RM Mapping | InsureHub

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RM Mapping

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Mapping ID	RM Name	RM Code	Customer	Region	Branch	Status	Action

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RM Mapping

Map RM to Customer

Assign a Relationship Manager to a customer for servicing, renewals, and claims support.

Relationship Manager *

Customer ID *

Customer Name *

Region *

Branch *

Status

Edit Mapping

Mapping ID

Relationship Manager *

Customer ID *

Customer Name *

Region *

Branch *

Status

Transfer RM

Reassign — to a new Relationship Manager.

Current RM

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New Relationship Manager *

Branch

Transfer Reason

Remove Mapping

Remove this customer–RM assignment?

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