DEALER ON-BOARDING

Selling is easy as 1..2..3.. here is how!

1. Conduct the Information Meeting

   Host a introduction meeting to outline the value of offering protection plans, provide an overview of available coverages to fit the contractor’s specific business mix, and outline what it would look like to be a dealer (sell, buy, claim). You pick the pricing for the customer based on the margin you wish to achieve or a competitive price for what the contractor is currently using for warranty coverages. Finish the meeting by helping complete or sharing what they need to do to sign-up now for free. Before you leave request a meeting for step 2 setup and confirmation (virtual or in person).

   After the meeting you can log prospect calls here so the coolCARE support team can enroll your customer under your company business profile when completed. By you logging the prospect name and pricing library it will ensure that we can be ready for the enrollment and setup pricing accurately.

2. Dealer Setup Training & Coverage Confirmation

   Once the contractor completes the dealer agreement enrollment, the pricing, billing account, and portal credentials are finalized on the coolcare dealer portal. The new dealer receives a welcome email containing how to use the site and their unique account number. We finish the welcome email with an invite for portal demonstration and available marketing options for offering.

   From here you can help determine if marketing tools are needed and confirm which coverages they plan to offer and use for reimbursement. Finish the meeting by recapping the selection of coverages/sale price, who will be ordering, and when they plan on implementing. See if there is going to be a training session with the sales/office team to go over the plan to include or offer coverages and ask to attend. You can offer to coordinate a coolCARE product specialist to attend if needed but likely it would be more beneficial in a follow-up session at a later date. Schedule the training launch date.

3. Kick-Off Meeting

   Launch meeting welcoming all team members of the company (SALES | TECHNICIANS | ADMINISTRATION) to the coolCARE Program. This meeting will educate each department the coverages being offered, value it provides their business, timing of the registration, offering window, coverage start date, and claim requirements. Its ok not to have all the answers to the questions you’ll be asked in this meeting, just to let them know you’ll get back to them asap in regard to questions you aren’t certain of. This is vital to a quick implementation period and overall success. Finish the meeting with a request for a follow update meeting to confirm how things are going and to answer any more questions that they might have missed in today’s meeting. Perhaps if you don’t have a coolCARE product specialist in the kickoff meeting, you bring them back to the check-in so they can confirm everyone knows the plan.