The New Client option allows users to enter a client in Diamond without using the Application Submission Request screen (for policies) or the Quote Application screen (for quotes). Basically, it allows client information to be entered by accessing the Client screen when New Client is chosen from the Quick Quote / New Client menu option.
Click the Quick Quote / New Client.
When the Client 1 Name / Address screen displays:
Enter Client 1's (and, if necessary, Client 2's) Name / Address information.
Enter any other information you may have (e.g., DL Number, SSN, Date of Birth, etc.)
Select Enter Quotes to begin the entry of a quote; the Lines of Business screen displays.
Choose the Company / State from the combo boxes.
Opposite the line of business, click in the field yo will enter a quote for.
Click Enter Quote.
The Application Submission screen displays and you may begin the submission and entry of the quote for the selected line of business.
If the client already exists in the system, selecting the Quick Quote / Existing Client menu option allows you to access and change a client's information on the Client Information screen.