ias connect 3.0eias connect | user’s guide page 3 of 27 navigating ias connect each general area...

TABLEOFCONTENTS

ABOUTIASCONNECT......................................................................................................................................2ACCESSINGIASCONNECT..........................................................................................................................................2FUNCTIONALITYINIASCONNECT.............................................................................................................................2NAVIGATINGIASCONNECT.......................................................................................................................................3IASCONNECTVIDEOLIBRARY...................................................................................................................................3GETTINGADDITIONALHELP......................................................................................................................................3

CONTRACTLOOKUP........................................................................................................................................5PERFORMINGADDITIONALACTIONSWITHLOCATEDCONTRACTS..........................................................................6

CLAIMS............................................................................................................................................................8LOOKINGUPACLAIM...............................................................................................................................................8VIEWINGCLAIMDETAILS........................................................................................................................................10UPLOADINGCLAIMPHOTOS...................................................................................................................................10CREATINGACLAIM.................................................................................................................................................11

CANCELLATIONS...........................................................................................................................................14GENERATINGACANCELLATIONQUOTE..................................................................................................................14

ELECTRONICPROCESSING............................................................................................................................17ELECTRONICALLYREGISTERINGANEWCONTRACT................................................................................................17REMIT,VOID,ORVIEWCONTRACTDETAILS...........................................................................................................22VIEWPREVIOUSLYGENERATEDREMITREGISTERS.................................................................................................26

Rev3.0e

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ABOUTIASCONNECT

IASCONNECTisanall-in-onetoolwhichcanbeutilizedtoperformavarietyoftasksrelatedtoproductsadministeredbyIAS.IASCONNECTallowsusers,withappropriatepermissions,tolookupcontracts,dealwithclaims,processcancellations,andconductbusinesselectronically.

ACCESSINGIASCONNECT

IASCONNECTcanbeaccessedfrommostdesktopcomputersandmobiledevices,althoughofficialsupportcurrentlyexistsforonlydesktopcomputers.IASCONNECTcanbeaccessedbyvisitinghttps://connect.iasdirect.com,orviathecorporateIASwebsite,https://www.iasdirect.com.

AllIASCONNECTfunctionalityrequiresaloginnameandpassword.Ifyoudonotalreadyhavealogin,clickonthe“Register”buttonintheheaderofthepage.CompletethenecessaryinformationontheloginregistrationpageandarequestwillbesenttotheIASClientServicesteam.Pleaseallowuptotwobusinessdaysforthelogintobecreated.

Ifyouhavealogin,butneedtoresetyourpassword,youcanclickonthe“Forgotpassword”buttonontheLogInpage,whichwill result inanewpasswordbeing sent to theemailon file. Thatemailwill contain instructions forhow to reset yourpassword.

FUNCTIONALITYINIASCONNECT

IASCONNECTallowsuserstoperformseveraldifferenttasksdependingonpermissionlevels.Thesiteisorganizedbygeneralfunctionalarea:

§ CONTRACTLOOKUP–LookupcontractdetailsandclaimhistoryforanyIAScontractandperformactionsonanylocatedcontract,suchascancellations,claimshistory,orfilinganewclaim

§ CLAIMS–Viewexistingclaimsandtheirhistory,uploadclaimdocumentsandfilenewclaimsoncertaintypesofcontracts

§ CANCELLATIONS–GeneratecancellationquotesforIAScontractsanduploadcancelationdocuments

§ ELECTRONICPROCESSING–ElectronicallyregisterIAScontracts,remitpendingeContracts,andviewelectronicremittancehistory

§ AGENTSERVICES–AllowsIASagentstoordersuppliesandrequestdealershiplogins

§ RESOURCES–Viewsignuppaperwork,sampleforms,MSDSsheets,andtraining/installationvideosrelatedtoIASproducts

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NAVIGATINGIASCONNECT

EachgeneralareaofIASCONNECTcanbeaccessedfromthelandingpageandcanalsobeaccessedfromthetopmenubaroneachpage.Ifyourlogindoesnothavetheappropriatepermissions,theselinkswillbedisabled.ThefirstimagebelowshowstheIASCONNECTlandingpage,whilethesecondimageshowsthetopmenubar.

IASCONNECTVIDEOLIBRARY

TheIASCONNECTquickstartlibraryofvideosisgrowing.HelpfulquickstartsfortaskslikeRemittance,HowToFileAClaim,DocumentUploadsandmore.Availableatthelinkbelow.

IASCONNECTVideoLibraryThepasswordislowercase‘ias’.

