Great American Insurance Integration

Great American Insurance Integration

See the attached document for complete details. 

The attached document outlines the setup and processing of Great American Insurance.

Attached Document - Table of Contents

Administration > Insurance

      1.      Finance Company Level Configuration
      2.      Export Settings (CDT File)
      3.      Import Settings

Administration > Codes and Types – Equipment Type

      1.      Equipment Type
      2.      Insurance Type

Contract Explorer > Insurance Tracking

      1.      Insurance Tab
      2.      Equipment
      3.      Insurance Status updates and information

Tasks > Insurance

      1.      Export (CDT File) 
      2.      Import (BDT file) – Product Roadmap (IDT) 
      3.      Contract Explorer > Billing > Scheduled Billables 

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