Create a new customer

On first login you won't have any customers registered in the Blend portal.

To create a new Customer:

• Click into the home page search field
• Start typing your customers name
• A drop down will appear, select 'create new customer'

You will be taken to the 'create new customer' page:

• Complete the mandatory personal details: 
  • first name
  • last name
  • confirm whether your customer is an Australian citizen or permanent resident
  • state
  • date of birth
• Complete the mandatory employment details:
  • employment status
  • occupation
• Click 'continue'
• Review your customers profile, if a correction of details entered is needed click on 'edit', if all ok click on 'save customer'
• Well done you have successfully created your customers profile
• Click on 'new quote' to get a quote for an available product/coverage
• Click on 'more details' to view your customers profile where you can amend the profile or get a new quote