Viewing as Super admin · Owner · Chris
Customer process · step 1
New customer intake
Entered once, here. Every screen after this (Customer 360, quotes, timeline, portal) reads from these answers.
1
Contact details
Preferred contact
2
Household & property
Own or rent
What to protect · pick any
Vehicles & drivers
No car selected in step 2, so nothing needed here.
4
Current coverage
Current insurer
What matters most
Review & submit
- Household
- –
- Contact
- –
- Address
- –
- Protect
- –
- Vehicles / drivers
- n/a
- Current
- –
- Starts
- –
- Priority
- –
Complete sections 1–4 to submit.