In the Customer Entry tab, you can enter the insured person details as follows:

 

§  Define the Customer Type (Individual/ Company) by selecting the relevant radio button;

§  Enter the insured’s National ID;

§  Enter the CR Number;

§  Select the insured’s Title from the predefined dropdown list;

§  Enter in the Name of the insured;

§  In Name2 you can enter in the name of the insured person in the second language of the system;

§  Enter in the Phone, Mobile and Fax numbers of the added insured person;

§  Enter the insured’s Email address;

§  Select the Account Type from the predefined dropdown list;

§  Select the insured’s Marital Status;

§  Select the Agent and the Agent Type from the predefined lists;

§  Enter the Commission Percentage;

§  Select the Country and City of the insured’s residence;

§  Select the Area of the insured’s residence;

§  Enter the P.O Box, Building , Block and Street of the insured’s residence;

§  Enter the Insured Address;

§  Enter the insured’s Birth Date;

§  Select the insured person’s Profession. You can select from a list of professions that were previously defined through the Codes page of the General Settings module;

§  Define the Insured’s Nationality (Local/ Foreign) by selecting the relevant radio button)

§  If the insured person is VIP, check in the VIP Customer checkbox;

§  Select the Insured’s Gender (Male/ Female);

§  Select the Insured’s Parent from the predefined suggestion box;

§  Click to save your work.