Print Insurance Forms

Use this routine to print or re-print the appropriate insurance forms for a selected customer and plan.

When printing insurance forms with an electronic signature, the Insurance Code program must be enabled in Configure Document Signature Capture and the appropriate signature capture hardware must be available. Additionally, the Request Signature field in Extended Receivables Insurance Code Settings must be enabled for the specific insurance code.

Use this field to select a contract associated with the selected revolving plan. If more than one contract is available, use the drop down to select the contract. If only one contact is available, it defaults in this field. If no contract is associated with the selected revolving plan this field is inactive.

Check the box to indicate the type of insurance form you are printing:

Insurance Form - print the insurance acceptance letter
Cancellation Form - print the insurance cancellation letter

The status of the insurance code associated with the customer's plan determines whether one or both of these check boxes is active. The following conditions affect the availability of the check boxes:

If the chosen customer / plan combination has no insurance code associated with it, but you have entered an Insurance code in this print routine, the Cancellation Form check box is the only one active.
If the chosen customer / plan combination has an insurance code associated with it, both the Insurance Form and the Cancellation Form check boxes appear active.
If the chosen customer / plan combination has an insurance code associated with it, but you override the code by entering another Insurance code in this routine, the Cancellation Form check box is the only one active.

Print Insurance Forms

(Print Revolving Insurance Forms)