Update Client Information

Client information may change during the policy's life cycle. A client may change marital status or move to another address or add a new phone number. When situations arise that require client details or client addresses to be updated, simply open the client record and make the necessary changes.

Important   Any changes to the Client will be made through specific Client level activities.

Steps to Update Existing Client Information

  1. Search for a client. The search results will display in the Client Search Results window.

  2. Scroll through the search results and click the client record . The Client screen will appear with the client's information.

  3. Update the client detail information.

  4. Click Save.

Important   If the search results contain more than ten results, then only the first ten results will display. Adjust the Maximum Results drop-down box in the bottom right corner of the screen to display the additional search results.

Steps to Change Client Address Information

  1. Search for a client. The search results will display in the Client Search Results window.

  2. Scroll through the search results and click the client record. The Client screen will appear with the client's information.

  3. From the Entity Navigation list click Address. The Address screen will appear with the address information.

    1. Click the address record ((row expander button) to change the existing address details. Update the address details.
    2. If a new address needs to be added, click Add Address. Add the address details in the new row.

  4. Click Save when finished with the changes / adding the new details.

Note: Change the default address by clicking the radio button next to the address that should be used as the default.

Steps to Change Client Phone Information

  1. Search for a client. The search results will display in the Client Search Results window.

  2. Scroll through the search results and click the client record. The Client screen will appear with the client's information.

  3. From the Entity Navigation list click Phone. The Phone screen will appear with the phone information.

    1. Click the phone record to change the existing phone details. Update the phone details.
    2. If a new phone number needs to be added, click Add Phone. Add the phone details in the new row.

  4. Click Save when finished with the changes / adding the new details.

Note: Change the default phone by clicking the radio button next to the address that should be used as the default.