To add a new agent/customer profile, you need to click  and go through the following steps:

 

 

 

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

Ø  Enter the insured’s National ID;

Ø  Enter the CR Number;

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

Ø  Enter in the Name of the insured;

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

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

Ø  Enter the insured’s Email address;

Ø  The Account Type is auto retrieved from the predefined dropdown list;

Ø  Select the insured’s Marital Status; (Married, Single, Etc.)

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

Ø  Enter the Commission Percentage;

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

Ø  Select the Area and the Street of the insured’s residence;

Ø  Enter the Insured Address;

Ø  Enter the Additional Code; (this field is for the Saudi market only)

Ø  Enter the Unit Number of the address;

Ø  Enter the Postal ZIP Code, Building and  the P.O Box of the insured’s residence;

Ø  Enter the insured’s Birth Date;

Ø  Select the Insured’s Nationality from the predefined list;

Ø  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;

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

Ø  In the Taxable  field, check the Exempt or Non-Exempt radio button to define the tax type;

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

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

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

Ø  Click to save your work.