GETTINGADDITIONALHELP

IAS CONNECT is supported by the IAS Client Services team. This team can assist with usage questions, issues withlogins/passwords/permissions,andcanalsoconductonlinetraining.YoucancontacttheIASClientServicesteamat(800)346-6469,orbyemailingsupportdesk@iasdirect.com.

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CONTRACTLOOKUP

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CONTRACTLOOKUP

TheContractLookupareaallowsyoutosearchforcontractsadministeredbyIAS.Onceacontractislocated,youcanviewadditionaldetailsofthecontract,viewclaimshistoryforthatcontract,initiateanewclaimforcertaintypesofcontracts,andinitiateacancellationfornon-expiredandnon-cancelledcontracts.

YoumustbeloggedinpriortoaccessingtheContractLookupareaofIASCONNECT,andyourloginmusthavepermission.Certainactions,suchasinitiatingaclaimoracancellation,requireadditionalpermissionstobeset.

Thetopmostsectionisanareawheresearchparametersaresupplied.DealerandProductselectionfieldsallowyoutoselectadealerand/oraproductonwhichtosearch.Underthatisanarealistingoutanycontractswhichmatchthesearchparameters.Coloredstatusiconstotheleftofeachfoundrecordindicatewherethatrecordisintheadministrationprocess.Green=Active,Red=CancelledandGray=Expired.

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Youmustenteratleastonesearchparametertoconductasearch.Youcansupplyasmanyparametersasnecessarytolocatethecontract.Thebuyerfirstandlastnamefieldsallowyoutodoapartial“startswith”search.

Oncesearchparametershavebeenentered,clickthe“Search”buttontoperformthequery.Anycontractsmatchingthesearchparameterswillbeshownintheresultsgrid.

*AlsonotethatCONNECTallowsyoutosearchdeeperonjusttheVINandthebuyerfirst/lastinitialbyclickingthelinkpicturedbelowhighlightedinbluetext“Ifyouareunabletolocatethecontact…”.Thiswillallowyoutolocateandassistapolicyholdersevenifthepolicywaspurchasedthroughadifferentlocation.”

PERFORMINGADDITIONALACTIONSWITHLOCATEDCONTRACTS

Generalinformationisdisplayedforeachlocatedcontract.Toseeadditionalcontractdetails,clickontherowrepresentingthecontract,whichwillcausethatrowtoexpandandlistouttheadditionalinformation.

Clickthe“Viewcontractdetails”button" intheActionscolumnfordetailsonthatcontract,,thisbuttonwillbedisabledifyourlogindoesnothavetheappropriatepermissions,orifthecontracthasnoclaimshistory. Toinitiateanewclaimforanylocatedcontract,clickthe“Initiateclaim”button#intheActionscolumnforthatcontract.Thisbuttonwillbedisabledifthecontractdoesnothaveaproducttypecompatiblewithonlineclaims,orifyourlogindoesnothavetheappropriatepermissions,orifthecontractisexpiredorhasbeencancelled.SeetheClaimssectionofthisuser’sguideforadditionalinformationontheclaimfilingprocess. Toinitiateacancellationrequestforanylocatedcontract,clickthe“Generatecancelquote”button$%intheActionscolumnforthatcontract.Thisbuttonwillbedisabledifyourlogindoesnothavetheappropriatepermissions,orifthecontractisexpiredorhasbeencancelledalready.

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CLAIMS

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CLAIMS

TheClaimsareaofIASCONNECTallowsyoutosearchforclaimsfiledonIAScontracts,uploaddocumentsandfilenewclaimsonline.YoumustbeloggedinpriortoaccessingtheClaimsareaofIASCONNECT,andyourloginmusthavetheappropriatepermission(s).

LOOKINGUPACLAIM

FromtheClaimspage,youcanaddandfindclaims,orfilterthepresenteddefaultlist,sortingbyclaimstatus,product,dealersandrecentmonths.Underthatisanarealistingoutanyclaimswhichmatchthesearchparameters.Oncesearchparametershavebeenadjusted,anyclaimsmatchingthesearchparameterswillbeshownintheresultgridbelow.

Clickthe“Findaclaim”buttontoopenawindowwithmoreadvancedsearchoptionstolocatetheclaim.

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Youmustenteratleastonesearchparametertoconductasearch.Youcansupplyasmanyparametersasnecessarytolocatethecontract.Thebuyerfirstandlastnamefieldsallowyoutodoapartial“startswith”search.

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VIEWINGCLAIMDETAILS

Generalinformationisdisplayedforeachlocatedclaim.Thispagedynamicallyshows/hidesinformationbasedonavailability,socertainclaimtypeswilldisplaysubstantiallymoreorlessinformationthanothers.Clickthemagnifyingglass( )undertheActionscolumntoseedetailsontheclaim.Clicktheuploadicon( )undertheActionscolumntouploadphotosfortheclaim.

