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Insurance details form a major part of the customer database, as they provide insights about customers' payment behavior. Capturing and managing them could be sometimes difficult and more complex than it seems.
As a collection analyst, you have to ensure that this data is handled efficiently without hampering the ongoing A/R efforts. But, how’s that possible?
Well, worry no more! With Oracle Netsuite, the task becomes all the way easier. Watch this quick tutorial by Amanda Soto and understand how to record the insurance data of your customer. It will further help you to record, store, analyze, and maintain all your customer's data in one single place for future reference.
What’s worth, this 5-minute course will help you keep a close track of your customer's key performance indicators and enables you to plan, strategize, and prioritize things accordingly.
Key takeaways -
- How to create a new customer account in Netsuite
- How to create a new record with all the details in Netsuite
- How to retrieve and view them whenever required
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