Insurance Section

Overview

The Insurance Section in fleet master enables users to manage and track all insurance-related details for fleets and employees. This feature ensures proper documentation of insurance policies, payment information, and coverage periods for easy access and streamlined administrative processes.

• Insurance/Company: Users can select or specify the insurance provider or company for each record.
• Policy Number: A unique identifier for each insurance policy.
• Reference Number: Users can enter a reference number to further track or identify the policy.
• Card Number: The card number associated with the insurance policy.
• Amount: The total amount of the insurance policy or premium.
• Paid By: Specifies the payer of the insurance policy, whether it's the company or the employee.
• Start Date: The date on which the insurance policy starts.
• End Date: The date on which the insurance policy expires.
• Is Chargeable?: Indicates whether the insurance cost is chargeable to the fleet or employee.
• File Upload: Users can attach related documents, such as insurance policies or receipts, for further reference.

This section ensures that all insurance records are accurately managed, making it easier to track insurance details for fleets or employees and ensuring compliance with company policies.

Best Practices

• Ensure that each insurance policy is linked to the correct fleet or employee to maintain accurate records.
• Always upload complete and relevant files, such as insurance policies and receipts, to support each record.