You can view your client's most recent quote, policy and claim history from the drop-down menu on the home page.


If you'd like to view your client's entire history, first search for your customer on the home page and once located, select 'update details'.


On the customer profile page you can view all quote, policy and claim history as outlined below:


Search and click on your customer, then click 'update details':



You'll be directed to the client profile page where you can then scroll down and view all quote, policy and claim history. You can also amend any customer details on this page and start a new quote: