ADD NEW CLIENTS
DEMONSTRATION SYSTEM
 
| | |   |   | Demo Guest Logged In  
 
ADD CLIENT DETAILS
Forename(s):
 
Surname:
Address 1:
Address 2:
Town:
County:
  Postcode:
Country:
Telephone 1:
  Mobile 1:
Telephone 2:
  Mobile 2:
Email:
Next Review:
  ◄ DATE format must be:  dd/mm/yyyy
Employment:
 
Salary: £  
Occupation:
Company:
Date of Birth:
  ◄ DATE format must be:  dd/mm/yyyy
Marital Status:
  Children:   ◄ Numeral(s)
Health Status:
  Smoker:
Attitude To Risk:
  Will Made:
Introducer:
Client Status:
Notes:
 
 
 
INSTRUCTIONS
1 If you need to check that the CLIENT you are about to add is not already in the database, click the CHECK CLIENTS button below.
*Please Note: For joint policy CLIENTS add both forenames.
e.g.. Mr and Mrs John and Mary
2 Be sure that the INTRODUCER is in the database for this client. If not, click ADD INTRODUCER on the menu bar above.
3 Enter all the appropriate details in the form on the left.
4 Click the SAVE CLIENT button below the form to add this client to the database.
 
 

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