Personal data immediately visible

Personal data such as name, email, and phone number are available and can be copied for immediate action by advisors.

These name and address details can be enabled or disabled in their entirety. They will then be available to all users and can be copied using the 'copy' icons on the side. This allows users to contact business relations directly without first having to go to the CRM and look up the relation number. This saves time and makes the use of Onesurance .