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Find Refers: Quotes and Policies

Enter Name of  client OR
Enter Policy Number/ reference
Enter password (Portwood/ SAGIC only)
Enter e-mail address
Enter broker name
Enter broker password
Earliest date policy range was issued
Latest date policy range was issued
Change Policy Type
IF Switching to Landlord, Tenant Type
Type of Schedule to Produce
Age of proposer/ spouse (Will be amended if not '00'. Needed for accurate house insurance premiums)
If you choose either of the above, the program will automatically update the record selected
  • Entering the correct password will find all clients matching the name

  • Entering the broker name will find all clients matching the broker name

  • Entering the policy number/ reference will find ONLY that policy number