# Insurance This section lets you manage all insurance policies linked to the truck. You can track expiration dates, store documents, renew coverage, cancel outdated records, and keep full audit history of all past policies. *** ### What You Can Do * View current and past insurance policies * Add a new insurance policy with expiration date * Renew an existing policy when extended * Cancel a policy and add a reason * Upload one or more insurance documents * Leave internal notes for your team * Edit or delete active or expired records > All actions (Add, Edit, Renew, Cancel) are only available if the truck is active. *** ### Card Types Each insurance entry is shown in one of three states: | State | Description | | -------- | ----------------------------------------- | | Active | Current, unexpired policy | | Expired | Automatically marked when past expiration | | Canceled | Marked manually by user via Cancel option | Expired and canceled entries are collapsed but still viewable. *** ### How to Add Insurance 1. Click the **➕ Add** icon in the Insurance section 2. Fill out the following fields: * Policy Number * Insurer * Value (amount of coverage) * Issue Date * Expiration Date 3. Upload the insurance document (PDF, JPG, etc.) 4. Add a note if needed 5. Click **Save** The new policy will appear at the top and become the active one. If a previous policy exists, it is marked as expired. #### Fields in the Add Insurance Modal
FieldRequiredDescription
Policy Number✅Unique policy ID provided by insurer
Insurer✅Name of the insurance company
Value✅Total insured value for the truck (e.g., $80,000)
Issue Date✅Date the policy started
Expiration Date✅Date the policy ends
Document UploadOptionalPDF, JPG, or scan of the insurance certificate
NoteOptionalInternal comment or special instruction
*** *** ### How to Renew or Cancel * To **Renew**, click the three-dot menu on the latest insurance and choose **Renew**. This opens a modal pre-filled with the last policy data. Update the dates or value, then save. * To **Cancel**, click the same menu and choose **Cancel**. You must select or write a reason. Once canceled, the record is locked. *** ### How to Edit or Delete * **Edit** allows you to fix existing data for active or expired policies. * **Delete** is only allowed for non-canceled entries and fully removes the policy and its attachments. *** ### What the Insurance Card Shows Each entry displays: * Policy number * Insurer * Insured value * Issue and expiration dates * Expiration status bar * Optional note and document * Card tag (Active, Expired, or Canceled) * Three-dot action menu *** ### Expiration Bar Logic * **Gray**: 100–50% of duration remaining * **Yellow**: 50–20% of time left * **Red**: Less than 20% of time remaining * **Expired**: Marked with “X days ago” in red A tooltip shows the full expiration date and remaining time. *** ### Notes You can add internal notes to each policy using a rich text editor (bold, underline, lists, etc.). Use this to record contact names, renewal conditions, or special clauses. *** **Image Placeholder:**\ `![TruckInsuranceCard](../assets/truck-insurance-card.png)`\ \&#xNAN;*Figure: Insurance card in active state with attached document, note, and expiration warning.* --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://rute.gitbook.io/carrier/truck-details/insurance.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.