Create a new customer

Modified on Tue, 05 Nov 2019 at 12:45 PM

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

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