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Create Client Guide

Learn how to add and manage client profiles in InsureFlow.

Creating a New Client​

Step 1: Navigate to Clients​

  1. Log in to InsureFlow
  2. Click on "Clients" in the main navigation menu
  3. Click the "Add New Client" or "Create Client" button

Step 2: Enter Client Information​

Fill in the required client details:

Personal Information​

  • First Name: Client's first name (required)
  • Last Name: Client's last name (required)
  • Date of Birth: Client's birth date
  • Social Security Number: For identification (encrypted)
  • Phone Number: Primary contact number
  • Email Address: Client's email

Address Information​

  • Street Address: Street and number
  • City: City name
  • State/Province: State or province
  • ZIP/Postal Code: Postal code
  • Country: Country of residence

Additional Details​

  • Occupation: Client's profession
  • Annual Income: For risk assessment
  • Marital Status: Single, Married, etc.
  • Number of Dependents: How many people depend on the client

Step 3: Review and Save​

  1. Review all entered information for accuracy
  2. Click "Save" or "Create Client"
  3. The system will confirm successful creation

Managing Existing Clients​

Viewing Client Details​

  1. Go to the Clients list
  2. Click on a client's name
  3. View all client information and history

Editing Client Information​

  1. Open the client's profile
  2. Click "Edit" button
  3. Modify the necessary fields
  4. Click "Save Changes"

Adding Notes​

  1. Open the client's profile
  2. Find the "Notes" section
  3. Click "Add Note"
  4. Enter your note and click "Save"

Best Practices​

  • Always verify client information before saving
  • Keep contact information up to date
  • Add notes for important interactions
  • Review client profiles regularly
  • Maintain confidentiality of client data

Common Issues​

Duplicate Client Warning​

If you see a duplicate warning:

  • Check if the client already exists
  • Verify with different contact details
  • Contact support if you're certain it's a new client

Required Field Errors​

All fields marked with * are required:

  • Ensure all required fields are filled
  • Provide valid format (email, phone, etc.)
  • Check for special character restrictions