Client Information  

The CAS system is client centric. The client information is captured independently from the policy as you may have multiple policies with various underwriters for one client.  

Information is captured with the help of drop down menus, Date of Birth being populated from the ID number and area codes using a look-up facility. Capturing details such as the e-mail address and cell number is important for communicating with your client by means of either e-mail or SMS. Once you have populated the required fields all you need to do is press the save icon and a new client has been created.  

Banking information is stored on the policy information screen and not the client information as each policy may have different banking requirements. The banking details are verified against a CDV check to minimise the failing of debits.  

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