Agreement Module

From Quote to Agreement — Fully Configured, Fully Automated

Is Your Agreement Process Slowing You Down?

With more than 14 years of industry experience, our team understands how businesses struggle with slow, unstructured contract procedures. Our expertise has enabled organizations to achieve better workflow performance, more precise results, and higher operational productivity. The Agreement Module enables you to automate processes that help your business operate more efficiently while reducing errors.

Discover how our powerful, fully configurable Agreement Module can simplify operations, improve turnaround time, and help you focus on growing your business with confidence.

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Complete Agreement Lifecycle Management

DART Warranty Group provides a structured, end-to-end system that manages the entire agreement journey — from dealer setup to cancellation — ensuring accuracy, compliance, and smooth policy processing at every stage.

Dealer & Agent Network Setup

The process begins with configuring Dealers as Direct Dealers or TPAs, storing key details like dealer codes, commissions, payouts, and compliance settings. The platform also supports a hierarchical Agent structure with Master Agents and Sub-Agents, enabling controlled commission splitting, performance tracking, and scalable distribution management.

Customer & Lienholder Management

A centralized customer database maintains personal details, vehicle records, agreement history, and payment tracking in one place. For financed vehicles, lienholder information is securely stored to ensure accurate refund routing and compliance during cancellations.

Product Configuration & Pricing

Product setup defines the foundation of agreement creation. Administrators select product types such as VSC/VSE, Basic, Maintenance, Bundle, Gap or Tire and Wheel, and configure coverage rules, rate sheets, vehicle classification, underwriting companies, surcharges, and deductible options. Financial components like dealer cost, admin fees, commissions, and retail pricing are organized through structured financial buckets to ensure transparent revenue management.

Quote Generation

Quotes are generated by entering dealer details, vehicle information, odometer reading, and VIN. The system automatically fetches vehicle specifications via API, validates data, applies the correct rate sheet, and calculates pricing instantly.

Agreement Creation

Approved quotes are converted into agreements by selecting coverage, deductible, term, and final purchase price. Agreements are generated instantly as downloadable PDFs, with draft agreements remaining valid for 30 days before requiring revision.

Forms & Compliance

State-specific, federal, dealer-specific, and language-based forms are automatically attached to agreements, ensuring complete compliance and easy document retrieval.

Cancellation Management

The system supports configurable cancellation rules, including zero-fee cancellation within 24 hours and flat or pro-rate calculations thereafter. Refunds are accurately allocated to customers or lienholders through automated logic.

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Why It Matters

Why Policy Administration Done Right Makes All the Difference

1.
Eliminates Operational Delays
A structured workflow — from dealer setup to quote generation and agreement creation — removes manual bottlenecks and reduces processing time. This ensures faster turnaround and smoother operations across your organization.
2.
Ensures Pricing Accuracy & Financial Control
With configurable rate sheets, deductibles, surcharges, and financial buckets, the system ensures precise pricing and transparent commission distribution — minimizing errors and protecting revenue.
3.
Strengthens Sales Network Management
The multi-level agency hierarchy and dealer flexibility allow you to manage complex sales structures with clarity, visibility, and control — all through a centralized platform.
4.
Enhances Customer Experience
Automated document generation, notifications, and streamlined agreement processing keep customers informed and satisfied, building trust and long-term relationships.

How Our Policy Management Works

Our Policy Management system follows a structured and logical workflow designed to eliminate confusion and manual dependencies. Every agreement begins with proper dealer and agency configuration, followed by a flexible product and pricing setup to ensure accuracy from the start.

Once configured, quotes can be generated instantly and converted into agreements with automated document creation and customer communication. The process concludes with built-in cancellation management that supports both flat-rate and pro-rated calculations, ensuring complete lifecycle control.

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Introducing Policy Management

STEP 01

Structured Sales & Agency Setup

Build a well-organized network with Dealer Groups, individual Dealers, and a three-level Agency hierarchy. Manage commissions efficiently and view your entire structure in a clear Tree View format for complete visibility and control.

STEP 02

Flexible Product & Pricing Configuration

Create customized products with configurable coverage, rate sheets, deductibles, surcharges, underwriting companies, and financial buckets. Generate accurate quotes based on term, mileage, and selected options — all within one system.

STEP 03

Complete Policy Lifecycle Management

From quote generation to agreement creation and cancellation, every step is streamlined. Auto-generate fillable documents, manage customer and lienholder details, and process flat-rate or pro-rate cancellations with ease.

Frequently Asked Questions

Contract lifecycle management (CLM) is the process of managing contracts from creation to execution and renewal or cancellation. DART’s system automates the entire agreement lifecycle—from dealer setup and quote generation to agreement creation and cancellation—ensuring accuracy, compliance, and faster processing. It also supports seamless warranty claim management for improved operational efficiency.

Contract management software eliminates manual processes by automating workflows like agreement creation, pricing configuration, and document generation. This reduces delays, minimizes errors, and improves turnaround time across automotive and dealer networks.

An effective CLM software should include automated agreement creation, dealer and agent network management, pricing configuration, compliance tracking, and cancellation management. DART’s platform offers all these features within a centralized system.

Agreement management software mainly focuses on managing customer agreements and warranty plans, while contract management software covers the broader contract lifecycle management process. In automotive businesses, both work together to streamline operations.

An agreement management system helps automotive businesses manage complex dealer networks, pricing structures, and customer agreements efficiently. It ensures accurate policy processing, better financial control, and improved customer experience.

Automotive contract management software enables structured dealer and agent network setup, commission tracking, and performance management. It helps businesses manage multi-level distribution channels with better visibility and control.

Yes, advanced CLM software like DART’s platform automates the entire quote-to-agreement process. Once configured, quotes can be generated instantly and converted into agreements with automated documentation and communication.

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