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Design / layout ..will Act work for us?

New Member
Posts: 1
Country: USA

Design / layout ..will Act work for us?

We work with homeowners that have insurance  (Alstate, Farmers etc).  The home owner is our customer but we bill their insurance company and then the insurance pays the homeowner which inturn pays us.  We rarly have the same homeowner as a repeat customer but we work with the same insurance adjuster often but with different homeowner contact info.

 

Will this work for us without having to keep adding adjuster info in to each customers contact record...any solution?