Insurance

Entering Insurance Information

To enter insurance information for a customer, click on Enter Sales and on the right side of the Customer tab, you will find an Insurance button.  If at any point after a sale is completed you need to modify a customer's insurance information, select the customer through Customer Activity, click on B - Customer Processing, and then K - Insurance.

Changing Insurance Information

There is a system option that allows you to display the insurance screen automatically if a customer's insurance has expired.  To utilize this option, go to Miscellaneous, 1 - System Options, tab 7 - Other, and check the box next to "Show Insurance Screen Automatically If Insurance Expired".

Insurance Providers

If you want to keep a file of insurance providers, click on Sales at the top of the screen, and then A - Insurance Providers.  By clicking on Add New Insurance Provider, you can add the information for an insurance provider.