Client Care Desktop has the functionality to receive electronic valuations from providers.
Before you can use Contract Enquiry, you will need to add your provider details.
To do this navigate to the CE icon in your bottom tool bar:
Once the utility has opened, click into the Settings> Provider Settings area at the top of the screen:
As you can see in the screenshot below, I have not yet set any provider details:
Click on each provider you would like to setup. This will show you whether the provider uses Unipass or username and password.
For a Unipass certificate select your certificate in the dropdown box and click 'Save' when you're done.
(if you move onto the next provider without selecting save, it will not hold the details)
For logon details, add your User Name and password, then select 'Save'.
Now your details are added, you will need to add your intermediary details - see article 'How do I add my intermediary details into the CE utility?'