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<< Click to Display Table of Contents >> AUL |
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AUL’s integration with Frazer provides a little bit more advanced functionality including the ability to “shop” different products. To get started, navigate to the closest service contract menu (either “Enter Sales” or “10 - Integrations” in system options).
From there, navigate to the “AUL” tab and click “Learn More” to get signed up.
Contact information is available from the “Enter Sales” screen’s service contract menu.
AUL will provide a dealer ID which will need to be saved in the Frazer software before you will be able to use the integration. Once it is set up you will be able to view and apply quotes without leaving the Frazer system.
When working on a deal, simply click on “Service Contracts” and then “AUL” and you will have access to a menu of different products available.
Form here you will be able to work with the customer to select the best possible option and apply it to the deal. Clicking “Review” will provide an opportunity to confirm the selected product and enter the salesperson working with the customer. (If you use the Frazer password system this may be pre-filled.) If everything looks good, click “Generate Contract”. This will push the information to AUL and create a pdf of the appropriate contract for printing.
The only time you will need to leave the Frazer software will be at the end of this process by logging into the AUL portal to finalize and remit the contract to them.