You can add a new customer/ customer profile, without having to quote in thru.  To view a demo of this process - view this recording: How to add a new customer in bond.

This can be useful if you want a customer profile in the platform before they hold any policies with you. 

 

 

• First, search for the customer using the Search bar - if they do not currently have a customer profile, select Add new customer, shown here:

 

 

• A new screen opens asking the type of customer that you want to add:

 

Individual customer

Business customer

 

• Make your choice and the 'Tell us about your customer' tab opens.
• Complete the fields shown:

 

 

 

• Selecting Save (shown above) will save that customer and you will be taken to their Customer profile screen in bond.

 

Here are some of the functions that you can perform, from that profile screen:

 

 

NOTE:  A detail that is NOT captured in this process is the 'How did you hear about us' question.  So, once you set up a customer profile, if you then proceed to the step above and +Add New Policy or quote, the question will not be asked.

 

This is because you are quoting from the customer screen and the system 'assumes' you already know the source of where the customer came.