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AGWS - Send Deals

  • Updated
American Guardian Warranty Services (AGWS) allows the dealership to quote AGWS products from the MotilityAnywhere Deal Desking module, send to AGWS to contract, update the warranty items in the AGWS portal, then update the deal in MotilityAnywhere.

Send Deal from MotilityAnywhere to AGWS

Using the AGWS Portal

AGWS Video Guide

Note: If you are working in a quote, you will be unable to send the information. You will only be able to send deal information to AGWS when you have converted the quote to a deal.

Send Deal from MotilityAnywhere to AGWS

  1. Open the Deal Desking module.
  2. Locate your deal in the list, then double-click over the row to open the deal window.

deal_send_agws.png

  1. Select the Send to AGWS button at the bottom of the deal.

Using the AGWS Portal

  1. Open the AGWS website.
  2. Log into the site with your dealership credentials.
  3. Click on the Toolbar icon in the upper left to open the menu.
  4. Choose the New Quote option from the menu. 

new_quote.png

  1. Enter the Deal # into the Get Deal field.
  2. Click the Get Deal button to pull in the vehicle information. The AGWS VIN decoder will populate the relevant information based on the VIN that is entered.
  3. Click the Get Rates button on the right to proceed to the next step.

get_deal.png

  1. The Vehicle and Deal info will populate on the screen to the top left.
  2. Optionally, you can click the Questionnaire button to answer 2 questions that will help filter the products to be added to the Quote.

questionnaire_new.png

  1. Add products to the menu by using the drag and drop feature.
  2. Right-click to add a products to either Add or Replace to all Columns (Advanced, Platinum, Silver and Basic). 
  3. Once a product has been added from that category, then the new selection will be updated. You can toggle through different product categories with the icons above the products (VSC, LW, KEY, MNT etc.).

add_product_columns_new.png

  1. Click the Red X to remove a product.

remove_product.png

  1. Click the OFAC Check button in the upper right of the main page to make sure the client is not under a government sanction. This will open a new page.

OFAC_check.png

  1. Optionally, you can access the Timeline feature to show all activity on the Quote or Contract.
  2. Click the relevant button to export the timeline to PDF or Excel for future review.
  3. Optionally, you can select the Add Notes button on this window during the process as well. 

timeline_popup.png

  1. Click the Surcharges button to view all of the optional Surcharges for this deal.
  2. Add surcharges by clicking the Optional Surcharges check box(es) and clicking the Save button.  Mandatory Surcharges are greyed out so that you cannot make any changes to them. 

surcharges_new.png

  1. Saving the surcharges will open a confirmation window. The customers name is prepopulated but there may be some information that will need to be filled out.

quote_confirmation.png

  1. When you are finished entering or confirming the information on this screen, click Continue. This will open a preview of the Quote.
  2. Optionally, you may click the Print button to print the quote,
  3. Optionally, you may enter the customer email address and select the Send Email button to send the quote to the customer.
  4. Clicking the Continue button will bring you back to the Quote screen.

quote_preview.png

  1. On the Quote screen, you can click the Disclaimer button to view what was presented to the customer.

disclaimer.png

  1. If the customer wants to make changes during this stage, you can drag and drop these items to move them between sections.
  2. Click the Continue button to print the Disclosure and view the Contract.

disclosure_print.png

  1. From the Contracts screen, you can select the Payment Type.
  2. Click Save & Preview Contracts button to open a preview of the contract in a new window to review.
  3. Select the Create Contracts button to progress to the next screen. Clicking this button will trigger to send the contract information back to MotilityAnywhere. This includes the cost, price, term, mileage, and contract number.

contracts_screen.png

  1. The next screen contains a confirmation of the payment type selected. Click the Acknowledge and Accept button. This will close the payment confirmation and move to the final screen.

contracts_financed.png

The final screen displays a copy of the contract(s) and will allow you to perform several actions.

  1. You may choose the Print Contracts button to print a copy of the contract,
  2. Choose the Disclaimer button to display the disclaimer and be able to print the disclaimer,
  3. Click the Email Contracts button to open a popup. Enter the customer's email address into the popup to send a copy of the contract,
  4. Select the Void Contracts and Go Back button to make changes.
  5. Click the Finish button to complete the contract. This will return you to the New Quote screen.

contracts_final.png

NOTE: Clicking the Create Contracts button in the AGWS portal will trigger to send the contract information back to MotilityAnywhere. This includes the cost, price, term, mileage, and contract number.

AGWS Video Guide

There is a video created by AGWS that shows the steps to open a deal in the dealer's AGWS portal. You can find their video here.

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