Add or Edit Insurance Information

You can add or edit vehicle insurance information in the deal. From here, you can add a new insurance company or insurance agent by choosing Add New in the field. To get an insurance quote or add new insurance, see Get Insurance for a Customer through FetchAQuote.

1. From the Deal page, click the Insurance tab.

The Vehicle Insurance section appears.

2. Complete field information, and click the Save icon .

To add a new company or agent

The process for adding a new company and agent are the same. For example purposes, the following steps are for adding a new company.

1. From the Insurance Company drop-down list, choose Add New.

The Insurance Company Channels pop-up window opens.

2. Type the Channel Name or a partial name, and click Continue.

Any matches appear, as well as the Add icon .

3. Click the Add icon.

New fields appear.

4. Complete the fields, and click Save.

You return to the Insurance tab.