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Plans

Our industry leading software allows dealers to create tailored Service Plans for routine vehicle servicing, Repair Plans for planned maintenance items and Payment Plans for items requiring immediate attention all of which help increase customer loyalty and retention.

40%

new car customers with a service plan return to repurchase a new vehicle vs 21% without a service plan

41 

average months term

97%

service plan customers return to the dealership for a service event vs 61% without a service plan

£800

average plan value

Bundles

Our Bundles feature brings choice to your customers through side by side comparisons of basic and fully loaded plans.

Plan Bundles might include guaranteed loan cars, free puncture repairs and bulb replacements, breakdown cover, excess, tyre and MOT insurances and extended warranties all within one monthly payment.

Automated Plan Renewals

Take the work out of plan renewals and ensure that your customers continue to receive the convenience of small, monthly payments for their future service work by automatically renewing their policies.

Online Service Plan Quote

Customers can self-serve by quoting and taking out service plans directly from your website using our online service plan quoting functionality.

40%

of quotes are generated outside of business hours (Peak is 8pm)

17%

of quotes are generated at the weekend

26%

of visits to the self-serve plan page result in a quote

14%

of online bookings click through to self-serve plans

10%

of quotes created online convert to a plan sale with paperless direct debit enabled vs. 5% without

Used Vehicle Plans

exsto Plans can be used to generate service plans which can be included against all your used car adverts on your website to give potential customers a clear indication of running costs and how a plan can help them budget for future running costs.

Maintenance Funds

In addition to services added to a plan, customers can also choose to pay into a maintenance fund which can be used to pay for any items not covered by a plan such as work identified during a health check, bodywork or accessories.

Warranty & Roadside Assistance

Include warranty cover, roadside assistance and other additional services in your plans using our integration with major industry providers to allow your customers to purchase a lifestyle plan, all payable through one monthly direct debit.

Optional Services

Further improve customer loyalty and penetration by including dealer specific optional services such as MOT’s, air conditioning services or brake fluid changes.

Users can easily select the quantity of each to add to the plan or turn on our quick selector which automatically adds and schedules the optional service based on a number of pre-defined options.

exstoPay

Use our exstoPay module to transact fully paid plans from a customers debit or credit card or in scenarios where a top up payment may be required if annual mileage or other circumstances change during the lifetime of a plan.

Learn more

Ease of use means higher staff engagement.

Management App

Automated Customer Refunds

Automatically notify and refund a customer should a plan cancel without the need to involve your accounts department or a 3rd party.

Menu Pricing

Batch Create*

Have the system create and email tailored Service Plan quotes for customers visiting the dealership using data from your DMS.

Repair Plan

Vehicle & Customer Data

Create a fully customised quote in seconds using a VRM lookup cross referenced with your DMS* for relevant vehicle and customer data.

Tyre Integration

Plan Transfer

If a customer changes their vehicle all customer details and any available funds can be automatically transferred from their current Service Plan to a new one.

Payment Plan

Compound Plans

Add additional services on top of OEM schemes to ensure the customers servicing needs are covered beyond the life of the new or used vehicle plan, helping increase customer retention.

DMS Integration

Management App

Ensure each dealership is engaged with plan sales by monitoring daily, weekly and monthly sales performance using our Connect App.

Tyre Integration

Campaigns

Create extremely powerful, date driven, model specific campaigns which automatically adjust the included services and required payment profile.

Payment Plan

Complete dealer control

Give users the facilities to extend, modify, cancel and reinstate Service Plans in real time and remove the need for 3rd party system administrators.

DMS Integration

Dealer Settings

Authenticated users can modify your plans portal settings from Administration panel to ensure the portal is set up to work for your business.

* DMS integration required

Age & Price Discounts

You might want to reward your customers for their loyalty by applying fixed or age related discounts to scheduled and optional services.

Plan Statement

A statement of account showing all credits and debits to the plan and current available funds can be emailed or posted to the customer on request.

Push Reporting & Live Dashboards

Subscribe to a number of group-wide, data rich, powerful reports which can be delivered directly to your inbox, or cast an eye over the real-time dashboard pages to monitor performance.

Complete Version Control

View and restore earlier versions of quotes from the complete log of quote history which can be very useful if one person created the initial quote but another was to sell the plan.

Transaction List

The easy to use live, transaction list means there is no month end reconciliation allowing your accounts team to stay in control of all plan activity on a daily basis

Service Schedules

A customer may not want to purchase a monthly or fully paid plan but will still need to know when their future services are due. From exsto Plans users can create complete service schedules which can be printed or emailed to the customer.

Payment Plans

Afford your customers the opportunity to spread the cost of any Red work concerns identified through Workshop over a set period, while having the repair fixed on the day.

Duty of Care

Don’t let a customer leave your dealership with a potentially dangerous identified Red work concern because they cannot afford to pay for the repair.

Immediate Payment

Once the repair has been completed, payment can be requested and the money transferred into your bank account.

Our Payment Plan Partners

Repair Plan

A customer may not want to purchase a monthly or fully paid plan but will still need to know when their future services are due. From exsto Plans users can create complete service schedules which can be printed or emailed to the customer.

Retention

If a customer has the opportunity to pay monthly for work identified today but not due for a number of months, they will return to your dealership to have this completed.

Multiple Items

Several items can be added to one repair plan, each with a potentially different scheduled date, with the correct amount of money collected to cover the cost of each item as it becomes due.

Reminders

Automatically remind customers as their last payment is taken, using our Proactive Follow Up module, that their repair is now due.

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