Articles tagged insurance

When someone other than the customer pays for the work — a rental fleet, a car dealer, a property owner — set them up as a billing account so the job stays on the customer's history and the invoice goes to whoever pays.

How insurance claims go out to Safelite, LYNX and HSG, what each status means, what to do with rejections and short pays, how to match insurer deposits to claims, and how to turn referrals into jobs.

What every number on the Auto Glass Performance dashboard means, how it is worked out, and what to do when one of them moves the wrong way.

A new reservation usually needs paperwork before it's really a reservation — insurance, registration, a signed waiver. This is how you ask for all of it in one email, get it back through the customer portal, and stop cha...

What happens at each step of the guided Auto Glass job — vehicle, NAGS estimate, who pays, approval, parts, scheduling, the install checklist, invoices and payment — and the judgment calls at each one.

A setup plan for a windshield and auto glass business: the job type that turns on the guided workflow, pricing glass and labor, payer agreements, your insurers list and safety settings, plus the NAGS catalog and insuranc...

Insurance certificates lapse. Liability waivers age out. Captain's licenses need renewal. The Expiring Soon dashboard is where you catch all of that before it becomes a problem — with one-click reminders that send the cu...