UPLOADINGCLAIMPHOTOS

Forclaimsundercertainstatus,theIASClaimsDepartmentmayrequestadditionalphotosordocumentation.Youcanuploadsuchinformationdirectlyfromtheclaimdetailscreen.Clicktheuploadicon( )undertheActionscolumntouploadphotosfortheclaim.

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CREATINGACLAIM

TostartanewclaimusingIASCONNECT,gototheClaimslandingpageandselectthe“Addnewclaim”button,thenontheCreateaclaimpage,selecteitherthe“GotoContractLookup”or“FilebyVIN”button.

Thenlocatethecontractusingthesearchoptions.

Onceyouhavefoundthecontractandarereadytofiletheclaim,clickthe“Initiateclaim”button#intheActionscolumnnexttothecontract.

NotethatIASCONNECTcurrentlysupportstheonlinefilingofclaimsforonlyGAP,andTireandWheelcontracts.Additionalclaimtypeswillbeaddedinthefuture.

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Theonlineclaimsprocessisaguided,stepbystepprocessthatvariesfromcontracttocontract. Italwaysstartswithanoverviewscreenwhichexplainstheguidelinesandrulesrelatedtoautomaticauthorization.WithIASCONNECT,therearethreepossibleoutcomeswhenaclaimisfiledonline:

§ APPROVEDWITHAUTOMATICAUTHORIZATION–Thevastmajorityofclaimsfiledwillresultinapprovalwithautomaticauthorization,meaningthatnoadditionalpaperworkordocumentationwillberequiredtopaytheclaim.

§ APPROVEDWITHOUTAUTOMATICAUTHORIZATION–Certainclaimparameters,suchasahighrepaircostorextensivedamage,willrequireadditionalresearchfromtheIASClaimsTeam.Inthesecases,youwillreceiveapprovalwithoutautomaticauthorization,meaningthattheclaimwillnotbepaiduntilthatdocumentationhasbeenreceivedandprocessed.

§ DENIED–Certainclaimparameterswillresultinanautomaticclaimdenial.Inthesecases,youwillclearlyseethattheclaimhasbeendenied,alongwithanexplanation.

Beforeproceedingwithfilinganonlineclaim,besureandhaveallinformationrelatedtothevehicleandclaimavailable.Youwillneedthevehiclemileageatthetimeoflossandtherepairorderand/orinvoicefortherepair.

Onceyouhavethisinformationready,followtheon-screenpromptstocompletetheonlineclaimsprocess.Keepinmindthatonceyou’vefiledyourclaim,whetheronlineorviatheIAScallcenter,youcanutilizeIASCONNECTtotrackthestatusoftheclaim.

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CANCELLATIONS

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CANCELLATIONS

TheCancellationsareaofIASCONNECTallowsyoutoinitiatethecancellationprocessforanon-expired,non-cancelledIAScontract.Theend-resultoftheCancellationsprocessisthatanewcancellationquotewillbegenerated,completewithallcontractandothernecessary information. Once thecancellationquotehasbeengenerated, thatquote,alongwithanysupportingdocumentation,mustbesubmittedtotheIASCancellationsTeam.ThepreferredmethodwouldbetouploadthroughCONNECT(see*below),orsubmitviafax,emailorpostalmail.

GENERATINGACANCELLATIONQUOTE

AccesstheContractLookupareabyclickingonthe“CONTRACTLOOKUP”icononthemainpage,orbyclickingon“ContractLookup” inthemenubarwhich isshownonallpagesthroughoutthesite, then locatethecontract tobecancelled. ForadditionalinformationontheContractLookupprocess,reviewthe“ContractLookup”sectionofthisuser’sguide.

Toaccessthecancellationquotegenerator,clickonthe“Cancelcontract”icon$%nexttothecontracttobecancelled.Youwillberedirectedtoapagewhichwillaskforanyadditionalinformationneededtocancelthecontract,asshownintheimagebelow.Onthispage,supplyvalidinformationforallrequiredfields,thenclick“Submit”togeneratethecancellationquote.Note that based on the cancellation reason, different and/or additional documentationmay be required to finalize thecancellation.

Onceallinformationhasbeencorrectlyentered,acancellationquotewillbegenerated.Thecancellationquoteconsistsofthreepages,theCustomerscopy,thedealerscopyandtherequireddocumentationneededtocompletethequote.

