A Dealer-Controlled Virtual F&I Enrollment Experience After Delivery
Recover missed post-sale protection opportunities with dealer-controlled workflows designed to support provider program rules and required disclosures.
Deliver a dealer-presented menu and enrollment experience for protection products. Owners can review options and complete e-contracting on their own time — supported by required disclosures, program rules, and a complete document trail.
Dealer-presented · e-Contracting · Disclosures + document trail · Analytics
The Post-Sale Protection Opportunity
Every ownership journey includes moments when protection becomes relevant — mileage milestones, coverage questions, and factory coverage windows. Many dealerships don't have a consistent way to present options after delivery.
DealerMenuOS provides a dealer‑presented, provider‑integrated menu and e‑contracting platform that can be used on‑demand when owners ask — with optional dealer-directed outreach tools and managed sales support available if you choose to be proactive.
Owner Moments That Create Interest
Protection interest doesn't end at delivery — it often comes up later around milestones, coverage questions, or as factory coverage nears expiration. DealerMenuOS gives your dealership an end‑to‑end platform to present options and complete e‑contracting whenever the owner is ready.
Dealer-Controlled Outreach
The dealer controls the brand, approvals, and overall communication strategy. Outreach may be dealer-managed or dealer-directed through platform tools and optional managed support. Owners stay connected to the dealer, not diverted away.
Transparent Customer Experience
Pricing, plan availability, and enrollment workflows are configured to align with provider permissions, program rules, and applicable eligibility requirements. Customers see accurate options for their vehicle; providers see program-aligned enrollments.
Platform capabilities depend on dealer participation, provider approval, and applicable state eligibility rules.
One Platform.
Your Dealership.
Every Owner.
Dealer‑presented, provider‑integrated enrollment for protection and ownership products. Supports a range of coverage and ownership options offered through provider‑approved programs.
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Dealer-presented experience — Your dealership stays front and center from first click to signed contract.
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Transparent, self-paced review — Owners explore options at their own pace, whenever they're ready.
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Quote-to-contract in one place — A single flow from VIN decode to eligibility to checkout and e‑signed contract.
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Flexible owner engagement — Use delivery follow-up or targeted owner invitations (optional dealer-directed outreach tools and managed sales support available).
Dealer customer data stays dealer-controlled. We do not sell dealer data. We do not contact dealer customers except as authorized by the dealer through platform configuration, dealer instruction, or subscribed managed services — data is used only to power the dealer experience and reporting.
Enrollment Options
Choose the participation model that fits your dealership strategy.
Exclusive Enrollment
Dedicated dealer-branded storefront
Reserve participation for a specific program within this platform in your market (subject to availability and provider approval). Best for dealers seeking maximum post-sale capture.
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Dealer-presented enrollment experience
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Full control over products, pricing, and owner engagement
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Optional dealer-directed outreach tools and managed sales support available
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Single-dealer focus — no competing storefronts
Standard Enrollment
Multi-dealer shared platform
Launch without exclusivity. Additional dealers may participate in the same program within the platform. Best for dealers seeking flexibility and quick onboarding.
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Each dealer gets their own branded experience
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Shared infrastructure, isolated data
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Faster onboarding for multi-rooftop rollouts
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Analytics and reporting across all participating dealers
Exclusivity refers to dealer participation within this platform and does not represent provider exclusivity. All participation is subject to provider approval and applicable program rules.
From Setup to Revenue in 4 Steps
We run the technology, provider connectivity, and workflow infrastructure that supports disclosures, documentation, and program-aligned enrollment. Dealers decide how and when to engage owners — with flexible support options available.
Activate
We configure your dealership experience, approved programs, and the e‑contracting flow — including required disclosures and document trail.
Configure
Set the menu experience, eligible offerings, and the messaging owners will see. (Optional) Add dealer outreach templates if you plan to invite owners at scale.
Invite Owners
Engage owners when and how you choose — delivery follow-up, one-to-one invitations, or targeted owner outreach using dealer-provided audiences (optional).
Contract + Track
Owners complete checkout and e‑contracting. Dealers track results with analytics and export reporting aligned to provider administration needs.
Everything a Dealer Needs, Built In
A complete enrollment platform — from the moment an owner enters their VIN to the moment their contract is signed and filed.
VIN-Based Quoting
Vehicle decoding ensures accurate program eligibility.
Eligibility + Plan Matching
Rules-driven matching aligns vehicles with approved protection plans.
Payments + Checkout
Secure payment flow designed for smooth completion.
e-Contracting + e-Sign
Digital contracting with full document traceability.
Compliance + Disclosures
Built-in disclosures and audit-ready documentation.
Full Analytics
Track performance across enrollments, segments, and dealer activity.
Supports required disclosures/forms by program and state, with an audit-ready document trail.
Built for Dealers. Trusted by Providers.
The platform is designed to serve two stakeholders simultaneously: dealers who want incremental revenue, and providers who need to know every enrollment is compliant and permissioned.
Dealer Outcomes
What the dealership gains
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New post-sale revenue channel — without adding headcount
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Dealer controls if, when, and how owners are invited
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Transparent enrollment — owners see real pricing within eligibility rules
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Full analytics on every quote, invitation, and enrollment
Operational Controls
What the provider can rely on
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Provider-approved program catalogs, forms, and enrollment structures
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Required disclosures/forms supported by program and state rules
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End-to-end document trail captured in-workflow (audit-ready)
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Secure handling of program/rate libraries and contract records
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Reporting exports aligned to provider administration and remit processes
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No open marketplace behavior or cross-provider comparison
Capable*
Owner Access
Outreach Tools
Digital Workflow
* Based on program availability and provider rules.
Integrated With Industry-Leading Providers
Ready to Capture Post-Sale Protection Revenue?
See the dealer experience, menu flow, and e‑contracting workflow in action — plus the operational controls that make it provider-ready.
- Dealer-presented enrollment experience
- VIN-based quoting + eligibility checks
- Checkout + e‑contracting with disclosures and document trail
- Analytics and reporting for operational visibility
- Optional dealer-directed outreach tools and managed sales support available
Response within 1 business day
We review every request personally and come prepared.
Your information stays private
We do not sell your data. Information is shared only as needed to operate the platform, support dealer-authorized workflows, comply with law, or work with approved service providers and integrations.
No obligation
See the full owner experience and admin tools — no commitment required.
Thank You!
We've received your request and will be in touch within one business day. We look forward to showing you what's possible.