Search by Name

Enter the name or partial name of an ancillary product and click the <Search> button to perform a search for ancillary products that match the search parameters.

Include Inactive

Check this field to include inactive ancillary products as well as active ancillary products in your search. After you perform a search, the system displays all the products that match the data in the Ancillary Products list view.

Ancillary Products list view

This list view displays all matching ancillary products from the search performed. You can sort the results in the list by clicking on any of the column headings. If you double-click on a product listed in this list view, the detail information concerning that product appears in the Ancillary Product Detail fields below. You can make any changes to the ancillary product using the  Ancillary Product Detail fields.

The following columns are included in this list view and can be used to sort:

•Name: This column displays the name of the ancillary product. You can use the column heading to sort the names of the products in alphabetical or reverse alphabetical order.

•Description: This column displays a description of the ancillary product. You can use the column heading to sort the descriptions of the products in alphabetical or reverse alphabetical order.

•Active: This column displays whether or not the ancillary product is currently active. If there is a check in this column, the product is active. You can use the column heading to sort the ancillary products into two groups of active and inactive products.

Name

Enter the name of the ancillary product in this field.

Description

Enter a description of the ancillary product in this field.

Provider

Enter the provider of the ancillary product in this field.

Group

Select the group for the ancillary product from this drop-down list.

Type

Select the type of ancillary product from this drop-down list.

Active

Check this field to activate the ancillary product.

Dealer Sold

Check this field if this ancillary product is sold by the dealer.

Coverage Minimum

Enter the minimum amount of coverage required for the ancillary product in this field.

Coverage Maximum

Enter the maximum amount of coverage allowed for the ancillary product in this field.

Coverage Based On

Select what the coverage is based on from this drop-down list.

Coverage Cap

Check this field to place a cap on the coverage.

Premium Minimum

Enter the minimum amount required for the premium in this field.

Premium Maximum

Enter the maximum amount allowed for the premium in this field.

Premium Default

Enter the amount that all premiums for this ancillary product should default to in this field.

Premium Based On

Select what the premium is based on from this drop-down list.

Premium Dealer Can Change

Check this field to allow dealers to change the premium for this ancillary product.

Premium Cap

Check this field to place a cap on the premium.

Term Minimum

Enter the minimum number of months required for the term in this field.

Term Maximum

Enter the maximum number of months allowed for the term in this field.

Term Cap

Check this field to place a cap on the term.

<Search>

Click this button to perform a search for ancillary products that match the search parameters.

<Exceptions>

Click this button to add, edit, or delete exceptions for the ancillary product selected in the Ancillary Products list view.

<Relationships>

Click this button to add, edit, or delete relationships for the ancillary product selected in the Ancillary Products list view.

<Create New>

Click this button to create a new ancillary product.

<Revert Changes>

Click this button to revert any changes that you've made. Note: This does not revert changes that have been saved. If you make changes and click <Save>, you will have to manually go back and revert those changes.

<Save>

Click this button to save all of the changes that you've made.