Here is some information on what to do once your insurance reports are loaded to your site:
The first time a policy appears, Client Manager will suggest a match to a client that already exists in your CRM.
We will ask you to confirm the suggested matches on the policy linking screen.
In limited cases, Client Manager is unable to suggest a match. Either the client does not exist in your CRM or the insurer’s client name, date of birth, and/or suburb is different than the details you have for that client in your CRM.
For these cases, you have the option to:
- Manually create the missing clients in your CRM and link the policies.
- Update the details in your CRM to match the latest data from the insurer. Client Manager will suggest a match with the next batch upload.
- Contact the insurer to correct the information they have on their record for your client. Client Manager will suggest a match once the corrected report is downloaded and uploaded.
- Search through your existing clients to manually select a match even though the data may be different between your CRM and the insurer.
Policy linking is a one-off process. Any updates to linked policies will automatically flow through without you reconfirming the mapping.
Changes to Linked Policies
Where there is a difference that requires attention, you will be presented with necessary changes to review, approve or reject.
The following videos demonstrate how to link policies and action updates:
If you have any questions, please email our support team at email@example.com