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Download Chapter 2 Enquiries & Processing
Transcript
Chapter 2 – Enquiries & Processing Physical Address The client’s physical address(es) can be captured here. Click New to add a new address, and the following screen is displayed: Complete the details and then click the Submit button. Documents The documents section of the Client Record allows you to set up email addresses for invoice and schedule documents to be sent directly to the client. Emails will go to the default email address unless the policy class is listed and an alternative email address is provided. ibais User Manual 2-19 © BA Insurance Systems
