Insurance override

In some cases, you may wish to override the actual deductible or liability limit that appears on an insurance policy in order to allow the customer to meet the requirements of a contract -- in effect, extending credit to the customer for the difference.

  1. At the Asset Management main menu, select Insurance | Insurance Policies. The Insurance Policies display screen appears.
  2. Right-click on the policy and select Change. The Edit Insurance Policy Details display screen appears.
  3. Right-click on the section and select Change Override. The Edit Override Limit change screen appears.
  4. Type in the Override amount.
  5. Click Enter enter.jpg. You return to the Edit Insurance Policy Details display screen where the override amount appears for the section.

Back to Insurance Policies