Now that you have captured the policy, you can add the contracts that form part of this policy. A policy can have multiple contracts, just as a family can have multiple family members. These contracts are administered, processed, maintained and renewed separately. Each contract in a policy will have its own frequency, payment method and […]
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Capture a new policy
The signed policy application is lying in front of you waiting to be captured. Do you know where to begin? Here is some more information that will help you get started… The policy structure window in Exergy is like a dashboard from which many policy functions and features can be accessed. From the Exergy main window, you can […]
Read moreHow to add a client’s address
A very useful piece of information to have in our database is the address of our clients. When we have this information at our fingertips, it makes communicating with them so easy. Let me show you how to capture the client’s address on Exergy…
Read moreHow to capture a new client
So you have a dilemma. The client who is taking out a new policy does not exist on Exergy yet. This means you need to create a new client in order to capture the new business policy. Let me show you how to capture a new client on Exergy…
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