NOTE: This video and the following transcript refers to a legacy version of RPM created for Microsoft Dynamics NAV. For current Help Documentation, visit: Help Documentation and navigate to the RPM section.

Rental Process Management (RPM) – Certificate of Insurance Feature

See how our complete enterprise software solution for equipment rental companies helps you with ‘Certificate of Insurance’ requirements and makes your job easier in the process.


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[Begin Transcript:]

Welcome to the demonstration video series for Suite Engine RPM – Enterprise Software for Equipment Companies.

In the equipment rental industry, it is oftentimes necessary that you require your customers to hold a ‘Certificate of Insurance’ to cover your rental equipment in the event of damage or loss. In this demonstration video, I am going to show you how RPM manages the Certificate of Insurance process. On the left-hand side, I’m going to select customers and let’s take a look at this customer, Anderson Energy as an example. On the ‘Actions’ tab at the top, you see to the right here, that we can add or update insurance certificates. Here you’ll notice I can choose the ‘add’ or ‘update insurance certificate’ button and I can pick a scanned copy of a certificate of insurance to attach to that customer record. Once you’ve attached it to the record, you’ll notice that it shows you here, this certificate is on file. It also shows you or allows you, the opportunity to enter in the expiration date.

Now, these fields are filterable, so you can try and find all customers who happen to have certificates of insurance that may be expiring or expired and allow you to take action against that. In addition to capturing the certificate of insurance at the customer level, you can also assign a certificate of insurance at the rental contract level because you may have a rental contract that requires its own insurance outside of a blanket certificate that the customer may have. So, as an example, if I choose that same customer on a rental contract, and I put them on to here, you’ll see that first, it grabs that certificate of insurance from the customer record to show you that they have it on file. But we also provide you with the ability to add another one, if you wish, that is specific to this rental contract.

From this insurance certificate on file box that says “no,” I’m going to click that link and I’m going to select a certificate of insurance to attach to this particular contract. If I want to go ahead and view it, once it says “yes,” I can simply click that ‘yes’ box, choose ‘yes’ and that will open up that certificate of insurance; allowing you to view it, if necessary.

Lastly, you can also capture the end date of that particular insurance and that allows you to filter your rental contracts to find if there’s any that have a certificate of insurance that’s expiring or going to expire in, let’s say, a given month.

[End Transcript]


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