In 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.
New clients can be created from:
- The Partner Portal, on the client page
- The Partner Portal, when creating a new invoice
- An integrated workflow software
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 would be done outside of the Simfuni platform, e.g. in a workflow software or when creating a policy.
To create a new client:
1. Visit the client page
- Navigate to the Seller Portal and head to the Client page.
- In the top right corner, you'll find the inviting "New Client" button
.
2. Select client type
- A flyout window will appear, allowing you to choose the appropriate client type.
- You can choose between an individual, a business, or a trust. It's essential to select the correct client type and business type (if applicable) as this choice may impact the loan contract if a client decides to purchase an invoice using premium financing.
3. Adding a new individual
If you're creating an individual client, simply select this option and fill out the client information.
4. Adding a new business
For businesses, you can add a company, sole trader, or partnership.
5. Adding a new trust
6. Saving your 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 in your Partner Portal.
Once you've finished creating the client, click Save Client
This will create the client in Simfuni, and you will be navigated to their page in your Partner Portal.
Managing a client
The client page gives a snapshot of all the information about a client. This includes:
Personal information
Personal Information: Personal details and contact information
Invoices: View any invoices created for the client.
Summary: Check the status of the clients account and the date of their creation
Notes: Add internal notes about the client for your reference. Customers do not see these notes.
On the top right, there are options to edit the client, or create a new invoice for them.
If you have any questions or need further assistance, don't hesitate to reach out to our dedicated support team.