Customer Lookup

Search for existing customer using the fields or create a new one pressing the "Create new customer" option below.

CREATE NEW CONTACT: After entering all info it may be saved on the system.

ADD PRODUCT: Allows for a product to be linked to the customer's account.

After entering the Carrier, Policy number (Not required but encouraged), and effective date, info must be saved.

After registering the carrier then the option to APPLY PAYMENT will become available.

A payment is processed as follows, you may retrieve the receipt immediately after.

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