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Learn about Dealerware's Insurance Verification Capabilities

  • Updated

Overview

Dealerware has partnered with Axle to automate and streamline the process of capturing and verifying a customer's insurance information, saving your dealership time while decreasing operational costs.
 
The Axle integration works by sending the customer a Mobile Check-in link via text message. We strongly recommend enabling automatic Mobile Check-in if your dealership has opted in to Insurance Verification. 
 

How It Works

  1. The dealership staff creates a Customer Profile in Dealerware manually, entering the customer's name and phone number, or uses the Mobile Check-in feature.
  2. The dealership staff creates a reservation in Dealerware.
    1. If automatic Mobile Check-in is enabled in Location Settings, a text message with the Mobile Check-in link will be sent to the customer. 
    2. If the setting is not enabled, a dealership employee should manually send the Mobile Check-in text message.
  3. The customer receives the Mobile Check-in text message, inputs personal details, and logs into their insurance carrier portal.
  4. The customer's insurance details, including carrier, policy #, and expiration, along with an image of the policy is added to the Customer Details page in Dealerware.
  5. Notes that indicate that the Axle process was initiated and completed are automatically added to the Notes section of the Customer Details page.

Notes & Best Practices

  • If a policy is inactive or expired, the policy details will not be added to Dealerware and the customer's profile will remain incomplete. Therefore, it's best practice to proactively verify that the insurance was successfully captured and the profile is complete, as you will not receive a notification from Dealerware or Axle.
  • If a policy is active but the plan is missing proper insurance coverage, your dealership should review the details on the image saved to customer profile to ensure the insurance meets your dealership's needs.
  • If a customer is unable to log into their insurance carrier portal during the Mobile Check-in flow, they will be able to upload an image showing proof of insurance. Insurance details collected through image upload are not verified; your dealership should review the details on the image saved to customer profile to ensure the insurance meets your dealership's needs.

Frequently Asked Questions

Q: Can I resend the Mobile Check-in link to the customer if they have not completed the insurance verification process?
A: Yes, you can send the Mobile Check-in link as many times as needed from the customer's profile. 

Q: Does the Mobile Check-in link expire?
A: Yes, the Mobile Check-in link expires after 24 hours. A new link can be sent as needed. 

Q: Does a customer need to add their insurance details every time a contract is created in Dealerware?
A: No, Axle allows a user to save insurance accounts to an Axle account tied to the customer phone number. The user simply has to provide their phone number, approve a one-time SMS passcode, and their saved insurance accounts will appear. 

Opt-in to the Axle Integration

Interested in the Axle integration? Contact Sales@dealerware.com to participate in a demo today!

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