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The purpose of the insurance file is two-fold.  Along with giving you the ability to track insurance company information that your customers sometimes must provide to you, or tracking the information of your own insurance companies, this file also is associated with the customer file (see "Insurance Companies" in the Additional Information tab within the Customer File.

 

 

The manner in which you utilize this file should depend mostly on your companies policies and procedures.  You may wish to enter every insurance company for every customer.  You may wish to enter more "generic" company information, like "General Liability" and "Physical Damage Coverage", for example.  By doing so, you will still be able to select descriptive insurance "names" for your customers but will not need to enter much more information in the Insurance File other than the name.  Finally, your company may not track insurance information.  The use of this file is completely optional, and therefor does not NEED to be used.

 

 

Company Number

This is an inaccessible internal number.

 

Name

Enter the name of the insurance company.

 

Contact

Enter any applicable contact name for this insurance company record.

 

Policy #

You may store up to 3 policy numbers associated with this insurance company record.

 

Address

Enter the address, City, State, and Zip code information for this insurance company record.

 

Phone, Fax, and/or Cellular numbers

Enter the applicable phone number, fax number, and/or cell phone number for this insurance company record or associated contact.

 

Email and Website

Enter the email address and website address for this insurance company record as appropriate.

 

Notes

Any notes you wish to record for this insurance company record may be entered in this field

 

Active

If this field is enabled, then selection of this insurance company record will be possible within the customer file.