Check out this short video or browse the article—whichever works for you!
Ready to add Protection Plans to your orders? Let’s break it down step by step!
During your onboarding process, you will have already been connected to a representative from the protection plan provider you have chosen. You will have already agreed on cost, pricing and term lengths and that information will be pre-loaded for you. If you have not yet gone through this procedure, please reach out to Katie!
Integrations
From your Dashboard, look at the lower-left sidebar and click Integrations.
Toggle on Your Provider
Look for whichever protection plan provider you are working within the list, then select it, and switch it on.
*Heads up: You can only activate one protection plan at a time, so make sure it's the one you need.
Manage
After activating, hit Manage.
Copy API Codes
Copy and paste your Dealer Key and Dealer Number from your Plan account.
Don’t forget to save!
Send Us Your Rep's Contact Info
Next, you will send your plan provider rep's email address to [email protected]. We will load up all of your current terms, costs, and prices for you.
Connected!
Your Protection Plans are now activated and can now be added to your orders. There is no further action required. Since you are fully integrated, any future claims made will be between your customer and the plan provider. They will have access to everything they need directly from the system.
Add It To Your Order
When you're done, navigate to My Quotes.
Find the order with the product you want to protect.
Click the Expand icon to reveal more options.
Hit "+ Protection Plan".
Select the protection plan that best fits your product.
Then, save your changes.
The protection plan charge should now be included in your total.
And just like that, you’re all set! Now you can activate Protection Plans with ease!
