Add New Customer
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 u…
A pocket tour
A pocket tour pocket is the customers portal so, as a broker, you may not get to experience what your customers can see and what features this module has. We have created a recording, which provides a brief overview : Pocket Overview Tour (video has no sound) In addition, this article will showcase some of sc…
Manual Product - Add a new customer
If you would like to view a recording of this process, please check it out here : How to add a new customer in bond. For this process you need to be in bond. * First, search for the customer using the Search bar - if they do not currently have a customer profile, select Add new customer, shown here: …
Cancellations from customers in pocket
If the customer creates their pocket account when they arrange their insurance policy, they will have several features that allows them to manage their own policy, including cancellations. If the customer opens their pocket account and My Policies, there are several icons available to perform certain actions includi…
