As part of the information needed when interacting with Insurance Companies, you can add the Insurance Policy Number for any kind of follow-up during the inspection and sales process.
If you need to have this Control added to your order form click on the next LINK to learn how to do it.
When personalizing the order form, we recommend concentrating all the Insurance Controls (Insurance Company, Insurance Agent, Policy Number, and Policy Holder) in one Tab, which will funnel your navigation.
When setting up the Control, you will see the next options:
1.- This is a preview of how this Control will look like in the Order Form
2.- The Control Dropdown (here is where you select the Control to add to your system)
3.- What you would like to name the Control in your ISN
4.- Short description, which will only be visible to the users with permission to edit Controls
5.- This field is to name the Control in the Order Form
6.- This filed is to define how the control is named in the Online scheduler
7.- You can select also set the character length up to 64 characters
Once you have finished setting up the Control, click on the Add Control button to save it.
You will be sent back to the Order Controls. Now, if you want that Control to be added to the Order Form, make sure that the "Show in Order Form" option in the 6th column is checked in Green:
The Policy Number field will work like a text box control. This is how it will appear on the Order Form:
If you have any questions about this information please let us know! You can reach us by chat, email at email@example.com, or phone at (800) 700-8112.