Setting an Insurance Type

VUE is a permissions-driven system that tailors security access to suit each users needs.  Access to each menu item is managed by an Administrator at your dealership.  See the Help article on  Roles and Permission to learn how.

See the Permissions Reference Guide to understand what permissions to assign.

Sales > Maintenance > Sales > Insurances

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the Insurance.

2. Select an Insurance by clicking on the corresponding line.

Within the Insurance screen:

1. Click the Type dropdown.

2. Select GAP Insurance, Single Accident & Health, Joint Accident & Health, Single Decreasing Credit Life, Joint Decreasing Credit Life, Single Level Credit Life, or Joint Level Credit Life from the dropdown.

3. Click the [Save] button in the Action Ribbon.