Download Chapter 2 Enquiries & Processing

Chapter 2 – Enquiries & Processing
Chapter 2 - Enquiries & Processing
Client Enquiries
Client Enquiries can be activated by:
1.
entering the Client Code and hitting TAB, or
2.
entering a part of the client name in the Insured Name prompt and clicking the Client
Search hyperlink.
(Note: you can use both Insured Name fields to make a very specific selection)
The Client Search allows search on parts of names by using a wildcard – “[ “ eg you can find all
Smiths by entering SM, [MI, sm, [mi etc.
ibais User Manual
2-1
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