A new Home Insurance case is created from the Home Insurance section of a client's case in Smartr365. Open one of the client's cases (for example, a mortgage or protection case) and select ‘Home Insurance’ from the navigation menu on the left-hand side.
Select the ‘+ Add New Insurance’ button to begin.
Complete the form where possible and click ‘Save’, which will create your new Home Insurance case.
The ‘Property’ field is the only required field for you to complete before you can save and create the case (Status is filled in for you as New Lead). This field displays a list of all properties that are linked to the client(s) through their Mortgage cases or the Existing Properties in their Fact Find. If the property is not listed, add it first in Fact Find > Existing Properties.
If the client does not have a case yet
The New Case button creates Mortgage and Protection cases. To add home insurance for a client who does not have a case yet, follow these steps:
Create a case for the client using New Case.
Go to Fact Find > Existing Properties and add the property details.
Go to Home Insurance > Add New Insurance, select the property and complete the form.
Click Save. The home insurance is recorded as its own Home Insurance case for the client.