How to Reject Customer Insurance Details

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

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.

Open the delivery card.
Confirm the insurance status is currently "Submitted".
Review the customer's insurance details in the "Delivery/Insurance" section.
Once insurance details review is complete and rejection is confirmed:
- Confirm the "Insurance Confirmation" dynamic task checkbox remains unchecked.
- Add a new note describing the reason for insurance details rejection.
Click the "Save" button:
- New note is logged in the delivery history.
- Insurance status remains "Submitted".
To submit insurance details on behalf of the customer, see the How to Submit Insurance Details for a Customer article.

Open the delivery card.
Confirm the insurance status is currently "Approved".
Review the customer's insurance details in the "Delivery/Insurance" section.
Once insurance details review is complete and rejection is confirmed:
- Uncheck the "Insurance Confirmation" dynamic task checkbox.
- Add a new note describing the reason for insurance details rejection.
Click the "Save" button:
- Task uncomplete is logged in the delivery history.
- New note is logged in the delivery history.
- "Approved" insurance status is replaced with "Submitted" status.
To submit insurance details on behalf of the customer, see the How to Submit Insurance Details for a Customer article.