Cases Full Profile

Full Profile displays key information on the case.

The following are the steps to access the Full Profile:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on a case to proceed.

3. After clicking on a case, the profile’s ‘Dashboard’ will open. Click on the ‘INFORMATION’ option.

4. The Information page will open. Hover the cursor over the option icon located on the left side of Quick Notes, which has three dots.
5. There will be three options displayed:
a. Full Profile
b. Quote Sheet
c. Ins. Quote
6. Click on the ‘Full Profile’ option.

7. The Full Profile pop-up window will open, showing ‘Personal Information’ by default. The information on this page is read-only; users cannot update it from this page. This page will display the basic information of the user.

8. Scroll down to this page to view the ‘Policy Information’ section.

9. Scroll down to this page to view the ‘Medical History’ section.

10. Scroll down to this page to view the ‘RSA Information’ section. Click on the ‘Cancel’ button to close this page.