Dashboard
New warranty activity
Month-on-month sales
Year-on-year comparison
Dealer POS Shop
Order Warranties 4U point-of-sale materials for a dealership. All prices include VAT and delivery.
Financials
Choose the financial area you need.
Sales Forecaster
Compare forecasted revenue with completed sales. Cancelled, refunded and free policies are excluded automatically.
Monthly forecast management
Administrators only · enter or revise a monthly target and record any activity likely to affect sales.
Forecast table
Forecast change history
Dealer Burn Review
Pricing guidance for dealers whose paid claims currently exceed their 50% warranty pot. Expected policy volumes use the dealer’s latest 90-day sales rate.
How to use this report: The actual cash position is shown for transparency, while the pricing recommendation uses the three-month smoothed burn rate so one unusually large claim does not cause an extreme increase. The smoothed recovery deficit is spread across expected policies and doubled because 50% of every policy enters the warranty pot. This report is advisory and never changes a dealer’s pricing automatically.
Claim Payment Dates
Completed claims with future planned payment dates.
| Paid | Dealer | Registration | Claim | Payment value | Estimated payment date |
|---|
Mileage & Expenses
Monday–Sunday weekly record · mileage paid at £0.15 per mile.
Daily mileage
Enter the vehicle's start and finish mileage. Your daily total and £ value are calculated automatically.
Add an expense
Enter the total receipt value including VAT where applicable, then attach the receipt.
PDF, JPG or PNG · maximum 5 MB.
Mileage entries
| Date | Account Manager | Start | Finish | Total | Value |
|---|
Expense entries
| Date | Account Manager | Description | VAT | Value | Receipt |
|---|
Weekly audit trail
Week-ending mileage, expenses and payment totals.
| Week ending | Account Manager | Mileage | Mileage value | Expenses | Total | Paid date |
|---|
Wages Payment Tracker
Administrator-only internal staff payment record.
View payment breakdown
Weekly breakdown
| Week | Money owed | Money paid | Outstanding |
|---|
Add or update a week
Customer Support Account
Warranty contributions, claim support and complete account history.
Account activity
Every warranty contribution, reversal and claim allocation.
| Date | Dealer | Activity | Reference | Credit | Debit | Balance |
|---|
Warranties
Choose whether to create a warranty or work with an existing warranty.
Renewals
Choose the policy expiry list, customer call-backs or verified prospecting.
Verified Prospect Workspace
Brent's verified customer prospecting, outreach and conversion workspace.
Prospect overview
Choose a summary tile to show its customers.
Prospects by temperature
Choose a category to see only those prospects. Within each list, records needing verification appear before those verified and ready.
Customers in selected group
Select a customer to review and edit their details.
| Customer | Added | Vehicle | Product to sell | Permissions | Stage | Temperature | Owner | Last contact | Readiness |
|---|
What type of vehicle are you covering?
Select the vehicle to begin creating the correct warranty.
Upcoming Expiries
Active portal warranties ordered by expiry date. Choose a month below for its full details.
Next policies to expire
| Expiry | Policy | Dealer | Customer | Vehicle |
|---|
Browse by expiry month
Renewals
| Expiry date | Policy reference | Dealer | Customer | Contact | Vehicle | Cover | Open |
|---|
Customer Contact
Customer call-back requests, contact attempts, conversations and outcomes. Prospect imports are kept in the Verified Prospect Workspace.
Customers Requiring a Call-Back
Overdue call-backs are highlighted. Choose Open, Overdue, Closed or All requests. Search applies to the selected filters.
| Call-back | Customer | Vehicle | Contact | Responsible | Status | Notes | Actions |
|---|
Existing Warranties
Search newly issued policies.
| Reference | Dealer | Customer | Vehicle | Cover | Period | Date loaded | Status | Certificate |
|---|
Warranty
Invoices & payments
Paid invoices and accumulating weekly or monthly pro formas.
A pro forma is not proof of payment.
Filters apply to the list below. Summary totals above include all billing records in this view.
| Date | Dealer | Policies / billing period | Amount | Status | Paid | Invoice |
|---|
Claims
Choose whether to submit a new claim or work with an existing claim.
New Claim
Find the warranty and submit a new claim.
Load a new claim
Enter the registration number to find the warranty.
Itemised repair costs
Claims staff can amend this rate for the individual claim.
| Part description | Quantity | Price each (including VAT) | Line total | |
|---|---|---|---|---|
| £0.00 |
£0.00
£0.00
£0.00
Existing Claims
Your active claims are listed below, including claims awaiting payment. Search by vehicle registration or choose All claims & history for paid and closed claims.
Claims inbox traffic-light key
These lights show whether new inbox information needs attention; they do not show whether the claim is approved or declined.
No inbox action is required, or all received information has been reviewed.
New information has arrived and needs to be reviewed.
New information has not been opened within 24 hours.
Active claims stay here until paid or closed, including claims awaiting payment. Use All claims & history for finished claims.
| Claim | Warranty | Dealer | Customer / vehicle | Submitted | Status | Claim value | Action | Inbox |
|---|
Simple claim stages
Received and waiting for the claims team.
The AI has prepared a request for missing evidence.
The evidence is ready for human approval or decline.
The claim has been approved up to the authorised amount.
The claim has not been approved under the warranty terms.
The claim is finished and no further action is required.
Payment is shown separately: Awaiting Payment or Paid. Withdrawn remains available as an exception.
Claim
Email trail
Incoming and sent emails, newest first. Sent means accepted by the email provider, not proof of delivery or reading.
