Setting up Credit Insurance Information

The Credit Insurance Information window allows you to keep track of credit insurance information sold when processing a deal. You may use up to 4 different credit insurance companies; however, always be sure that you start with Insurance Company #1.

To access the Credit Insurance Information window, click on the Maintenance menu and select Credit Insurance from the pull-down menu.

The software will display the Credit Insurace Information window.

In the top-center of this window, the software will display the listing number of this company. You can move between a total of four (4) credit insurance companies by clicking on the Previous and Next buttons at the top of the window.

Adding or Editing a Credit Insurance Company

First, move to an empty or blank entry in the Credit Insurance Information window by using the Next or Previous buttons.

Enter the credit insurance company name, address, city, state, and ZIP code.

Select the appropriate credit insurance type. To do this, click the down arrow in the Insurance Type box. The software will display a pull-down menu of available insurance types for your credit insurance company. Select the appropriate type, and it will be automatically entered into the Insurance Type box.

Enter the appropriate rates for your selected type of credit insurance.

Click the Save/Exit button to save your changes and close the Credit Insurance Information window.