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Siebel Automotive Guide > Managing Collections >
Managing Insurance Information
Companies must track the insurance policy associated with the vehicle. Absence of a valid insurance policy triggers activity, often thought the collections organization, to contact the customer and secure proof of insurance, or ultimately to secure insurance of the customer's behalf at the customer's expense. Using the Siebel Automotive application, collection agents keep track of a customer's insurance policy by associating the insurance policy to a financial account. To associate insurance policies with financial accounts
- Navigate to the Financial Accounts screen, then the Financial Accounts List view.
- In the Financial Accounts list, drill down on the Account Number field link you want to view.
- Click the Collection view tab, and then click the Insurance link.
- In the Insurance list, create a new record and complete the necessary fields.
Some of the fields are described in the table that follows.
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Start Date |
Enter the current date and time. |
Expiration Date |
Enter a future date. |
Has Needed Coverage |
Checking this check box indicates that the account has needed coverage. |
Deductible Below Maximum |
Checking this check box indicates that the account deductible is below maximum. |
Number |
Example Potter1213 |
Company Name |
Select the company name of the insurance company for the account. |
To add insurance contact information to financial accounts
- Navigate to the Financial Accounts screen, then the Financial Accounts List view.
- Select the financial account you which you add insurance contact information to.
- In the Financial Accounts form, click New and complete the necessary fields.
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