GEM-CAR FAQ

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Use the Insurance Module for a Claim or for Windshield/Glass Repair/Replacement

Before you begin, you must:

Add the insurance product to the estimate. Click Yes on the validation question.

Fill in all the details for the claim. Omitting any of the fields may result in a delay or rejection of the request:

  • Policy number - “Police number”,
  • Date of accident
  • Name of insurer
  • Details of the accident
  • Driver's name
  • Driver's license
  • Company authorization
  • Expiration date
  • Complaint number
  • Break position (optional)

Click on Save and Close.

Note: If the claim you are about to create is not for a windshield repair/replacement, uncheck the "Windshield repair" option.

Save it and send the estimate to the insurance company for approval.

 

Other articles on the subject:

Deductible Management and Insurance Invoicing
Create the Insurance Company as a Client 
Replace or Install Glasses with Insurance without the Insurance Module 
Create an Insurance Type Category 
Activating the Insurance Claims Module 

 

Posted  10 months  ago by  Olivier Brunel
#642 163 views Edited  2 weeks  ago

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