Create Account
- Sun Nguyen (Unlicensed)
- Samantha Tran: Insurance-VN
- Michelle Huynh: Insurance-VN
- Anne Vu: Insurance-VN
- 1 1. Introduction
- 1.1 Before you begin
- 2 2. Create an account
- 2.1 a. Basic Information
- 2.2 b. Address
- 2.3 c. Other Information
- 2.4 d. Relationships
- 2.5 e. Contact List
- 2.6 f. User Account
- 3 3. Auto-populate Customer data from the Data Registry Service
- 4 4. Perform Credit Check
- 5 4. Customer fields can be used
1. Introduction
Before you begin
You need to have the privilege permissions to perform this action. (Create accounts, import accounts, view accounts)
2. Create an account
To create a new account, you can click on the below button in the Account List, you can create a Person or Company Account
This action will open the Create Account form popup where you need to fill in all mandatory information which is marked with * in the form.
The information in the form includes:
a. Basic Information
This section contains all the basic information about the customer. For example First Name, Last Name, DOB, Address… The company account will have different forms.
b. Address
This section is available in the Company form, with visiting location, postal location, and invoice location
c. Other Information
Additional information about the customer, including Credit Score, Credit Rating, Payment Remarks, KAM…
d. Relationships
This section contains the list of relationships with the customer. You can add a new relationship by clicking on the button. To add a new relationship, you need to select a relation Account and a corresponding Relationship Type.
e. Contact List
This section contains the list of contacts of the customer. You can add a new contact by clicking on the button. To add a new contact, you need to fill in all mandatory information which is marked with * in the form.
f. User Account
You can only see this section if your organization has a customer portal. This section allows you to create a user account for the customer to log into your organization’s customer portal.
After the user account has been created, an email notification will be sent to the customer with a username and password to log into the customer portal.
After filling in all the information, you need to click the Save button to create a new account
3. Auto-populate Customer data from the Data Registry Service
If your tenant has integration with 3rd party Data Registry Service. You can populate Customer data when creating a new Account.
Data retrieval can be done for Personal as well as Company accounts.
After you enter an ID in the SSN field, there is a Search icon displayed.
Clicking on the Search icon, if IS is valid, the system will retrieve the individual/company information based on the Data Registry integration configurations.
Auto-populated fields can be configured to be read-only or editable in https://contemi.atlassian.net/wiki/spaces/SHC/pages/1898545375/Plugin+Integrations#Data-registries
4. Perform Credit Check
When creating a Person or Company account, Seamless provides you with functionalities to fetch some information about the customer via a third-party API (aka Data Registry service). See https://contemi.atlassian.net/wiki/spaces/SHC/pages/1898545375/Plugin+Integrations#Data-registries
a. Commercial Line (Company) Account
When creating a Company account with an Org. No, you can click on the lookup icon in the Org. No field.
If the input Org. No is valid, the following fields will be automatically filled and disabled:
Company Name
Norway
Visiting Address
Extra Address
Postcode
City
Credit Score
Credit Rating
Industry Code
Industry
Company Registration Date
If the input Org. No is invalid or does not exist, you will see the following message:
b. Private Line (Person) Account
When creating a Person account with a NIN, you can click on the Credit Check button in the Org. No field (This button is only enabled when a NIN number is input).
This button will perform the Credit Check for the customer. Before processing this action, you also need to confirm via a Confirmation dialog. After clicking on “Yes”, the Credit check will be performed.
If the Credit Check can be performed successfully, the following fields will be automatically filled and disabled:
First Name
Last Name
DOB
Gender
Address
Postcode
City
Credit Score
Credit Rating
Payment Remarks
If the input NIN is invalid or does not exist, you will see the following message:
4. Customer fields can be used
You can customize your Account form at https://contemi.atlassian.net/wiki/spaces/SHC/pages/1904443516/Account+Settings#Fields-and-Layouts
The fields below are the default fields in the system and can not be changed.
Field name | Description |
|---|---|
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 |
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