Account Summary
- Sun Nguyen (Unlicensed)
- Samantha Tran: Insurance-VN
- Mi Tran: Insurance-VN
- Anne Vu: Insurance-VN
1. Introduction
This tab gives you all the information of the customer account via various widgets (Similar to https://contemi.atlassian.net/wiki/spaces/SHC/pages/1754955813/Dashboard?atlOrigin=eyJpIjoiOGI3YjdiYjhjNmQxNGEzY2I1N2MzNDk5YzA1MGM2MWUiLCJwIjoiYyJ9).
2. Select View
This dropdown allows you to switch between different widget views on the summary tab.
3. Available Widgets
Widget Name | Description |
|---|---|
Call logs |
|
History | Display 4 latest activities of the account
|
Contacts | Display 4 latest contact points of the account
|
Customer score
| Display the credit score and customer score of the account
|
Claim loss
| Display the total claim paid & expense, and written premium of the account
|
Last reported claims | Display 3 latest reported claims |
Cases
| Display 4 latest reported cases |
Notes | Display 5 latest notes, and you can create a new note directly by clicking the + button |
Emails |
|
Quotes
| Display 3 latest quotes of the account
|
Policies | Display 3 latest policies of the account
|
Sales | Display 4 latest sales of the account |
Rewards | This widget shows the latest rewards that a given customer receives
|
Household | Display 5 latest households of the customer account
|
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