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Adding Vehicle Insurance to a Deal

Autosoft -

While building a deal, you can easily add your buyer's vehicle insurance information using the Vehicle Insurance button on the deal's Vehicle page, Desking page, Buyer page, or Trade page. 

Step 1. Open or start a deal. 

Step 2. Click the Vehicle, Desking, Buyer, or Trade button under the Deal Summary Card. The respective page of the deal will open. For simplicity's sake, we're displaying screen shots from the Vehicle page.   

Step 3.  Click the Vehicle Insurance button in the upper-right corner of the page. 

Step 4. The Vehicle Insurance pop-up will open. Select the buyer's Insurance Company and Insurance Agent, as well as the Vehicle Policy information. When you've finished, click Save and Close.

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