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Automate collection
of the proof of coverage

Customer Hub: Insurance extends Delivery Hub with a seamless process for sharing lienholder info and collecting proof of coverage—before the keys are handed over.
Customer Hub Insurance Hub

Eliminate Manual Follow-Ups

No more chasing customers for insurance details or lienholder confirmations. Automate the outreach process and tracking, saving your team hours of admin time and reducing costly delays.

Ensure Coverage Every Time

Verify insurance with the correct lienholder before delivery. Avoid exposure and protect both your dealership and your lender.

Faster Funding, Happier Customers

Collecting the right insurance documentation quickly accelerates funding timelines. With guided reminders and smart workflows, customers know exactly what’s needed and how to provide it.

Automated Customer Outreach
Automated Customer Outreach

Send customized requests for insurance documents and lienholder updates without lifting a finger. Set it once—Customer Hub handles the rest with reminders and tracking.

Lienholder Information
Configurable Lienholders

Automatically insert the correct lienholder into your communications based on the lender and deal info, reducing manual errors and rework.

Real Time Status Tracking
Real-Time Status Tracking

See which customers have responded, who still needs a nudge, and which deliveries are at risk—right from your dashboard.

Document Upload
Secure Document Upload

Customers can securely upload proof of coverage from any device. No email attachments, no faxes—just quick, clean compliance.

Extension to Delivery Hub
Built to Extend Delivery Hub

Customer Hub plugs directly into your existing Delivery Hub workflow, adding insurance collection as a seamless step in your vehicle delivery process—no extra systems, no extra hassle.

How Customer Hub Works

STEP 1

STEP 2

STEP 3

STEP 4

STEP 5

Schedule Delivery

Your team schedules the delivery in Delivery Hub and selects the appropriate lienholder for the deal.

 

Select Lienholder

Customer is Notified

Customer Hub sends a notification via text or email, including the lienholder info. You can also configure automatic follow-ups.

Text or email

Customer Purchases Coverage

The customer uses the lienholder details to confirm insurance coverage with their provider.

 

Insurance Confirmation

Customer Uploads Confirmation

The customer uploads their proof of insurance through a secure, mobile-friendly interface—no back-and-forth needed.

Coverage Confirmation

Task Completed & Docs Ready

The insurance task is marked complete in Delivery Hub, and all documentation is stored for easy access and review.

 

Task Completed in Delivery Hub

Turn Insurance Into a Non-Issue

Find out how dealerships are cutting delays and protecting deals by adding Customer Hub to their delivery process.

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