In the sale agreement go to the Vehicles tab and click on Vehicle Insurance > Select
Select the Protecta MVI Insurance product > click OK
You will be asked to retrieve a quote from Protecta > Click Yes to proceed
Fill out the customer and vehicle details required to retrieve a MVI quote > click Submit Request
Note: If you have missed any required fields, you will get a Fault Exception message. Click OK and fill out the field(s) that you have missed.
Choose either Third Party Only or Full Cover insurance (if you choose Full Cover there will be more options to choose from).
Select the Payment Method (Invoice to dealer or Direct Debit), you will get a Final Premium amount at the bottom > Click OK to confirm
- A 'Quote obtained successfully' message will appear > Click OK to confirm.
- The premium amount should now be displaying in the sale price field
- Submit the MVI policy using the sale Workflow