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Ufbn.ThepreferredmethodwouldbetouploadthroughCONNECT,orsubmitviafax,emailorpostalmail.

*TouploadthroughCONNECT,clickonCancelations,locateandselectyourWAITINGquote,thenclickthe“View/uploaddocuments”buttontoviewreceived,oruploadmoredocuments.

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ELECTRONICPROCESSING

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ELECTRONICPROCESSING

TheElectronicProcessingareaofIASCONNECTallowsyoutoelectronicallyregisterIAScontracts,remitpendingeContracts,and view electronic remittance history. Youmust be logged in prior to accessing the Electronic Processing area of IASCONNECT,andyourloginmusthavetheappropriatepermission(s).

To access the Electronic Processing section, click on the ElectronicProcessing button on the main landing page or click on ElectronicProcessinginthetopnavigationmenu.TheElectronicProcessingareaofIASCONNECThasasub-menuwithvariousoptions,asshownintheimageontheright.

ELECTRONICALLYREGISTERINGANEWCONTRACT

IAS CONNECT allows authorized users to electronically register contracts. By registering contracts electronically, thepossibility of rate and contract errors is nearly eliminated. Electronic registration canbeusedbydealership accountingoffices,whentheF&Idepartmentstillusesthreepartpaperforms,orbytheF&Iofficedirectly,inwhichcaseanelectroniccontractisgeneratedandcanbeprintedandhandedtothecustomer.

Toelectronicallyregisteranewcontract,clickonthe“GENERATECONTRACTS(EZ-REGISTER)”linkintheElectronicProcessingsub-menu.Thisisamulti-stepprocesswhichwillvaryfromdealertodealerandcustomertocustomerdependingonthetypesofwarrantiesavailable,andthetype(s)ofwarrantiesselectedforagivencustomer.Thegeneralorderofthisprocessisshownatahighlevelhere,andeachstepisbrokendownindividuallybelow.

§ Specifycontractdateandvehiclepurchased§ Selectoneormoreformspurchasedbyasinglecustomer§ Supplyanyadditionalinformationrequiredfortheselectedforms§ Selectplansforeachspecifiedform§ Specifyeitheranindividualorabusinessasthecustomer§ Supplyadditionalcustomerdetails

SPECIFYCONTRACTDATEANDVEHICLEPURCHASED

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Tobegin,firstverifythatthecontractstobecreatedareunderthecorrectdealerlocation,indicatedatthetitlebarofthescreen,thenenterthecontractdateandtheVINofthevehicle.TheVINwillbedecoded,andthevehicleyear,make,andmodelwillbedisplayed.Belowthat,enterthevehiclemileage.Theentryofthedeal/stocknumberisnotrequired,butmaybeusefulduringtheelectronicremittanceprocess.

SELECTONEORMOREFORMSPURCHASEDBYASINGLECUSTOMER

IfthedealershipissetupwithmultipleIASforms,thisstepallowsyoutoindicatewhichform(s)thiscustomerhaspurchased.Simplycheckoffeachformonthelistforthiscustomer.

SUPPLYANYADDITIONALINFORMATIONREQUIREDFORTHESELECTEDFORMS

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Some form selectionswill require you to enter additional informationthatcannotbedeterminedbasedontheVINofthevehicle.Thisstepwillvarybasedonformselections,butanexampleisshownontheright.

SELECTPLANSFOREACHSPECIFIEDFORM

Inthisstep,atableisshownlistingouteachformselectedatthebeginningoftheprocess.Foreachlistedform,youmustassignaplandeemedvalidforthespecifiedvehicle.Starttheplanselectionprocessbyclickingonthe“Selectaplan”button.

Theplanselectionprocessvariesbasedonthetypeofplananditsoptions.Someplansdonotvarybytermordeductible,andsomeplansdonothavesurcharges.Ifthisisthecase,thoseaspectsofplanselectionwillautomaticallybeskipped.

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Asplanselectionschange,therightsideoftheplanselectionwindowshows the details of the selected plan, including dealer costinformation.

Onceplanshavebeenassignedtoall forms,andretailpriceshavebeen supplied for each plan/form combination, click the “Next”buttontoproceed.

SPECIFYEITHERANINDIVIDUALORABUSINESSASTHECUSTOMER

If the purchaser of the contract is an individual, select the “Buyer is anINDIVIDUAL” option and enter the buyer first and last name, and optionallyenterthebuyermiddleinitial.

Ifthepurchaserofthecontractisabusiness,selectthe“BuyerisaBUSINESS”optionandenterjustthebusinessname.

