How onboarding and training work
Onboarding is operator-assisted and typically takes up to 30 days. Three phases take your team from first login to live claim work — which starts immediately once you are onboarded.
Account setup
Your account is created and verified by our operator team, staff accounts are set up, and your dealership profile and branding are configured. Billing is set up on the plan you confirm — one flat monthly fee, unlimited claims.
Platform training
A one-on-one onboarding call with your account manager, a live walkthrough of every module, and hands-on claims-submission training with a sample claim. Your staff are trained together and your workflow is tailored to how your dealership already works.
Go live
Your first real claim is submitted through the platform, your first unit is added by VIN, and a customer portal invitation goes out to a real customer. We confirm billing is working correctly and schedule a follow-up check-in after your first claims cycle.
Training modules
Structured learning tracks for every role in your dealership — live training with your account manager, plus self-paced modules your team can revisit any time.
Claims processing fundamentals
Everything your service advisors and warranty administrators need to create, submit, and track warranty claims effectively. Covers all five claim types and each manufacturer’s specific requirements.
Customer portal management
How to invite customers to their portal, manage what they see of their claim statuses, and use the customer-facing tools to improve communication and cut down on phone calls.
Billing & financial management
For dealer owners and office managers. How to review invoices and statements under your plan and read your monthly revenue reports.
Advanced claims strategy
For dealers who want to go deeper: photo-documentation best practices, FRC code optimization, denial-pattern analysis, and working effectively with the operator team.
Platform walkthrough videos
Short video walkthroughs for each key platform feature. These are in production and become available to your team once your account is live — until then, your account manager walks you through everything directly.
Dealer portal overview
A short video walkthrough of this feature, shared with your team once your account is live. Until then, your account manager walks you through it directly.
Creating and submitting your first claim
A short video walkthrough of this feature, shared with your team once your account is live. Until then, your account manager walks you through it directly.
Managing your customer portal
A short video walkthrough of this feature, shared with your team once your account is live. Until then, your account manager walks you through it directly.
Dealer certification program
Complete all four training modules and your first processed claims to earn Dealer Suite 360 Certified status. Certified dealers get more out of the platform:
- Priority operator response times
- A dedicated account manager
- A certification badge for your dealership
The certification program is on our roadmap and is not available yet. Book a free claims audit and we’ll get your team onboarded and trained now — certification follows as it launches.
Training questions
How long until my team is up to speed?
Onboarding, including training, typically takes up to 30 days. It is operator-assisted, and because the platform plugs into how you already work, there is little to learn. Once you are onboarded, claim work starts immediately.
Is the training real, or self-serve only?
The training is real. You get a one-on-one onboarding call and a live walkthrough with your account manager, plus self-paced modules your staff can revisit any time.
Are the walkthrough videos available yet?
Not yet. The video walkthroughs are in production and become available to your team once your account is live; until then, your account manager walks you through everything directly.
Do I need to be certified to use the platform?
No. Certification is an optional program on our roadmap and is not available yet. You can onboard, train, and process claims fully without it.