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

1. Navigate to the Financial Accounts, then the Financial Accounts List view.

2. In the Financial Accounts list, drill down on the Account # field link you want to view.

3. Click the Collection view tab, and then click the Insurance link.

4. In the Insurance list, create a new record and complete the necessary fields.

   Some of the fields are described in the table that follows.

   Field	Comments
   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 less than the 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

1. Navigate to the Financial Accounts, then the Financial Accounts List view.

2. Select the financial account you which you add insurance contact information to.

3. In the Financial Accounts form, click New and complete the necessary fields.