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: Use the View Rows drop-down to select the number of rows to be displayed for the search result. If the search result is more than this number, then you need to scroll down to view other 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 appears with a list of addresses.

   1. Click the <Address Type> link. The <Address Type> window appears with existing address information. Update the address details.
   2. If a new address needs to be added, click Add Address. The add address window appears. Add the address details.

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 Number screen appears with a list of phone numbers.

   1. Click the <Phone Type> tab to change the existing phone details. The <Phone Type> window appears. Update the phone details.
   2. If a new phone number needs to be added, click Add Phone. The Add Phone window appears. Add the phone details.

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.