Use the form below to submit an article request or log a Service Request to contact RMS Customer Support.




    RMS Insurance Quote Acceptance

    Enable insurance from a quote using the RMS Insurance Dashboard in RMS.

    Decision Tree

    RMS Insurance Quotes can be confirmed to enable insurance using the RMS Insurance Dashboard.

    • Information
    • Use
    • Add Button

    Information

    RMS Insurance Quotes can be confirmed to enable insurance using the RMS Insurance Dashboard.

    RMS Insurance is a module available for Holiday Parks to sell and manage insurance policies for long term residents and annuals.

    The RMS Insurance Dashboard simplifies policy management with a policy toggle for each long term resident.

    Insurance certificates are automatically stored in RMS and include an invoice with payment instructions.

    First time policy holders are given 60 days complimentary cover before payment is due. If payment is not made within 60 days the policy is automatically cancelled.

    The Long Term Reservation must be in 'Arrived' status before an Insurance Quote can be generated.

    Generated Insurance Quotes are valid for 60 days before automatically expiring.



    Category, Guest, Reservation and Sundry are default System Labels that can be customised.



    Users will require Security Profile access to use this feature.



    • Use
    • Add Button

    Use

    1. Go to Utilities > RMS Cover in RMS.
    2. Select the 'Quote' Filter.
    3. Select the checkbox for a Reservation.
    4. Select the 'Enable Insurance' icon.
    5. Select 'Confirm'.



    Confirming the Insurance Quote will create the Insurance Premium charge on the Reservation Account.

    If payment is not made within 60 days the policy will be automatically cancelled.



    • Guide
    • Add Button

    Guide

    Go to Utilities > RMS Cover in RMS.

    Select the 'Quote' Filter.

    Select the checkbox for a Reservation.

    Select the  'Enable Insurance' icon.

    Select 'Confirm'.

    Confirming the Insurance Quote will create the Insurance Premium charge on the Reservation Account.

    If payment is not made within 60 days the policy will be automatically cancelled.



    Use

    1. Go to Utilities > RMS Cover in RMS.
    2. Select the 'Quote' Filter.
    3. Select the checkbox for a Reservation.
    4. Select the 'Enable Insurance' icon.
    5. Select 'Confirm'.



    Confirming the Insurance Quote will create the Insurance Premium charge on the Reservation Account.

    If payment is not made within 60 days the policy will be automatically cancelled.



    • Guide
    • Add Button

    Guide

    Go to Utilities > RMS Cover in RMS.

    Select the 'Quote' Filter.

    Select the checkbox for a Reservation.

    Select the  'Enable Insurance' icon.

    Select 'Confirm'.

    Confirming the Insurance Quote will create the Insurance Premium charge on the Reservation Account.

    If payment is not made within 60 days the policy will be automatically cancelled.



    Was this article helpful?

    Send Feedback

    Can’t find what you’re looking for?

    Submit an article request or log a Service Request to contact RMS Customer Support.

    Article Request