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Netsuite: How to Add Customer Insurance Details
Collections Prioritization
Watch this video tutorial on NetSuite and learn how to record, store, and maintain your customer's insurance data in a single repository.
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  • Lesson Overview
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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 
Coming Soon
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Instructor
Amanda Soto · Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana
Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
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Netsuite: How to Add Customer Insurance Details

Watch this video tutorial on NetSuite and learn how to record, store, and maintain your customer's insurance data in a single repository.

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About this course

promoImage
description
lessonOverview

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 
   
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
recommendation
image tag title description link duration

Deductions Resolution Collection Emails and Letters

 NetSuite Customer Master Data Management Training Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call  https://academy.highako.com/netsuite-customer-master-data-management 15 Mins

Collection Call Negotiations

 NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
tribe
widgetType Id components
topic cash-application input

Curriculum21 Mins

  • Adding Insurance Details in NetSuite: A Brief Overview (~1 Min)
  • Preview
    Adding Insurance Details in NetSuite: A Brief Overview
  • How to Create a New Customer in Netsuite (~ 2 Mins)
  • How to Create a New Customer in Netsuite
  • How to Add Customer's Insurance Details in Netsuite (~ 2 Mins)
  • How to Add Customer's Insurance Details in Netsuite

About this course

promoImage
description
lessonOverview

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 
   
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
recommendation
image tag title description link duration

Deductions Resolution Collection Emails and Letters

 NetSuite Customer Master Data Management Training Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call  https://academy.highako.com/netsuite-customer-master-data-management 15 Mins

Collection Call Negotiations

 NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up Course on collecting effectively on customer calls. Learn how Oracle Netsuite can reduce your efforts by automating your collection call processes. https://academy.highako.com/netsuite-collection-calls-101-how-to-set-up-customer-calls-and-follow-up 30 Mins
tribe
widgetType Id components
topic cash-application input

Curriculum21 Mins

  • Adding Insurance Details in NetSuite: A Brief Overview (~1 Min)
  • Preview
    Adding Insurance Details in NetSuite: A Brief Overview
  • How to Create a New Customer in Netsuite (~ 2 Mins)
  • How to Create a New Customer in Netsuite
  • How to Add Customer's Insurance Details in Netsuite (~ 2 Mins)
  • How to Add Customer's Insurance Details in Netsuite