Page Comparison

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1. To access the Customer Rental Insurance Detail window, go to Cards > Sales > Customer to open the Customer Maintenance window.
2. Enter or choose select the customer.
3. Select Additional and then choose select Rental Insurance Detail.
4. In the Customer Insurance Detail window, the Customer ID field auto-fills the customer number and customer name as display-only from the Customer Maintenance window.

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1. To complete the General Liability Insurance section, enter information in the following fields, required fields to receive the 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.
   • Each Occurrence
     Enter the liability amount for each occurrence. If the amount entered is less than the minimum liability entered in the Rental Setup window, a warning message will display. This is just a warning as the information can still be saved.
   • Deductible
     Enter the deductible amount. The maximum deductible amount is entered in the Rental Setup window.
   • Additional Insured*
     Mark this checkbox if this policy has been endorsed with a status of Additional Insured.
   • Self Insured
     Mark this checkbox if the customer if is self-insured.
   • Authorization #
     Enter the authorization number.
   • Note
     Enter a note.
2. To attach a digital copy of the insurance policy, choose select the paper clip icon located above the Note text field.

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1. To complete the Auto Insurance Information section, enter information in the following fields, required fields to receive the 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
     Select Blanket or Schedule. 

     Note
     A blanket insurance type is a single limit of insurance that applies over more than one location or more than one category of property coverage, or both. This contrasts with specific or scheduled limits of insurance, which are separate limits that apply to each type of property at each location.

   • CSL
     Enter the combined single limit (CSL) that describes the predetermined limit for the combined total of bodily injury liability coverage and property damage liability coverage. The minimum liability amount is entered in the Rental Setup window.
   • Deductible
     Enter the deductible amount. The maximum deductible amount is entered in the Rental Setup window.
   • Additional Insured *
     Mark this checkbox if this policy has been endorsed with a status of Additional Insured.
   • Self Insured
     Mark this checkbox if the customer if is self-insured.
   • Authorization #
     Enter the authorization number.
   • Note
     Enter a note.
2. To attach a digital copy of the insurance policy, choose select the paper clip icon located above the Note text field.

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1. To complete the Physical Damage Insurance Information section, enter information in the following fields, required fields to receive the 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
     Select Blanket or Schedule.
   • Loss Damage Waiver (LDW)
     Mark this checkbox 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 checkbox to indicate that the any insurance settlement payments will be paid to your company.
   • Additional Insured *
     Mark this checkbox if this policy has been endorsed with a status of Additional Insured.
   • Self Insured
     Mark this checkbox if the customer if is self-insured.
   • Authorization #
     Enter the authorization number.
   • Note
     Enter a note.
2. To attach a digital copy of the insurance policy, choose select the paper clip icon located above the Note text field.
3. Select OK.

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• Fields marked as required for the Complete icon, shown in the previous table, have data entered.
• Combined totals of the amounts entered in the deductible fields are not more than Maximum Deductible entered in Rental Setup.
• Amount entered in the Combined Single Limit is not less than the Minimum Liability entered in Rental Setup.
• The Insurance Type is not Scheduled.

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• All required fields are filled with data.
• Policy The policy expiration date is not expired.

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• Fields marked as required for the Complete icon, shown in the previous table, are missing data.
• Policy expiration date is expired.

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