Entering Driver’s License and Insurance Information

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Entering Driver’s License and Insurance Information

Created by Russ Hartle, Modified on Fri, 20 Jun, 2025 at 2:21 PM by Russ Hartle

1. Click the DL Info tab.

2. Select the State (A) from the drop down list, enter the License Number (B), and select the Expiration date ( C ).

!Did You Know?
Classes, Restrictions, and Endorsement can be entered by clicking on the blue word for each entry. Not all states will have available information under these fields.

3. Select an Insurance Agency from the drop down list (A), enter the Policy Number (B), select the Period Begin Date ( C ), and the Period End Date (D) for the policy.

4. Save the changes to the person by clicking the “Save” button at the top of the Person Management window.

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