Insurance Declaration

Overview

If configured, you can generate an Insurance Declaration form with the known details of the vehicle populated in it from the system. This can be provided to the driver to finish entering the required details before sending it on to the Insurer. An Insurance Declaration usually contains vehicle and driver details, details fines incurred, previous accidents and a general overview of the driver's driving history.

Use this document to make the insurance application process easier for drivers taking up an insurance product that you have provided directly in conjunction with an insurer.

Process Pages

To update Insurance Declaration:

  1. Go to Setup / Import or Export Files and Export the current form

  2. Each form has a different set of placeholders, so print the field list to see what's available for this one.

  3. Use these details to create the layout of the document you want, save this file

  4. Go to Setup / Import or Export Files and upload your new form.

Placeholders

Field Name

Description

[table]field

Contract Details

contract_id

reg_no

contract_start

contract_end

term

contract_kms

state

lease_rate_total

The GST inclusive total of the Lease. This value is the "Total Inc. GST" on the Contracts / Lease screen for Period 1 of the lease, but if any Initial Fees exist, these are excluded

budget_residual_gross

The "Residual Inc. GST" from the Contracts/Finance tab.

fin_gross

This shows the "Inclusive" value of the Finance row from the Quotes/Lease tab.

financier_name

"Financier" as listed on the Contracts/Finance tab

redundancy_collected

"Redundancy Collected" as listed on the Contracts / Finance Tab

[fm_contracts]redundancy_collected

depreciable_amount

"Depreciable Amount" as listed on Contracts / Finance Tab. Calculation of Vehicle Purchase price less GST Claimable.

[fm_contracts]depreciable_amount

Vehicle Details

description

manufacturer_name

model_name

variant_name

transmission

vehicle_type

build_date

colour

engine_number

vin

on_road_cost

on_road_cost_net

Total On Road Price (Exc GST) as shown on Quotes / Vehicle Tab

[fm_contracts]on_road_price_net

options_notes

supplier_name

Insurer Details

insurer

insurer_code

Client Details

client_name

client_address1

client_address2

client_area

client_pcode

client_state

Driver Details

given_name

surname

address_1

address_2

area

postcode

home_email

home_phone

mobile

work_phone

fax

gender

date_of_birth

driver_licence

Set-up Notes

  1. Check to see if you can select an 'Office(xlsx)' output in the Contracts / Insurance tab.

  2. If this output is not available, ask Catch-e Support to create the form record for you.

  3. Once this is done, you will be able to see and select an 'Office(xlsx)' output in the Contracts / Insurance tab.

  4. Create the xlsx version of the document you want to use. To get started, download this sample: insurance_declaration.xlsx

  5. Work with your insurance company to create or modify a form that meets their requirements.

  6. Upload the form