How to Manage Vehicle Insurance and Renewals

Overview

Insurance records track each policy, its company, type, status and renewal date so cover never lapses.

Steps

1. Set up insurance companies, categories, types and statuses in Settings.
2. Go to Fleet > Insurance (/admin/fleet/insurances) and add a policy for a vehicle.
3. Record the policy number, start/end dates, premium and status.
4. Track upcoming renewals via the vehicle renewal-reminder report.

Tips

• Set the renewal date accurately so reminders appear before expiry.