Insurance information push into CDK
A
Asha Quinn
Please push the Insurance Policy expiration date, Insurance Company and Agent Addresses and phone numbers to CDK when desking a deal
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Shelby Parker
Thanks for posting this, Asha Quinn — really helpful call-out. To make sure we’re aligning on the right workflow, could you clarify a couple things: where is the insurance info being captured today (in DriveCentric on the customer/deal record, or somewhere else), and is it already saved before you desk the deal? When you say “push into CDK when desking,” which specific CDK screen/record should get populated, and for which party (primary buyer, co-buyer, or all drivers)? And lastly, are there scenarios where you
wouldn’t
want us to send insurance details over (cash deals, no insurance yet, multiple policies), or should we always attempt to push whatever’s available?