Insightpro

Dealer Portal

Empower Dealers with Instant Access to Claim Status, History, and Next Steps

Your dealer network is a critical extension of your service operation. But without the right tools, they’re left in the dark, calling, emailing, and waiting for answers.

The Dealer Portal puts real-time claim information directly in your dealers’ hands. No more back-and-forth. No more bottlenecks.

With our intuitive, secure Dealer Portal, your dealers can:

  • Check claim status
  • View full service history
  • See what’s next in the process
  • Upload documentation
  • Communicate directly with your team

It’s transparency, efficiency, and dealer satisfaction — all in one platform.

Why Dealer Visibility Matters

When dealers lack access to claim data:

  • They flood your support team with calls and emails
  • Claims get delayed due to missing info
  • The customer experience suffers
  • Frustration grows on both sides

Dealer Portal eliminates the guesswork.

Dealers can independently:

  • Track their warranty submissions
  • Get real-time updates
  • Respond to requests faster

The result? Fewer delays. Happier partners. Stronger brand reputation.

Key Features of the Dealer Portal

Real-Time Claim Tracking

Dealers can instantly see the status of every claim:

  • Submitted
  • In Review
  • Approved / Denied
  • Awaiting Parts / Technician
  • Resolved / Closed

Each status includes expected next steps and timelines.

Direct Messaging & Notifications

Keep the conversation in one place. Dealers can:

  • Message your team securely within the portal
  • Receive automatic alerts when action is needed
  • Upload missing documents or respond to questions quickly

Role-Based Access Controls

Control what each dealer can view based on:

  • Location
  • Product lines
  • Dealer tier or contract type

Ensure data security while offering full visibility.

Complete Claim History

Dealers can view every warranty claim they’ve submitted, including:

  • Dates and resolution timeline
  • Notes and communications
  • Attached service records or photos
  • Parts ordered and tracking info

Perfect for internal reviews, training, and audits.

Built-In Reporting & Performance Metrics

Allow dealers to:

  • Review their claim volume by month/quarter
  • Spot trends in product issues
  • Benchmark their performance vs. network average

Empower your partners to improve proactively.

Mobile-Ready, Always Available

Accessible on any device. Dealers can:

  • Submit claims from the field
  • Upload images or invoices on-site
  • Track progress while on the go

Benefits for OEMs, Manufacturers & Distributors

Streamlined
Communication

Cut support tickets and phone volume by up to 60%.

Faster Claim Resolution

With fewer delays and faster dealer responses, claims move through your system more efficiently.

Better Dealer
Engagement

Dealers feel trusted, informed, and equipped to serve their customers.

Reduced Errors & Rework

Digital documentation and automated workflows minimize manual mistakes.

Scalable Growth

Easily onboard new dealers with self-service tools and standardized processes.

Use Cases by Role

Warranty Managers

  • Reduce inbound dealer inquiries
  • Track bottlenecks in dealer responses
  • Improve SLA adherence and transparency

Dealers & Service Centers

  • View all active and past claims
  • Upload required forms or evidence
  • Communicate status updates to end-customers

Executives & Channel Managers

  • Track dealer activity and performance
  • Ensure consistent service delivery across the network
  • Identify training or policy gaps
What Makes Our Dealer Portal Different

What Makes Our Dealer Portal Different

Unlike generic portals or ERP-based dealer tools, our platform is purpose-built for warranty workflows and dealer support.

Key differentiators:

  • Designed for service operations, not just sales
  • User-friendly interface even for non-technical users
  • Secure access with full audit trail
  • Seamless integration with your CRM, ERP, and warranty systems

Security and Compliance

Dealer data is protected with enterprise-grade security protocols:

  • Role-based access and permission settings
  • End-to-end data encryption
  • GDPR and SOC 2 compliance
  • Full activity logs and audit history
Security and Compliance

Getting Started with InsightPro

Adopting InsightPro is simple. The team works with you to configure the platform to your business needs, ensuring a smooth rollout. Onboarding includes:

  • System setup and customization
  • User training for staff, dealers, and technicians
  • Integration with existing business tools
  • Ongoing support and updates

FAQ

What is the Dealer Portal used for?

The Dealer Portal provides dealers with self-service access to warranty claim status, history, documentation uploads, and communication tools.

Dealers can submit new warranty claims, attach supporting documents, and monitor updates in real time.

All data is encrypted and protected with role-based access controls. Only authorized users can view or edit specific records.

 Admins can set permissions based on location, product lines, or dealer type.

Most clients report a 50–70% drop in support requests once dealers have self-service visibility.

Secure internal messaging allows for direct communication between your team and the dealer on specific claims.

The Dealer Portal is web-based and fully mobile-responsive. It works on phones, tablets, and desktops.

Most dealers can be onboarded in under an hour with guided setup and training.

You can customize the portal to reflect your company’s branding, including logos, colors, and terminology.

Deployment typically takes 1–2 weeks, depending on integration and customization needs.