Insurance Contracts: The Fleet-Wide Overview
Overview
The Versicherung (Insurance) page (/applications/vertraege/versicherung) shows all insurance policies of your fleet across all vehicles: insurer, contract number, switch/expiry date and premium in one table. This lets you quickly answer questions such as "Which vehicles are insured with which insurer?" or "Which policies are due for a switch?".
Where do I find the page?
The overview is not linked in the navigation menu. Open it directly via the URL /applications/vertraege/versicherung (tip: create a bookmark). The insurance data itself is maintained on the vehicle (Fahrzeugakte → Versicherung area) – the overview links there per row.
Columns and operation
| Column | Content |
|---|---|
| Kennzeichen (Plate) | vehicle of the policy (list is sorted by licence plate) |
| Versicherer (Insurer) | insurance company |
| Vertragsnummer (Contract number) | policy/contract number |
| Wechsel / Ablauf (Switch / Expiry) | date on which the policy switches or expires |
| Prämie (Premium) | total premium in your client currency |
- Toolbar: search, CSV export, PDF export; column selection to show/hide columns.
- Filter and sorting: Excel-style column filters, sorting by clicking the column header.
- Page size: default 20 rows, adjustable.
Editing a policy
The pencil icon ("Versicherung bearbeiten" / Edit insurance) in the row opens the Fahrzeugakte (Vehicle file) directly in the Versicherung area – there you maintain the insurer, insurance type, no-claims classes and premiums. The overview itself is read-only.
Frequently asked questions
Why is a vehicle missing? No insurance data has been stored yet for the vehicle in the vehicle file.
How do I keep track of expiring policies? Two ways: the Verträge auslaufend (Expiring contracts) page with a day horizon (article 70) and the Versicherungsvorlauf (Insurance lead time) with an email reminder and body-type filter (article 71).
Can I export the list for the broker? Yes – via the CSV or PDF export in the toolbar.
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