Do you use AutoProcess GAP and RTI demands and needs?

Recent changes in FCA GAP rules necessitated swift process changes.

The immediate changes made for ​1st September have been reviewed and the following update will enhance the use of AutoProcess within the dealer sales process.
Significant changes:

  • Following quick capture of customer information and the delivery / presentation of Key Information, the suitability and eligibility questions on Statement of Demand and Needs (SoDaN) for GAP and RTI products will be freely available for completion from DAY 1 onwards (these are currently locked until day 4 following delivery of key information).
  • Though suitability and eligibility questions can be completed as the benefits of the policy are presented to a customer, the customer response and purchase process will continue to be governed by the current system process which meets the deferral period requirements (i.e. a customer cannot purchase a GAP product on DAY 1; customer initiation must be confirmed by disclaimer on DAY 2 & 3; access is free on DAY 4).
  • On day 1, if a customer declines the GAP / RTI policy, this can be input as an NTU (Not Taken Up) on the SoDaN.
  • On day 1, if a customer indicates interest in purchasing this policy, this should be captured as ‘customer considering’ and can be concluded within deferral period rules.
  • The subsequent process remains as current.