FinanceConnect | Integrations - AWN

Introduction

AWN is a warranty supplier that dealerships can use to provide warranties on vehicles, either immediately for Used vehicles or from the end of the manufacturers warranty for New and Demo vehicles.

AWN has been integrated into the Finance product to allow BM's the opportunity to process applications for their products without leaving the Finance platform.

Instructions

Working with AWN, we are now able to pre-populate your AWN insurance applications with DMS fed data such as Name, DOB, Drivers Licence, Address and Vehicle details.

Once your customer has selected any products they may be interested in, this data will be populated into the application immediately. This allows you to process your applications faster and get the relevant information about your customers applications easily!

Firstly, select the appropriate Deal Card from the menu. Deal Card’s populate in the Finance tool direct from your DMS, from Finance Score enquiries and CarSales. You can easily identify where the Deal Card has populated from by the logo at the top of the card.

Once you have opened the Deal Card for your customer, on the left-hand side menu you will see an available option for AWN. Click on AWN to begin processing the application through the integrated tool. Click Send Data to AWN to begin the application.

You will see a modal pop up asking you to confirm you are happy to send data to AWN, which you will need to click to continue.

The first screen you will see after sending the data to AWN is the OASYS Home screen. From here, by using the tabs next to the ‘HOME’ tab, you can choose the products that you will be putting through applications for, which are:

• AAE (Auto Protect Elite)
• RAS (Roadside Assistance)
• XEXN (Auto Assure Elite EXS)

Once you have selected the appropriate product by clicking on the tab, click the arrow next to ‘Start’ to begin the application process.

Once you have started the application, the first page you will come to is the Find Your Vehicle screen. With the integration of AWN into our Finance tool, if your DMS, Finance Score or CarSales feed has the vehicle details populated into the Deal Card, this information will come through automatically! If the details have not come through, you need to use the drop-downs to select the vehicle details and then select the applicable variant from the list below. Once populated, click ‘Continue’ to proceed.

Next you will need to fill out the Warranty Selection. Some of the information will populate from the Deal Card, such as Agent, Vehicle Price, Odometer and Vehicle Purchase Date however the rest will need to be selected.

You will need to select:

• Available Warranty
• Is this a complimentary product? If no, then you will need to enter the Warranty Retail Price (Maximum shown below the entry field)
• Financed By (If Installment plan is selected, choose the appropriate installment)
• Cover Commencement Date

Once populated, click ‘Continue’

Next you will need to enter the Motor Vehicle Details. Again, these will automatically populate if the data was populated on the Deal Card. If any of the fields are missing information, enter the applicable details and click ‘Continue’.

Next is the Customer Details page, where the data should be automatically populated from the Deal Card data. Simply enter any missing data in the required fields and click ‘Continue’.

If you have selected either the AAE or XEXN products, your next step will be to select the appropriate Roadside Assistance product if your customer has agreed to it. At the bottom of the page, use the drop-down to select the appropriate Roadside Assistance product and click ‘Continue’.

On this page, review the details that you have populated for the application. Once you are satisfied all the information is correct, click the applicable ‘Complete’ button at the bottom. This will depend on whether the application is for an Installment plan, Financed product or for a Warranty Generation.

Now that you have processed the application, depending on whether it is an Installment plan or not, your actions may differ. For an Installment Plan, you will be sent to a page asking you to enter the customers BSB, Account and Account Name details for the payments. For Warranty Generation, you will be able to print the documents from the next page for the customer to sign.

Now that the final AWN steps in OASYS have been completed, the Warranty information will be automatically populated into the Application on the Products tab.

Also, if you go into the Log, you will be able to see both the Warranty package as part of the deal and the commission details have automatically populated as well!