Customer Insurance Agency
The Customer Insurance Agency screen is accessed from the Configuration side-menu under the Rental tab.
The following fields are displayed:
| Field | Description |
|---|---|
| Agency Number |
The insurance agency number. Note: |
| Agency Name | The name of the insurance agency. |
| Contact Name | The name for the main contact associated with the insurance agency. |
| Expiry Date |
The expiration date of the customer's insurance policy.
Note: If you edit the insurance policy expiry date in this field, the Insurance Expiry field on the Customer tab of any rental contracts related to this customer will not be automatically updated by the system; the date must be maintained manually in both areas of the system in order to remain accurate. |
| Policy Number | The insurance policy number. |
| Liability Amount | The amount of liability the customer has with the insurance policy. |
The Create button will open a new window where you can define a new Insurance Agency Profile:
The following fields can be defined:
| Field | Description |
|---|---|
| Agency Name |
Enter the name of the insurance agency. |
| Contact Name | Enter the name of the point of contact for the insurance agency. |
| Expiry Date | Select an expiry date. |
| Unit | Enter the unit information. |
| Street Address | Enter the street address of the insurance agency. |
| City | Enter the city name of the insurance agency. |
| Province/State | Enter the province or state of the insurance agency. |
| Postal/Zip Code | Enter the postal code or zip code for the insurance agency. |
| Phone Number | Enter the primary contact number for the insurance agency. |
| Fax Number | Enter the fax number for the insurance agency. |
| Web Address | Enter the URL for the insurance agency. |
| Email Address | Enter the email address for the insurance agency |
| Policy Number | Enter the policy number for the new insurance profile. |
| Liability Amount | Enter the liability amount for the new insurance profile. |
| Comments | Enter any relevant comments associated with the new insurance profile. |
Save & Close will save your new insurance agency information and close the window.
Save & New will save your new insurance agency information and re-open the screen to create an additional insurance profile.