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      How to Submit Insurance Details for a Customer

      This article will walk you through the steps for a dealership user to submit insurance details on behalf of a customer.

      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.
      • When the customer has not yet submitted their insurance details, or the customer insurance details are rejected by the dealership team, the dealership users may submit insurance details on behalf of the customer.

      Pre-requisites

      • Insurance status is currently one of "Unsent", "Pending", or "Submitted".
        • Note:  If insurance status is currently "Approved", the insurance details must first be rejected in order to allow new submissions. 
        • For more information on rejecting customer insurance details, see the How to Reject Customer Insurance Details article.

      Steps to Submit Insurance Details for a Customer

      • Open the delivery card.
      • Click the "Open Link" option in the "Delivery/Insurance" section.
        • The Customer Portal link is copied to the clipboard.
      • Open a new browser tab and paste the Customer Portal link from the clipboard.
        • Since you're already logged-in to Dealer By Design, no further identity verification is required.
      • Submit the customer's insurance details and document(s).
        • Email notification is sent to the delivery finance manager.
      • Return to the delivery card browser tab.
        • Note:  The delivery card will not automatically refresh with the newly submitted customer insurance details.
      • Save, close, and re-open the delivery card.
      • Confirm the newly submitted customer insurance details are displayed in the "Delivery/Insurance" section.
      • Confirm the insurance status is "Submitted".
      • 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.