Deal Desking Insurance

Introduction: How to add an entity’s Insurance information.

This page explains how to:

  1. Add the buyer’s insurance information.

Add the buyer’s insurance information

To add the customer’s insurance information for printing on applicable forms, select the Ins tab.

*After the deal is complete, you can see the insurance information of the entity.   Go to the entity in the CRM, click the Vehicles tab, and in the lower left corner of the unit, click the “Insurance” button.