Require Insurance Information (Management setting)

Use this setting to make customer insurance information required to complete the open agreement process, as well as on expedited appointments accessible by customers via TSD DEALER's Expedited Appointments feature.

To meet this requirement, you can fill in the required insurance fields, upload a photo of the insurance card, or both.

This setting is one of three that help manage how insurance information is handled: Require Insurance Information (this setting) Insurance Card Expiration Required, and Require New Insurance Information. None of these settings apply to the Full Insurance Coverage field, which is displayed and always required for some locations depending on your manufacturer.

Note: When the Insurance Card Expiration Required management setting is also turned on, an Expiration Date must be filled in when uploading a photo of the insurance card on an appointment or agreement (web or mobile).