A1 Enterprise conducted a software demonstration with one of the oldest tractor companies in the USA. They are one of the largest John Deere dealers in North America. It is a privately owned company with branches in more than seventy locations. Due to the growing number of deals closed, the company is now looking at options in order for them to have a streamlined method of handling their warranty claims.
The company has already a good reputation in handling warranty claims however, they need a warranty claims management system that can handle their operations in terms of handling the claims from start to closing. The company needs a warranty contract module as A1 Tracker has multiple modules in one system.
Fields and Data
Categories can be set and programmed inside the warranty software system. It can also have the type of contract, clients, account name, type of warranty and other fields can be programmed depending on the information gathered by the company. This will also include the dates involved in the contract, manufacturer of the equipment, contract manager, price, and a contract ID number.
The data can also be exported to different formats like excel or pdf. The data can also be filtered and the contact module would provide the different information of a customer which will provide a more granular view of the contacts of the company in relation to the contracts. All information can be edited inside each record. The record can also be linked to the client records. These data have a relationship inside the system.
Asset and Product Module
There is an asset and product module which is a database that can be tied to the warranty claim system. So if there’s a common product that has a warranty, data will be stored in this area and which will link to all claims linked to that product. This will serve as a repository for the company to use.
Costs and Transactions
As to warranty costs, the warranty management software will have the capacity to create fields for premiums, surcharge, registration fees, and other costs that the company wants to track. Transactions such as payments can also be recorded in the same system which is a helpful feature so that claim managers can easily look into the claim and know how much will be charged to that specific claimant.
Reporting
The system can also help the company generate reports. These reports will help claim managers identify which claims are pending actions, which ones are beyond the waiting period, or claims which are closed and authorized. These reports can also be set for a regular period and notifications can be sent on a regular basis.
There’s a dashboard that is focused on reports that involve analytics in terms of the data gathered for a specific period of time. This would include a number of claims, the status of claims, values requested, approved, or rejected claims.
Portal and Landing Page
In addition to the software, there’s also a portal which is a different system that will help the company gather information directly from their customers. This is like a landing page but ultimately it focuses on filling out the claim form, identifying the issue, add files and documents in relation to the claim. All this information will then be recorded to the administrator’s access to the warranty management system.
The portal will help out make the process easier for claims to be processed so as to save time on the part of the claims manager to gather data from the client. So instead of doing email exchange or phone calls, the end-user will be able to just fill out the form and the only contact would then be for clarification or authentication.
In conclusion, A1 Tracker fits the bill in terms of what the company required. They are looking for a system that can help them in terms of managing their claims and also ensuring that the process would now be streamlined. If you are looking for software that can provide multiple solutions for your company, book a demo and see how flexible A1 Tracker is.