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  1. To complete the Physical Damage Insurance Information section, enter information in the following fields, required fields to receive completed icon are indicated with *:
    • Insurer *
      Enter the name of the insurer.
    • Broker / Agent *
      Enter the name of the broker or agent.
    • Demographic information
      Enter the demographic information for the broker or agent.
    • Policy Number *
      Enter the policy number.
    • Expiration Date *
      Enter the policy expiration date.
    • Type
      Choose Blanket or Schedule.
    • Loss Damage Waiver (LDW)
      Mark this check box if the customer has agreed to use the loss damage waiver provided by your company.
    • Comp. Deductible
      Enter the comprehensive deductible amount. This field is required if the policy number has been entered. The maximum deductible amount is entered in the Rental Setup window.
    • Coll. Deductible
      Enter the collision deductible amount. This field is required if the policy number has been entered. 

      Note

      The maximum deductible amount is entered in the Rental Setup window.


    • Loss Payee *
      Mark this check box to indicate that the any insurance settlement payments will be paid to your company.
    • Additional Insured *
      Mark this check box if this policy has been endorsed with a status of Additional Insured.
    • Self Insured
      Mark this check box if customer if self-insured.
    • Authorization #
      Enter the authorization number.
    • Note
      Enter a note.
  2. To attach a digital copy of the insurance policy, choose the paper clip icon located above the Note text field.
  3. Choose OK.

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Insurance icons overview

Each insurance section will display an icon to the right of the section title that indicates if the section is complete (green), incomplete (red), or caution (yellow).

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