You can now search by policy or quote number on Fast Trade
Following your feedback we have made changes to the way that you can search for customers on Fast Trade.
Using the ‘Find Clients’ option, you can now locate your client records using a Policy or Quote Number search.
When you select ‘Find Clients’ simply use the extended drop down under ‘Type’ which includes the ‘Policy number’ and ‘Quote number’ search options.
This is just one of a number of changes which we’re making to Fast Trade this year to make your online trading journey easier.
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