Certificate of Insurance - Expiration
To open the Certificate of Insurance - Expiration tab, click the Supervisor link on the Rental list of the Product Support Quick Links screen.
The Certificate of Insurance - Expiration tab allows you to display a list of customers whose certificate of insurance has expired (or is nearing expiration). Certificates can be displayed for customers that currently have rental contracts or for customers with no rental contracts.
The following search fields appear on the Certificate of Insurance - Expiration tab:
| Field | Description |
|---|---|
| Include Customers With | Search customers that currently have rental contracts in the system or search customers with no rental contracts in the system. |
| Expiring on or Before | Search for expired certificates of insurance by entering an expiration cut-off date. |
| Select Location | Search for expired certificates of insurance by entering a specific or multiple branch locations. |
The following fields appear on the Certificate of Insurance - Expiration tab:
| Field | Description |
|---|---|
| Customer | The name of the customer whose certificate of insurance has expired (or is nearing expiration). |
| Expiration Date | The expiration date on the customer's certificate of insurance. |
| Agency | The insurance agency providing the customer with insurance. |
| Liability Amount | The maximum liability amount of the customer's insurance. |
| Location | The location associated to the contract. |
| Active Contract |
The customer's active insurance contract number. Note: If the contract number is highlighted, the customer currently has no insurance loaded on their rental contract. |
Click on a Customer to open the Customer Profile screen.