Bailment Dealer Details - Insurance Policies Tab

Bailment Dealer Details - Insurance Policies Tab

Purpose

Insurance Details are maintained to verify that the Bailment Dealer has sufficient insurance cover for the assets on bailment

Annually, Insurance Reminder Letters may be run asking the Bailment Dealer to provide details of Insurance Policy Renewals or Replacement Policies

Access

  1. Bailment Dealer Details | Insurance Policies tab

Dialog Details

The initial presentation is a list of Insurance Policies


Details Specific Buttons

[Button]Explanation

The following dialog will display:



Field
Explanation
Reference
Policy reference number
Description
Description of the type of insurance policy
Insurer Client
[F2] to  the insurance company client who the policy has been written with
Start Date
Date the policy is effective from
Expiry Date
Automatically populates with the start date plus one year

May be changed
Cover Amount
Cover amount of the insurance policy
Notes
User notes can be entered for any notable details about the policy, such as excess, exclusions etc

Provides access to the above dialog for amendment of policy details

The following dialog will display:


Click Ok to delete the policy


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