How to View a Customers Policy

• 1. Locate the Customer using the  icon. You can search by Contract number, Finance Account Number, 

•      First and Last Name or VIN 

• 2. Click the hyperlinked Customer’s Name 

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 3. You can view a Customer’s Policy multiple ways 

1. a. Next to “Coverage”, click the hyperlink > Click View Terms Document

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2. b. Click the Attachments Tab > Click the icon and a new window will open with the Terms and

3.   Conditions 

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