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What you will accomplish

You will enter and update insurance and registration details on a car record so anyone on your team can answer customer and insurer questions from one screen. Storage and service facilities often need this information for:
  • Proof of coverage before accepting a vehicle
  • Annual inspections or registration renewals
  • Lien holder notifications when a financed car is stored or sold
Expected outcome: The car record shows insurance company, policy dates, plate/registration expirations, and lien holder contact info in Vehicle Details.

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When to use this guide

  • A vehicle arrives for storage and the customer hands you an insurance card.
  • Your insurer or lawyer asks for policy numbers or expiration dates.
  • Registration or plate stickers are due soon and you want the date on the record.
  • The car has a loan and you need the lien holder name on file.
Why dates matterWhen expiration dates are on the record, your team can spot renewals during routine check-ins instead of discovering an expired policy during an emergency.

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Before you start

  • Open the correct car from Cars.
  • Have the customer’s insurance card, registration paperwork, or lien paperwork nearby (paper or photo on your phone).
  • Know your facility’s rule: some teams require insurance on file before the first day of storage.

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Enter insurance details

Insurance fields live in the Insurance block inside Vehicle Details.
1

Open the car record

From Cars, click View on the vehicle.Expected result: You see the year, make, and model banner at the top.
2

Scroll to Insurance

In Vehicle Details on the left, scroll until you see the heading Insurance.Expected result: You see empty fields or existing values for company, policy number, holder name, and expiration.
3

Fill in Insurance Company

Click Insurance Company and type the name from the insurance card (for example Hagerty Collector Car Insurance or State Farm).Click away or press Tab to save. A brief “saved” indicator may appear on the field.Why this matters: The company name is what staff search for when a customer says “It’s through Hagerty.”
4

Add Policy Number and Policy Holder

Enter Policy Number exactly as printed on the card.Enter Policy Holder as the name on the policy (often the customer, sometimes a spouse or business).Expected result: Both values stay on the record after you click away from each field.
5

Set Policy Expires

Click Policy Expires and choose the expiration date from the calendar picker.Use the date on the insurance card—not today’s date.Expected result: The formatted date appears in the field (your facility’s date format may show as MM/DD/YYYY or DD/MM/YYYY).
6

Review Declared Value when needed

In the same Insurance section you may see Declared Value. This is the dollar amount your facility uses for insurance conversations.Enter the value the customer declared, or the amount your team agreed to store. This is separate from marketplace asking price.Expected result: Declared value saves on the record and may appear next to market data if your facility uses Classic.com charts. See View and edit vehicle details.
Insurance section on a car record showing Hagerty company, policy number, policy holder, expiration date, and declared value of $245,000
The Insurance block stores policy details and declared value. Click any field to edit. Changes save when you leave the field.

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Enter registration and lien holder details

Below Insurance, find the Registration block. Field labels may vary slightly by country (for example Registration vs Rego), but the idea is the same: track plate and registration expirations.
1

Scroll to Registration

Continue down Vehicle Details to the Registration heading.Expected result: You see date fields for plate and registration expirations, plus Lien Holder fields when the car is financed.
2

Set Plate Expires and Registration Expires

Enter the dates from the customer’s registration paperwork or plate stickers.
  • Plate Expires — when the license plate tab or sticker expires.
  • Registration Expires — when the vehicle registration itself expires (wording may match your region).
If your region uses a separate inspection date, fill in Inspection Expires when that field appears.Why this matters: Front desk staff can remind VIP customers before a registration lapse affects storage insurance.
3

Add lien holder information when the car is financed

If a bank or finance company holds the title, scroll to Lien Holder inside the same block.Fill in:
  • Lien Holder Name (for example Chase Auto Finance)
  • Lien Holder Phone
  • Lien Holder Address
Expected result: Your team can contact the lender without digging through email when a stored car is sold or released.
Registration section showing plate expiration, registration expiration, inspection date, and empty lien holder fields
Registration holds plate, registration, and inspection dates. Add Lien Holder details only when a lender is on the title.

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Use insurance status on the Cars list

When expiration dates are filled in, the Cars list can surface vehicles that need attention.
1

Open Filters & settings

Go to Cars and click Filters & settings near the search bar.
2

Choose an Insurance filter

In the panel, find the row labeled Insurance. The buttons are:
  • All — every car, no insurance filter
  • Active — a policy expiration date is on file and it has not passed
  • Expired — the policy expiration date is in the past
  • None — no insurance expiration date is saved
Click Expired to find cars that need a renewal conversation today.Expected result: The list updates right away. You do not click Apply.
3

Clear the filter when you are done

Click All on the Insurance row, or click Clear next to Filters & settings.Expected result: The full vehicle list returns.For more list tips, see Find and filter cars.
Filters and settings panel on the Cars page with Insurance set to Expired and the Aston Martin DB9 remaining in the list
On the Cars list, open Filters & settings and set Insurance to Active, Expired, or None. The list updates as soon as you click.

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Upload proof documents when you have files

Insurance cards and registration slips are often uploads, not signed contracts.
  • On the car record, open Add → Upload document (requires a linked customer).
  • Choose the document type your facility uses for insurance or registration scans.
  • Ask the customer to upload through the portal when you use Help customers upload documents in the portal.
Typed fields in this guide are for quick answers; uploaded PDFs and photos are the official files.

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Common mistakes to avoid

Do not guess expiration datesIf the customer cannot find their card, leave the date blank and add an internal note on the record. A wrong date is worse than a blank field because your team may assume coverage is valid.
Update after every renewalWhen a customer renews insurance or registration, update the car record during the same phone call. Future you will thank present you.

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Troubleshooting

I cannot edit insurance fieldsYour role may be view-only on car records. Ask a team admin to adjust permissions in Settings > Team, or ask a colleague with edit access to enter the details.
Dates look wrong by one dayDates follow your facility time zone in Settings > General. If a date seems off by one day, confirm the facility time zone with an admin.

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What to do next