Insurance - does Renta sell it, and how do I collect proof of insurance?

Renta does not sell insurance, and it does not manage policies or claims. There is no insurance partner, quote, certificate or claim screen. What Renta can do is help you collect your customer's own proof of insurance, keep it with their record, and charge for a protection product that you offer yourself.

Where to find it

• Ask for proof at checkout: Settings → Checkout steps → Client view tab → Checkout Steps → add a File Upload step.
• See what a customer uploaded: Bookings → open the booking → Payments & Documents tab → the Documents card, or Customers → open the customer → Documents tab.
• Offer a protection add-on: Fleet → open an item → Add-ons & Maintenance step → Add-ons card.

How it works

Collecting proof of insurance from the customer 1. Add a File Upload step to your checkout. See Designing your checkout steps. 2. Under What this collects, choose Proof of insurance. 3. Choose Accepted file types: Images only (JPG, PNG, HEIC), Documents (PDF, DOC) or Any file type. 4. Tick Upload required to complete booking if the customer must upload before they can book. Leave it off to make it optional. 5. Publish your changes.

The customer's upload is saved as an insurance document on their record and linked to that booking, and it shows in the booking's Documents card under the customer's uploads.

Adding or viewing insurance yourself On Customers → open a customer → Documents tab, press + Upload document, choose Insurance as the document type, and pick the file. PDF, JPEG, PNG, WebP, HEIC and HEIF files up to 20 MB are accepted. A new upload shows Pending, and View opens it. See Storing a customer's ID and documents.

Offering your own protection plan If you want to charge for something like a damage waiver, make it an add-on. Open the item's Add-ons card, press + Create & attach new add-on, name it (for example "Damage waiver"), set the Price ($) and choose Per booking or Per day, then press Add and save the item. Mark it Required or Optional for each item. See Add-ons on one item.

Example

You rent out trailers and want customers to have their own insurance. You add a File Upload step called "Proof of insurance", set What this collects to Proof of insurance, choose Any file type so customers can send a PDF or a photo, and make it required. Customers cannot finish booking without uploading. At pickup you open the booking's Documents card, check the policy, and hand over the trailer.

Good to know

• Renta stores the file only. It does not read the policy, and it does not keep a policy number or an expiry date. Check those yourself when you open the document.
• No Verified button. Uploads start as Pending and the Documents tab has no button to mark them verified.
• An add-on is a price, not coverage. Renta charges for the add-on you create. Who provides the actual coverage, and what it covers, is between you and your insurer, so check your own policy and write the terms into your rental agreement.