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      How to Approve Customer Insurance Details

      This article will walk you through the steps for a dealership user to approve customer insurance details.

      Overview

      • The Customer Portal allows customers to provide their insurance details online prior to vehicle delivery.
      • Once insurance details are submitted by the customer, the dealership team is notified to confirm insurance details.

      Pre-requisites

      • Insurance status is currently "Submitted".

      Steps to Approve Customer Insurance Details

      • Open the delivery card.
      • Confirm the "Insurance Confirmation" dynamic task has already been created in the specified delivery task list.
      • Review the customer's insurance details in the "Delivery/Insurance" section.
      • Once insurance details review is complete and approval is confirmed:
        • Check the "Insurance Confirmation" dynamic task checkbox.
      • Click the "Save" button:
        • Task completion is logged in the delivery history.
        • "Submitted" insurance status is replaced with "Approved" status.