Create the client and Deal
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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Search Clients before creating a new organisation.

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Complete the client identity and address using the information supplied.

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Add the primary contact who will receive client correspondence.

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Describe the business and record the relevant risk information.

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Create the client, then review its saved Overview and Contacts.

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Use Contacts to review the people and addresses linked to the client.

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Create a Deal from the client. Give it a useful Internal Label and select the Product.

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Set the Stage and Deal type. Status describes the opportunity separately from placement progress.

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Record the requested policy period and the colleague responsible for the Deal.

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Choose the requested geography and enter the Product Fields relevant to this risk.

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Save the Deal. The client is already linked as the insured.