1. Function description
This module is used to manage vehicle insurance files. Support the new entry, view details, modification, correction, deletion and removal of records such as insurance policy number, insurance company, effective/invalid time, and support one-click export of Excel forms, which is convenient for enterprises to track vehicle insurance status, count premium data and keep offline filing.
2. operating instructions
2.1 add insurance information
Click the "Add" button to pop up the add window. Enter the vehicle insurance information according to the content of the page. Items with a red asterisk (*) on the page are required. Please be sure to complete them. The requirements for filling the specific fields are as follows:
- Plate No.: select the existing vehicle on the platform (required)
- Insurance CO.: Enter the name of the insurance company covered (required)
- Agent: Enter the name of the agent who handles this insurance (required)
- Telephone: Enter the contact number of the agent or insurance company (optional)
- Insurance Type: Enter the specific insurance type (required)
- Policy No.: Enter the unique number on the policy (required)
- Policyholder Name: Enter the name of the policyholder (optional)
- Beneficiary Name: Enter the name of the beneficiary (optional)
- Effective Time: Click the calendar icon on the right to select the effective date of the insurance (required)
- Insurance expiration time: Click the calendar icon on the right to select the expiration date of the insurance (required)
- Days Ahead Of Schedule: Enter how many days in advance to remind the insurance expiration (required, only numbers)
- Price (Yuan): Enter the standard price of the insurance (required, numbers only)
- Discount (%): Enter the discount percentage for this insurance (optional, numbers only)
- Actual price: enter or automatically calculate the actual price paid by the system according to the discount (optional)
- Claim Situation: Fill in the description of historical claims or current claims (optional)
- Remarks: Fill in other information that needs supplementary explanation (optional)
- Certificate of Insurance: Click the button or drag the file to the dashed box. Upload up to 6 files (required). Supported formats: png, jpg, jpeg
💡 Operation tips: after all the information is confirmed, click the "save" button at the bottom to complete the addition; Click the "close" button to abandon the current operation and exit the window.
2.2 view insurance information
Click
operation button, pop-up view window, you can query and browse the history of registered vehicle insurance details.
2.3 modify insurance information
Click
operation button, pop-up editing window, the registered record information update or edit correction.
2.4 delete insurance information
Click
Operation button will pop up the deletion confirmation window to remove invalid or incorrectly entered insurance records, and the data cannot be restored after deletion.
2.5 export insurance information
Click the "Export Excel" button, and the browser will generate a download task to export insurance records to Excel files in batches for offline archiving or data statistics.
