1: Click the Search button from the Menu - the Search window will open.

1: Click New Client from the Menu - the New Client window will open.

Note: The New Client button can be added to the Main menu. Click here for instruction. That button will show automatically if a user is blocked from the Search window. This feature requires you to log out and log back in to be activated.

1: Key in Client Details.

2: After keying the address the Check Address box will open - verify that items are in the right place then click OK.

3: Either key in dates or click the arrow for the pop out calendar.

Select an Introducer from the drop down list - this is a mandatory field. Once the Introducer has been selected the New Claim button is enabled.

1: Click New Claim to create a new claim.

1: Select the Claim Type from the drop down list.

If there is only one Claim Type on the system, it will be selected by default. To set up Claim Types click here for instruction.

1: Select a Claim Type and Status - If an initial Status has been set up, it will be selected by default. To set up a new Claim Type click here for instruction. To set up a new status click here for instruction.

2: Select the Bank - to add Banks click here for instruction.

3: Select the Branch - to add Branches click here for instruction.

4:If known, enter a Bank Reference.

5: Key in information about the loan and PPI.

6: If required, change the Introducer and reference. To add a new Introducer click here for instruction.

To create another claim, either....

1: Click New Claim from the Menu

or

2: Click Copy - this will copy the first claim and allow you to edit the information.