. The Client screen will change depending on the type of client entered. Only the fields that pertain to that specific client type will display.
Select a Legal Residence country from the Legal Residence drop down box. The Client screen will display fields based on the country selected.
Enter the Client Detail information. If required information is left blank, then an error message will appear.
Click Save from the bottom of the screen when finished.

Once a client is created, that client cannot be deleted.

Client Detail screen with Type box highlighted

Client Type Highlighted on Client Screen