Insurance Contract Creation
- Lango: Language and translation manager
- Tomas Nagy
- Lucie Sovova
Add Insurance Wizard
Insurance contracts that are part of the financing instalments need to be created from the financed object using the wizard. Insurance Contract Creation Wizard uses the default settings from the financing product or financing template – the Insurance tab (for a detailed description, see Financing Products and Services Pricelists ). Settings taken from the product/template are default – the user can also create insurance that is not defined on the product/template.
More about the creation of insurance contracts in the document Contract Without Services Contract With Services
Insurance Contract List
The list of insurance contracts can be displayed:
From the Rolcentrum menu Insurance via the option Insurance Contracts
From a financing contract through Elements/Insurance contracts
From the financed object through Elements/Insurance contracts
By searching for an overview of insurance contracts through a magnifying glass.
An overview of all insurance contracts opens by clicking on Insurance contracts in the role center