Accounts: Insurance - Overall
This screen contains overall insurance information and settings.
Basic insurance information is on this page. The color on the insurance menu is controlled based on the status of the policy expiration, cancellation status, and lien expiration status.
Lien expiration will not be tracked unless there is a date in the End Date field.
Coverages and deductibles are initially set from location settings defaults when the deal is added.
There are two sets of notes available. The top is for overall insurance notes. The bottom is for coverage notes and communication with the insurance company.
There are two reports available to assist in communcation between you and the insurance company:
Insurance Verification Fax
Insurance Verification Mailer
Either of these reports may be used in your communications. The Mailer is meant to be mailed. However, both may be emailed.
You may also copy the basic insurance information from this deal to all other deals under the same customer account number. Use the Copy... button at the top of the screen for this feature.