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Editing Credit Insurance Plans

Autosoft -

Once you've added credit insurance plans to the Setup application, you can easily edit those plans as necessary.

Note:  Only users with appropriate permissions can perform this function.

Step 1. Click on the Setup app button in the main navigation bar. The Setup app will open to the Dealership Information page.

Step 2. Click the Sales button from the horizontal button bar running across the top of the screen. The Sales options drop-down menu will open.

Step 3. Select Credit Insurance from the Sales options menu. The Credit Insurance screen will open. 

credit_insurance_search_screen.JPG

Step 4. Click the credit insurance plan that you want to edit from the Credit Insurance Search list. A quick-look card will appear. Click View Plan

Step 5. The plan information will populate the screen. 

Step 6. Make any necessary changes to the plan on its Overview, Life Insurance, and Accidental and Health Insurance pages by clicking the respective buttons below the Coverage Provider Summary Card. 

Step 7. Click Save. The changes will be reflected in any deals to which you add the credit insurance in the future. 

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