Tutorials

Add or Edit a Vehicle

Vehicles

The tutorial explains how to add a vehicle to an account and then edit financing or other information.

Generate a COI for Vehicles

Certificates , Vehicles

This tutorial explains the process for adding a Certificate of Insurance from the Vehicles module.

Generate Auto ID Cards and Manage Card Settings

Vehicles

Learn how to generate auto ID cards in the Vehicles module and manage card settings. Additionally, learn about editing reverse-side text using Report Builder.

Generate ID Cards Listing Driver as Insured

Drivers , Vehicles

Learn how to create insurance ID cards that list the driver as the insured, using the Driver to Vehicle linking feature. Create cards for multiple drivers that operate a single vehicle, or for a single driver that operates multiple vehicles.

Transfer or Replace a Vehicle

Vehicles

Learn how to transfer a vehicle to another account or replace one vehicle with another.