Adding Vehicles or Drivers to Policies

End users can add vehicles or drivers to existing policies.

To add a vehicle or driver to a policy

  1. Navigate to the Auto Policies screen.

  2. In the Policies/Quotes list, drill down on the desired policy.

  3. Click the Quick Quote view tab.

  4. To add a driver, scroll down to the Drivers list, add a record, and complete the necessary fields.

  5. To add a vehicle, scroll down to the Vehicles list, add a record, and complete the necessary fields.