F & I Express/DealerCenter Integration
We're here to help! For additional support on this topic or for more information on how to get started reach out to our Support Team at support@dealercenter.com or call us at 888-669-2669.
F & I Express (FIE) provides a platform that serves as a connection point between aftermarket services providers and platforms like DealerCenter.
In this article:
How Does it Work? - Activation
Rating and Contracting a Product
What is it?
F & I Express (FIE) provides a platform that serves as a connection point between aftermarket services providers and technology providers like DMS and Digital marketing companies.
F & I Express helps to simplify and shorten the integration process and allows dealers to have expanded access to their aftermarket and services providers from their DMS platform. The FIE integration will allow you as a DealerCenter dealer to receive rates and generate contracts from their aftermarket products/service providers from within DealerCenter, saving users the time and effort of logging into multiple sites to receive rates and print contracts for their aftermarket products.
How Does it Work?
Activation
Activating the provider integrations through F&I Express will be done in the Partner Settings tab of Dealer Settings. Begin the activation process by clicking on the Add New Integration button in the Additional Provider Integrations section.
Next, select the providers you are currently active with and select the Next button.
Please note: This service connects dealers to their current providers and does not establish new relationships between dealer and provider.
Enter your account number/ID for the selected providers and select the products you are approved to sell through these providers.
You will then be asked to map the selected providers to one of your existing DealerCenter partners or create a new partner for that provider. This step helps keep your records and reports tidy and prevents duplicate vendor partners from appearing when requesting rates for a product on a deal
To link the selected provider to an existing partner, click on the search icon and find partner to be linked:
You can create a new partner record for the selected provider by clicking the add icon and entering the provider information in the popup window
DealerCenter will validate the status and availability of the providers and products and the confirmed relationships will be displayed in the Additional Provider Integrations listing
Rating and Contracting a Product
You will be able to request rates and print contracts from the Deal Contract tab of the Deal screen from either the Ins/GAP/VSI pop-down or from the Service Contract/Products pop-down.
You will select the product type and the provider for the product they wish to receive a rate
Selecting an integrated provider will enable a Get Quote button. Then you can click on the Get Quote button to begin the rating process
Clicking Get Quote will retrieve and display the different products, terms, and options available from the provider for the current deal. Select and option and click Apply to Deal
The selected product options will be carried over and applied to the deal
If the product is then sold as part of the deal, you can click the Print Contract button to receive the contract for the product with the selected terms
The contract will be displayed for printing
Once the contract is generated, you may be asked to void the current contract number and begin the rating process again if changes are made to the deal terms and/or structure
