Recording that a Customer has Insurance on File
If a customer has an insurance policy that you would like to add to their Customer page, you can take the following steps to get it loaded into Renterra:
Go to the Individual Customer's Page and navigate over to the "Account Information" Section
If you hit the pencil in the corner of that section, you will see a space to add in an Insurance Policy (this is the amount of coverage from the policy, e.g., $100,000) and Insurance Expiry (the date that the policy expires
If you enter these details in, the system will recognize that you have Insurance for that customer and by default, not include the damage waiver on future orders for that customer.
Uploading an Insurance Document on File
While it is not required, it is also encouraged to upload the actual policy into Renterra. To do so, follow the below steps:
Go to the Individual Customer's Page
Go to the three dots icon in the top right and hit the "Settings" button
In the "Documents" section, you can Drag and Drop or Upload a file from your computer into Renterra where it will be stored
Uploading an Insurance document will not automatically denote to the system that Insurance is on file. You need to follow the steps above to record that a customer has insurance on file