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SUPPLYADDITIONALCUSTOMERDETAILS

Choose and existing lender, or create a new lender. Enter the lender street address and zip code. The zip code willautomaticallybedecodedandthecityandstatewillpopulateautomatically.Clickthe“Next”buttontoproceedtolenderselectionifapplicable.

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REMIT,VOID,ORVIEWCONTRACTDETAILS

Toremit,void,orviewdetailsofpendingcontracts,clickonthe“VIEW/REMITPENDINGCONTRACTS”linkfromtheElectronicProcessingsub-menu.Upondoingsoandthenselectingadealer,alistofallpendingelectroniccontractswillbeshown.ThislistwillincludeanycontractsregisteredonIASCONNECT,eContractsgeneratedthroughSmartMenu,aswellaseContractsgeneratedfromoutsidemenusystems,portals,andDMSsystems.Thislistwillnotincludeanypapercontracts.

Oncethelistofelectroniccontractsisdisplayed,thereareavarietyofwaystomanipulatethedisplayeddata,andthereareseveralcontractspecificactionsthatcanbetaken.Eachisdescribedseparatelybelow.

SELECTINGCONTRACTSTOREMIT

Bydefault, eacheContract that ispendingwill notbe selected. To select contracts toremit,simplyclickonthecheckboxontheleftsideofthecontractrow.

Alternatively,youcanselectgroupsofcontractsusingavarietyofcriteria.Forexample,youmightwanttoselectonlycontractsgeneratedinacertainmonth,orofaparticulartype.Toaccessthisgroupedselectionfunctionality,clickonthe“Select…”buttonatthetopofthelist.

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VIEWINGCONTRACTDETAILS

Toviewhighleveldetailsofthecontract,clickanywhereontherowwiththecontractinquestion,thiswillcausethatrowtoexpand(seesecondimagebelow)andshowothercontractdetails,suchastheform,program,anddeductible.TheActionscolumniconsallowyoutoEdit ,SetRewardRecipients ,Viewthecontract ,andDelete thecontract.

VOIDINGAPENDINGELECTRONICCONTRACT

Tovoidapendingelectroniccontract,clickonthexiconintheActionscolumnfortherowwiththecontractinquestion.

Youwillbepromptedtoenterareasonforthevoidforauditingandsecuritypurposes.

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GENERATINGAREMITREGISTER

Beforeattemptingtogeneratearemittanceregister,atleastonependingcontractmustbeselected.Ensurethatatleastonecontractinthelisthasbeenmarkedasselected,thenclickonthe“FinalizeRegister”button.Notethatthisbuttonisshownatthetopandbottomofthecontractlistandwillchangeto"Finalizeregister/addcancellations"ifpendingquotesexist.

Anewpagewillbedisplayedshowingsummaryinformationfortheregister.Thenumberofcontractsandremittancedollaramountswillbedisplayed.

Reviewthisinformationforaccuracybeforeproceeding.Onceyouhaveconfirmedtheinformationonthesummarypage,enter whatever identifying information is helpful in the “Dealer reference number” box and then click the “Generateremittanceregister”button.

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Aprintableregisterwillbecreatedandwillopeninanewtab/windowinyourbrowser.Fromthiswindow,youcanprinttheregister.Onceprinted,generateacheckwiththedollaramount(s)shownontheregister,thenmailtheregisterandchecktoIAS.ThereisnoneedtomailtheactualcontractstoIAS.

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VIEWPREVIOUSLYGENERATEDREMITREGISTERS

To view a previously generated remit register/batch, click on the “VIEW PREVIOUS REGISTERS” link from the ElectronicProcessingsub-menu. Upondoingsoandthenselectingadealer,a listofallpreviouslygeneratedelectronicremittanceregisterswillbeshown.

The“Datereceived”columnshowsthedate,ifapplicable,thattheregisterwasreceivedandsuccessfullyprocessedbyIAS.

Tovieworprinttheactualbatch,clickonthemagnifyingglassicon intheActionscolumn.ToUnwindthebatch,clickonthebrokenpaperclipicon ,andtoexportthebatchtoaCSVfile,clickthepenicon .

Toviewotherdetails,clickontherowrepresentingtheregistertoexpandandseethefulldetails,asshownintheimagebelow.Toviewandprintindividualcontractsinabatch,clickthedocumenticon'.

Newcontractshavedocumenticonstoseethecontract,however,thecancellationsaddedtothebatchdonot.

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IAS CONNECT is supported by the IAS Client Services team. This team can assist with usage questions, issues withlogins/passwords/permissions,andcanalsoconductonlinetraining.YoucancontacttheIASClientServicesteamat(800)346-6469,orbyemailingsupportdesk@iasdirect.com.