Internal staff notes
Shared claim notes
Invoices, quotes and documents
PDF, JPG or PNG; maximum 10MB per document.
Claim audit trail
Status changes, shared notes and uploaded documents are recorded here.
Dealer Messages
Send dealer updates and retain the complete communication history.
New message
Message history
Email sent means the email provider accepted it. It does not confirm that the recipient has read it. Search covers messages available under the selected dealer filter.
| Sent | Dealer | Direction | Subject | Message | Sender / recipient | Related claim | Status |
|---|
Dealers
Choose how you would like to manage the dealer network.
Cold Calling
Dealer prospecting for account managers and administrators.
Cold Calling Report
Visit history report: includes every saved visit. Filter by date, status or manager, then export the matching records.
| Account manager | Visited | Green | Amber | Yellow | Red | Packs left | Follow-ups |
|---|
Add opportunity
Recent opportunities
One current entry per dealership, with every saved visit and note underneath. Showing the 25 most recently updated dealers; search by name or postcode to find others.
| Status | Dealership | Postcode | Date visited | Feedback | Follow-up | Pack | Account Manager | Actions |
|---|
Dealer Reports
Administrator-only archive of reports generated by the portal.
Online Sales & Marketing
Administrator-only direct customer performance and pricing controls.
Profitability basis
Core and Ultra use the agreed 50% underwriting allocation and 38% expected burn of that allocation. Protect products use the current 20% estimated margin until the National Breakdown cost table is supplied. Figures exclude VAT, payment fees and other overheads.
| Warranty revenue | Underwriting allocation | Expected claims | Breakdown revenue | Estimated supplier cost |
|---|---|---|---|---|
| — | — | — | — | — |
Performance controls
No advertising is activated from this portal. The agreed test ceiling is £500. Pause a no-sale campaign at £50 spend; campaigns producing sales are warned for administrator review.
| Campaign | Source | Visits | Checkout starts | Purchases |
|---|
Bumper 10-month interest-free payments
Prepared — not active
The secure application and payment-status records are ready. Customers will not see this option until Bumper supplies its API credentials, sandbox access and signed-webhook specification and the full journey has passed testing.
| Created | Customer | Value | Instalments | Status |
|---|
Record advertising cost
Core and Ultra vehicle price multipliers
Add a whole make or a model name. The most specific matching active rule is used. Protect and Protect Plus are never multiplied.
| Make | Model contains | Multiplier | Action |
|---|
New Dealer
Set up a dealership. No invitation is sent until the account is approved.
Company and contact details
Staff Access
Review staff roles and dealer assignments. Draft accounts have not been invited.
Add staff member
Save the staff member as a draft, then use the Send invitation button in the staff list below.
| Name | Access level | Assigned dealers | Status | Action |
|---|
Account Manager Commissions
Qualifying revenue excludes VAT · scheme starts 1 September 2026 · payments on the 1st
5% on the first £25,000 per manager per earnings month; 7.5% only on the excess. Paid-at-point and received Direct Debit sales share one threshold, allocated in receipt order. Direct Debit sales and estimates follow the policy sale month. Only payments actually received qualify for payable commission. Monthly sales progress resets every month and does not change when Direct Debits are marked paid.
Current month · received sales by dealership
| Account manager | Dealer | Payments | Qualifying revenue ex VAT |
|---|
Monthly audit history and payment records
September 2026 → 1 November 2026 · October → 1 December · November → 1 January 2027. This pattern continues each month. Cancelled, refunded, reversed, void and test sales are excluded. A receipt needs a recorded received date.
Expand an earnings month to check each receipt and retained calculation or payment revision. Paid totals are retained; later source changes are flagged for review. Marking paid records a payment already made.
| Manager / earnings month | Scheduled payment | Paid-at-point sales / commission | DD received / commission | Total due | Status | Paid | Actual payment date | Save |
|---|
Account Manager Profit & Loss
Management contribution report · revenue excludes VAT · separate from underwriting burn rate
Monthly dealer contribution
| Month | Account manager | Dealer | Policies | Gross sales | Net revenue | Claims paid | Support allocated | Profit / loss | Margin |
|---|
Cancelled, refunded, reversed, void, test and legacy-import sales are excluded. Claims are counted only when marked paid. This is an internal management contribution report and not a statutory set of accounts.
Bumper Application
Apply to offer customers 10 interest-free monthly payments.
Making warranties more affordable
Customers can split the cost over 10 interest-free monthly payments, with soft credit checks, flexible payment dates and the option to defer the second payment for up to 40 days.
Your Warranties 4U contact:
Account manager not yet allocated
| Submitted | Dealer | Main contact | Account manager | Status |
|---|
Brand Assets
Approved Warranties 4 U graphics for your dealership website and digital marketing.
Download the original high-resolution PNG. Please keep the image proportions unchanged and do not recolour, stretch or alter the artwork.
Dealer Approvals
Review dealerships submitted by account managers before they go live.
| Dealership | Contact | Pricing | Payment | Status | Decision |
|---|
Existing Dealers
Open a dealer to review and edit every detail.
Dealer Visits
Record account-manager visits and review the complete visit history.
| Visit date | Dealer | Logged by | Pull Up Banners | Booklets | Custom Posters | Standard A1 Posters | Floor Mats | Bespoke POS | Poster brief | Notes | Recorded |
|---|
Dealer details
Review and edit company, contact, pricing and payment settings.
Create new warranty
Complete all three stages before issuing.
Your progress is saved as you work. No cover is issued until you confirm.
Customer details
Vehicle details
Sales Hub
Daily actions, dealer growth and sales opportunities.
Priority actions
Ordered by urgency and opportunity.