Service Plan

Our easy-to-use & feature-rich software

Your F&I Service Plan is supported by our team of service
plan specialists to help you increase your penetration and
profitability.

Software for quicker quotes

Your F&I Service Plan provides Dealers with a fast, accurate
and simple system for creating quotes, converting plans and
reconciling with your DMS. Using post code and VRM lookup
as well as access to manufacturer servicing data, Service Plan
quotes are produced in seconds with a quick 1-2-3 process.

Using your customer data, a quote can be raised simply by
picking a customer, confirming their registration number and
entering their annual mileage. Alterations to customer quotes
can be completed with just a few key-strokes and setting a
plan live just needs the addition of bank details.

If your current system is slow and cumbersome or too complicated
for your users to take full advantage of, let us give you a
demonstration of how service plan software should work.

Sales support to increase plan penetration and profitability

Our experienced account management team provide
training and ongoing support. Regular site visits reviewing performance, providing further training where necessary and taking feedback are a key part of this service.
Performance is measured through a suite of tailored ‘pushed’
reports sent to the management team and key personnel on
site to maintain your teams focus on service plan sales and
profitability.

Improvements are delivered through a better understanding
and visibility of your processes to ensure quotes are raised,
presented and converted by your staff. Good processes
combined with focused support deliver better results.

Plus, for the accounts dept

Too many Dealers struggle to reconcile their service plan
funds to their DMS and some software doesn’t really help.
Our reconciliation module allows close management of the
service plan funds, ensuring the finance team has the tools to
properly reconcile revenues from service plans to their DMS.

Dealer Login

You can login into Service Plan by clicking the following link:

Dealer login - click here

Service Club adds loyalty

With our ‘Service Club’ membership benefits we’ve created
a loyalty tool for Dealers’ service plan customers that gives
them the opportunity to save more money than the cost of
their servicing.

It’s a bold statement, but our unique ‘Service Club’ product
gives Dealer’s customers access to a huge range of savings
on home, family and lifestyle purchases. For more details, see
our ‘Service Club’ information.

How does your current Service Plan compare?

While we cannot comment on the software you are currently
using, does your current system tick all the boxes?

Features & Benefit Your F&I Service Plan

  • Variable payments for any periods required
  • Reconciliation control to keep your DMS aligned
  • Invoice controls to ensure accurate reconciliation
  • Our unique ‘Service Club’ loyalty programme
  • Cash flow from future servicing
  • Fully Integrated direct debit and quoting system
  • Fully supported customer data import
  • Post code lookup for new customers
  • VRM number plate look up of vehicle details
  • Manufacturer service data look up from VRM data
  • Service date look up to identify correct services
  • Mileage driven plans to ensure sufficient collection of funds