FirstName

Capture customer first name

LastName

Capture customer last name

FullName

Capture customer full name

CompanyRegistrationDate

Capture company’s registration date

Emails

Capture customer email

Phones

Capture customer phone

Addresses

Capture customer address

Reference

Reference of each customer account, is generated by the system

NIN

Capture customer National Identification Number, must be unique in the system

DateOfBirth

Capture customer date of birth

Country

Capture customer country

Status

Capture customer status (prospect, customer, etc.)

Preferred Communication

Capture customer’s preferred communication (email, phone, etc.)

Gender

Capture customer gender

Scoring

Capture customer scoring (depending on each business, you can define different ways to calculate your customer score)

JobTitle

Capture customer job title

Source

Capture customer source (where can you get this customer: direct walk-in, telephone, etc.)

CreditRating

Capture customer credit rating

Payment Type

Capture customer’s payment type (cash, cheque, etc.)

Note! When you choose the payment type for your customer, this type will be the default payment type for the customer when purchasing policies.

Payment Frequency

Capture customer’s payment frequency (monthly, annually, etc.)

Note! When you choose the payment frequency for your customer, this frequency will be the default payment frequency for the customer when purchasing policies.

Preferred Collection Date

Capture customer’s preferred collection date (definition is in Payment distribution settings )

Note! When you choose the Preferred Collection Date for your customer, this Date will be the default Preferred Collection Date for the customer when purchasing policies.

KAM

Capture customer Key Account Manager

EducationalLevel

Capture customer Educational Level

CreditScore

Capture customer Credit Score (depending on each business, you can define different ways to calculate your customer score)

Distribution method

Capture customer Distribution method

Contact Person

Capture customer Contact Person

Invoice Email

Capture customer Invoice Email

PaymentRemarks

Capture customer Payment Remarks

Renewal Date Alignment

Capture customer Renewal Date Alignment (How to turn on End Date Handling Scheme? )

Note! When you choose the Renewal Date Alignment for your customer, this Date will be using for calculating the default end date when creating a policy for this customer

Discount Rate

Capture customer Discount Rate

External Reference

Capture customer External Reference