How do I create a client and add their account(s)?

  1. Navigate to the Clients view under your Book of Business
    Client1.png


  2. Click the orange ADD NEW CLIENT button, pictured below
    Client_2.png 

  1. Name the Client, select the Client Type, and the Client Status
    Cleint_3.png

  1. Once the client has been created, the associated accounts can be added
    Client_4.png

  1. New accounts can be added through an Integration Provider or manual entry. The Account’s Name must be entered and the Account Type and Sub-Type must be selected, before the account can be added.
    Client_5.png
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