MARS Client Profile

Client Profile

Opening a Client Profile immediately displays a summary of basic client and policy information. At a glance you can see client address, phone, policy, and producer information for the selected client.

To view the full size image, click on the thumbnail.

Additional detailed information and the ability to update or change any of the information shown on this screen is never more than one or two keystrokes away by pressing the buttons at the bottom of the profile screen.

In the policy information panel, you can display only in-force policies, only expired policies or both. This option allows you to maintain historical data in the system without cluttering the current view of any account.

Client Information

Press the "Client Information" button at the bottom of the profile to display detailed account information. Clients are coded either Business or Personal when first added and the detail screens match accordingly.

To view the full size image, click on the thumbnail.

Personal Lines Accounts

Client Information
The basic demographic data. A unique feature in MARS is the ability to store a Cross Reference filing name as well as a related account name for each client.

Driver List
This screen expands on the basic demographic data by adding family member and all driver information.

Accounting Information
Settings for billing and service options and producer/CSR assignments.

Commercial Lines Accounts

Business employees
Commercial accounts request business employee and driver information rather than family members.

To view the full size image, click on the thumbnail.

Nature of Business
Information on this tab includes the general account and nature of business information required for commercial ACORD application processing.

To view the full size image, click on the thumbnail.

All Customer and Policy information is designed to accommodate ACORD electronic transmission standards for upload and download.

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