It's easy to find previously saved information about your clients and their policies in the Simfuni platform.
Account prerequisites:
- User permission: Client read and Client update
Client Information
The client page gives an overview of all the information about a client. This includes:
- The date the client record was created (this may be the migration date if their policy was uploaded into Simfuni via a data migration).
- Personal and contact information. These can be edited using the pencil icon both on the right hand side of the page and within the Contact information tab itself - see this article about Client Contact Information for more on how these details are used by the system to send communications.
- Policies belonging to the client.
- Internal notes about the client - these are for your reference only, customers do not see these notes. Notes may also be added at a policy level, if they only relate to a particular policy.
- Communications that have been sent to the client. See this article for more information about client level communications.