Presentation is loading. Please wait.

Presentation is loading. Please wait.

Adviser’s Control Panel. Explanation of our “My Tracer” Control Panel for ABSA Advisers Let’s have a look at the Functionality.

Similar presentations


Presentation on theme: "Adviser’s Control Panel. Explanation of our “My Tracer” Control Panel for ABSA Advisers Let’s have a look at the Functionality."— Presentation transcript:

1 Adviser’s Control Panel

2 Explanation of our “My Tracer” Control Panel for ABSA Advisers Let’s have a look at the Functionality

3 Summary of Features Purchase Online channel for easy ordering New units Client requests installation of unit in another vehicle Client requests change of vehicle ownership Keep track of all your clients, their SLA’s and Installation Certificates Keep track of your income Communicate with us Have all our latest Product Information, Manuals and Training available at a click of your mouse

4 Go to www.mytracer.co.za

5 Advisers Login

6 Enter your ABSA “Adviser Code”, Username and Password

7 Please change your “Password” The first time you Login

8 Update your Details

9 Click “here” to Proceed

10 First step

11 Training - Support and Contact Us

12 New Client - New Order

13 Click on “Purchase Online”

14 Enter Customer’s ID or Company Registration nr.

15 Customer Selects his/her Private and Secure “My Tracer” Username and Password

16 Enter Customer or Company Detail

17 Select the Product to Order

18 Please Provide the Vehicle details for this unit

19 Add another Product or click “Next” to proceed

20 Customer’s Banking Details

21 Verify all the Information

22

23 Please Read and Print the SLA

24 Customer Signs Agreement and Authorizes the Debit Order Online Final Step Click “Submit Signed Order” Final Step Click “Submit Signed Order” Do this calculation Your SLA is populated with the provided details

25 This Order has been Processed The Customer will be Contacted to Confirm Debit Order Authorization To arrange for installation Adviser may return to the Control Panel to Confirm placed orders of his/her clients Follow progress of installation process Control and verify outstanding payments Order products for more clients

26 The Client Control Feature

27 Your Clients info and Progress

28 Vehicle Swop

29 Existing Customer’s ID Recognized Swop Unit to another Vehicle

30 Choose Vehicle from list

31 Provide New Vehicle’s Details and Verify Banking Details

32 Confirmation of Information

33 Process to Complete Transaction Customer will be contacted To arrange for this Vehicle Swop Installations Customer will receive Invoice for this transaction New “My Tracer Installation Certificate” containing the New Vehicle’s information Our computer systems are automatically updated With the new vehicle’s details

34 Owner Swop

35 Existing Customer’s ID Recognized Swop Ownership of Vehicle

36 Select Vehicle from List

37 Select the Current SLA

38 New Customer’s Banking Details

39 Verify Information

40 Customer Signs Agreement and Authorizes the Debit Order Online Final Step Click “Submit Signed Order” Final Step Click “Submit Signed Order” Do this calculation

41 Process to Complete Transaction Vehicle removed from Current owner’s account New account created for the New Owner New Owner receives Service Level Agreement with “My Tracer” “My Tracer Installation Certificate” Welcome letter from “My Tracer” with the relevant information Getting started manual

42 Adviser Control Panel

43 Top Bar - Main Menu

44 Always available Shortcut Menu

45 Adviser’s Control Panel Main Menu

46 My Remuneration

47 Adviser’s Personal Information

48 Change Personal Details

49 Installations of units After receipt of the order we will contact the client to confirm the debit order mandate and arrange for installation Installations are done within 7 days from day of order Easy 3 wire connection during installation No interference with vehicle’s electronics Average time 30 to 45 minutes Very little usage of vehicle’s battery power

50 Finalizing the Transaction Functionality of units are verified on site via installer’s cell phone or computer Final customer and vehicle data collected, verified and submitted via the internet Unit’s are therefore active immediately after completion of installation To complete the transaction the client will be e-mailed his/her documentation

51 Customer’s Documents Customer receives via e-mail his/her Username and Password Vehicle Recovery Call Centre number Instructions on “How to get Started” Final and complete SLA Customer receives his/her SAIAS accredited “My Tracer Installation Certificate” accepted by Insurance Companies, if customer is subscribed for Recovery


Download ppt "Adviser’s Control Panel. Explanation of our “My Tracer” Control Panel for ABSA Advisers Let’s have a look at the Functionality."

Similar presentations


Ads by Google