Zip Vehicle Liability Card

In order to issue a Vehicle Liability Card for an insured, you must first create a Vehicle Liability Card template. Once that has been verified, continue with the steps below.

1. Locate the desired account.

   Click the dropdown arrow next to the Locate button to access a recently opened account. To search for accounts:

   1. Click the Locate button.
   2. Enter the desired Search criteria:
      1. In the Client Name or Client Code field, optionally enter at least one character.
      2. Optionally narrow results by Line of Business, Status, or Type.
   3. Click Find. A list of matching accounts displays below. Click an account to view its detail.
2. In the navigation panel, click Proofs > Zip Vehicle Liability Card.
3. A list of Vehicle Liability Card templates per policy for the insured displays.
   
   Note: Expired templates are shown in red and marked with a single asterisk in the far left column, while templates that include expired policies are shown in red and marked with a double asterisk.
4. Select the desired template in the list. To search for templates:
1. Click the Search link to expand the Search frame.
2. Enter a portion of the Description or Policy Number for the item you wish to locate.
3. Optionally narrow the result by Effective Date, Expiration Date, LOB, Insured, Last Updated, or Status.
4. Click Find. To remove a filter that has been applied to the list, click Clear Filter.

To add a new template, click the Add button or click Edit if any changes to the selected template are needed.  

1. Once all information is accurate, click the Save button.

5. Click the Zip Vehicle Liability Card button. To search for vehicles:
1. Click the Search link to expand the Search frame.
2. Enter a portion of the Description or Policy Number for the item you wish to locate.
3. Optionally narrow the result by Effective Date, Expiration Date, LOB, Insured, Last updated, or Status.
4. Click Find. To remove a filter that has been applied to the list, click Clear Filter.
5. If the vehicle is not listed, click the Add button.
6. Enter the desired information. Fields outlined in red are required.
7. Click Save to save your changes.
   Note: Vehicles previously issued using this template will have the Attach checkbox selected. To disassociate a vehicle, deselect the Attach checkbox next to each vehicle.
6. To issue the Vehicle Liability Cards individually:
1. click the Arrow button next to the appropriate vehicle.

To issue Vehicle Liability Cards in a batch:

1. Click the dropdown menu above the Vehicles list and choose to Issue All, Issue None, Attach All, or Attach None for the vehicles listed to issue.
2. Click the Continue button.
3. If a vehicle needs to be added, click Add.
1. On the Vehicle – Quick Add screen, enter the desired information. Fields outlined in red are required.
2. In the Fleet Details section, check the Fleet checkbox if this is a Fleet vehicle being added. Click the Select Text link to choose from a list or enter the text manually.
3. Enter information in the State Requirements section if the state in which the Vehicle Liability Card is being issued for has specific state requirements. 
4. Once all information has been entered, click Save.

Vehicles previously issued using this template will have the Attach checkbox checked. To disassociate a vehicle, uncheck the Attach checkbox next to each vehicle.

7. Whether issuing an individual card or a batch, a Confirmation page displays.
1. To view the card prior to issuance, click the Preview button.
2. Click the Edit button to make any changes.
8. Click the Issue button or the Issue and Deliver button, depending on whether you want to issue the cards with or without distributing them. Click the Back button to return to the Vehicles list. 
• If you click Issue, you are brought into the Zip Vehicle Liability Card Cards workflow.
• If you click Issue and Deliver, the email and fax information located on the vehicle is used for the distribution.
• A Delivery Information page displays indicating who the Vehicle Liability Cards were sent to and the results of the delivery.
• Vehicle Liability Cards delivered by email contain a PDF attachment that can be opened in a PDF viewer, and a PKPASS attachment that can be double clicked to add the ID to a wallet app.