GEM-CAR FAQ

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Use the Insurance Module for a Claim or for Windshield/Glass Repair/Replacement

Before you begin, you must:

Go to In the menu located at the top right, click on your Username > Managing your Account.

Click on the Add-Ons tab.

Select Activate Insurance Claims Add-On (monthly).

Click on Save.

Add the insurance product to the estimate. Click Yes on the validation question.

Fill in all the details for the claim. Omitting any of the fields may result in a delay or rejection of the request:

  • Policy number - “Police number”,
  • Date of accident
  • Name of insurer
  • Details of the accident
  • Driver's name
  • Driver's license
  • Company authorization
  • Expiration date
  • Complaint number
  • Break position (optional)

Click on Save and Close.

Note: If the claim you are about to create is not for a windshield repair/replacement, uncheck the "Windshield repair" option.

Save it and send the estimate to the insurance company for approval.

 

Other articles on the subject:

Deductible Management and Insurance Invoicing
Create the Insurance Company as a Client 
Replace or Install Glasses with Insurance without the Insurance Module 
Create an Insurance Type Category 
Activating the Insurance Claims Module 

 

Posted  1 year  ago by  Olivier Brunel
#642 219 views Edited  4 days  ago

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