Customer File Insurance Option :
Insurance options which were setup earlier at System default level or Account level will appear under Customer file >> Billing Details section.
You can select an insurance option from the list which will appear at move pulse customer portal for that file.
CPortal Insurance Screen :
Once the Lump Sum insurance option is selected at the Customer>>Billing, then the Lump Sum insurance will be enabled at MovePulse Customer Portal. If any other option is selected, in that case,'Insurance' tab will not appear on the MovePulse Customer Portal.
Customers can access the 'Insurance' tab on the service order detail list page.
On Clicking on the insurance tab, it would show the list of insurance options.
You can select the insurance option from list. Below selected the lumpsum option.
Click on the 'Edit' button. It will open a form where users can add the items.
Customers can add items here.
Article: You can add the items from the list, also if items you want to add are not available in the list, then you can simply type them.
Description: Additional comment or details you want to provide regarding the article.
Declared Value: Cost of the article
Clicking on 'Save' will save the changes you made whether added new items, deleted/updated existing items and also notify the coordinator that items have been added by the MovePulse user and the form will close. Below popup will appear:
You can review the details added. In case you further want to add more items, you can click on 'Edit' and update the items.
Below is the email notification that would go out to the coordinator when items are saved.
If you want to submit the request, then tick the checkbox and click on 'Submit'.
It will open a below popup
If clicked on 'CANCEL' the submit requested will be cancelled. If clicked on 'OK', the insurance application will get submitted.
Once the request is submitted then the user will not be able to update and edit the items.
Below is the email notification that would go out to the coordinator when an insurance request is submitted.
When you select the Detailed List option, in that case the item list will populate which were taken during survey.
Click on the 'Edit' button. It will open a form where users can update/delete the items which were already listed. Also user can add/update/delete the items in vehicle section.
Clicking on 'Save' will save the changes you made whether added new items, deleted/updated existing items and also notify the coordinator that items have been added by the MovePulse user and the form will close. Below popup will appear:
You can review the details added. In case you further want to add more items, you can click on 'Edit' and update the items.
If you want to submit the request, then tick the checkbox and click on 'Submit'.
It will open a below popup
If clicked on 'CANCEL' the submit requested will be cancelled. If clicked on 'OK', the insurance application will get submitted.
If you wish not to choose the insurance, in that case you can select the No Insurance option and Submit the request.
