Creating New Clients

Within Simfuni, a client is an individual or entity that either currently holds insurance policies or plans to obtain them, with their payments being managed through the Simfuni platform.

Please note, it is your responsibility to follow AML and KYC practices when adding clients. In most cases this means you'll need to check proof of identity via a document such as a drivers licence or passport. This needs to be done outside of the Simfuni platform, e.g. in a workflow software or when creating a policy.

To create a new client:

There are two ways to bring up the new client flyout form in the Simfuni platform:

• To create a new client from the Client page, click on the New Client button in the top right corner of the page.
• To create a new client while creating a new policy:

1. 1. On the Policies page, click on the New Policy button in the top right corner of the page.
   2. Click on the Search clients search bar and enter in your client details. If no clients come up with the given details, there's an option to Create new client.

Both flows will bring up the same flyout form to enter in details for the new client. After you've completed the necessary details, click on the "Save Client" button. This will create the client in Simfuni, and you will be navigated to their dedicated page within Simfuni.

To view more information about managing clients, see this article about Client Contact Information and this article about Managing Clients.