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

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

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

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

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

  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.
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