To add an Insurance policy to a Record in AdvisorEngine CRM, first open the Record in Record Detail view.
In the upper right, click
and select the appropriate Insurance option from the drop-down menu. A new dialog will open for you to enter all the relevant insurance details.
The currently available Insurance types in AE CRM are:
- Home Owners
- Long Term Care
The available fields will vary based on the policy type selected.
Life Insurance has a special section that allows you to list the beneficiaries of the policy.
All Insurance types have an expandable section at the bottom to which you can upload insurance policy documents.
When complete, click Financials > Insurance section of a Record or globally through the Insurance Workspace from the Site Navigation bar. at the top or bottom of the dialog to add the Insurance policy to the Record. Saved policies may be viewed from the
Adding an Opportunity
To add a new Opportunity you must open a Record that you wish to add the Opportunity to. Each Opportunity must belong to a Record. In the Record Details view of the desired Record, select Tools > Add Opportunity. A new dialog appears with fields to ...
Adding Additional Participants
For Records that represent more than 2 people, such as a trust, Additional Participants can be added in the Identification section of the Record. This only stores the name and SSN/TIN of the participant and is primarily intended to assist in Contact ...
Adding New Users
To add a new User to AdvisorEngine CRM, you must have a free CRM license. Adding a New User Navigate to Settings > User Profiles. Click +New User 1. The Enter User Information window will appear. In the Name & Details tab, enter the following ...
Adding a New Record
Prior to adding a new Record, it's important to know which information you will be storing in each Record. To help you determine which fields you should populate, AdivsorEngine Training has created the Important Fields Best Practice sheet. Tip: The ...
Adding Persons to a Record
Each Record in AdvisorEngine CRM can hold up to two Persons. Adding a Person to a Record can be accomplished through a few different methods: Add a new Person to an existing Record. See below. Add a new Person when creating a Record. See Adding a New ...