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Service Plan Manual Load Request

Service plan manual load request

A manual load should be requested when a customers service plan has not been set up at point of sale and the offer if no longer available. Not all requests will be honoured so it is important that the below criteria is met.

Criteria when a Service Plan is offered with Finance offer

  • The request must be within 1 year of the activation of the finance
  • The product that is being requested was valid at point of sale

Criteria when a Service Plan is offered without a Finance offer

  • A proposal on connect online must be set up with all customer and vehicle details so the New Business team have a proposal to work from
  • The request must be within 1 year of the sale of the vehicle
  • A copy of the invoice from point of sale must be attached with this request
  • The plan being requested was valid at point of sale

If your request does not meet all of the above, a manual load request will not be valid and won't be honoured.

Retailer Information

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Contact data
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Request Details

Please complete the below if the customer has been set up on the wrong plan and requires it to be cancelled

Please note:

  • Manual Loads have a 72hour SLA however, on some occasions we will require to carry out further work which can delay our SLA. We will contact you if we are presented with any delays.
  • Once the plan has been set up, if the service plan is payable by the customer, we will require signed documents. We will contact you with these documents which will require to be signed by the customer

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