Setting the Primary and Secondary Insured

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 Default Primary Insured dropdown.

2. Select either Prospect or Cobuyer from the dropdown.

3. If applicable, click the Default Secondary Insured dropdown.

4. Select either Prospect or Cobuyer from the dropdown.

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