Overview
If your company provides insurance hires, then you may need to record additional information against your bookings. As such, RCM now allows you to mark companies as making Insurance Hires, and record details about the accident and your client's vehicle, as well as repair and third-party information, for these bookings.
Setting up an Insurance company
To setup an Insurance Company, go to System Setup >> Company Info.
When you either add a new company or edit an existing one, it opens the page shown below. At the bottom of this page, there is a field labelled "Insurance Hires", which by default will be set to "No". By changing this to "Yes", you can mark this as a company that does Insurance hires.
Booking Module
If you have the Branding function turned on within your RCM system, on the Booking Details tab of the booking form, you are able to select which brand is against the booking. If this brand is set up as doing Insurance Hires, then the Insurance tab indicated below will appear at the top of the page.
If you do not have the Branding function turned on in your RCM system, then the Insurance tab will appear if you have the Insurance Hires flag set to Yes for your company record in RCM.
The Insurance tab will display four collapsible sections, which contain information about the
- Accident
- Client Vehicle
- Repair
- Third Party
For more information of this please see the article
Insurance Tab.