Dial the following numbers for...
500 - I.T Support
502 - Customer Services
503 - Retentions
504 - Amendments
500 - I.T Support
502 - Customer Services
503 - Retentions
504 - Amendments
Customer Services: 01932 807 350
New Sale for Legal and general
Step 1 - CRM - POLICY - PRERISK/PREREFERRED POLICIES - Select Sale date - Change SALE TYPE to NEW SALE.
Step 2 -Click CRM id
VIEW risk pending policy
Step 3
Step 4 - Go to manage application on legal and general website
Step 5
Step 6 - Wrong Quote
Step 7
Check the notes (copied from quote) against the CRM and make any changes if needed to the CRM. Check the COMMISSION, SUM ASSURED, TERM, PREMIUM and START DATE (Whole Column) , if it is all correct click on the tick.
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