Insurance Inspections

Insurance inspections of financed objects can be recorded in the list of inspections, which can be viewed from The Role of the Insurance Center via the option Insurance Inspections.

The Insurance Inspection List opens

• Warning

  • Marks the system Yes In the event that Execution Date To < as the current date and status is Unperformed

  • Default setting No is for inspections that have a date To > as current date

  • Execution Date until is calculated according to the setting on Insurance Framework Agreement Typefield Number of days to carry out the inspection

Automatic evidence of Insurance Inspection

The insurance inspection card is created automatically when financing contracts are activated and insurance contracts are activated at the same time.

Conditions for creating an automatic inspection - the contract is for:

• Used Object or Individual Import

  • Financed Object Cardbookmark Acquisition:

    • Used Financed Object = Yes, or

    • Individual Import = Yes

• on the insurance company's product is Mandatory inspection

  • Insurance Company Product Card

    • Mandatory Inspection and Photo Documentation = Yes

• Framework Agreement Types, Entered Time Formula in Fields:

  • Inspection Period

  • Inspection Reminder Period

• Start of Insurance is equal to Object Handover Date (only with the first insurance policy).

Manual evidence of Insurance Inspection

For insurance contracts created after the contract has been activated, the user creates an insurance inspection record manually.

When writing manually, enters:

• Financing Contrat No.

• Insurance Contract No.

  • The system will offer only insurance contracts filtered to the specified financing contract number with Product Base Type = Property

Insurance Inspection Card

Description of decisive fields:

• Status

  • The initial status when creating an insurance inspection is Unperformed

• Invitation Date

  • User can fill in manually or run a report Invitation salesperson by status inspection. The system then completes based on the parameters of the report Merchant Invitation Date and the user can send the report to the salesperson, e.g. by email

• Perform to Date

  •  It is used for reminders of undelivered inspections

  • Complements the system as Insurance Contract Starting Date + Number of days to carry out the inspection according to Insurance Framework Agreement Type

• Warning Date

  • After filling in Merchant Challenge Data, the system calculates as Invitation Date + Number of Days for Inspection Reminder according to Insurance Framework Agreement Type

• Performed Date

  • The user fills in the actual date of the inspection.

Invitation salespeson by status inspection report

If the user creates a record of the inspection over the insurance contracts, he has the option to generate a report with a list of unperformed insurance inspections for individual traders.

The report can be run from The Role of the Insurance Center via the option Reports / Invitation salesperson by status

After confirming the selection, the system displays a dialog box where the user can specify the selection filters:

Open

If the user enters the Write inspection prompt date check box, the task will be written to the inspection card.

Based on the filters, the task generates a list of registered insurance inspections in status = Not executed.

Open

The created report must be sent to the relevant merchant