Dealer Comfort Plan Claim Procedures

1. Dealer Comfort Plan Claim Procedures

2. Select “Warranty Center” then “Comfort Plans”

3. Select “Submit a new Comfort Plan Claim”

4. Enter Dealer ID# in the “Enter Dealer ID” box & click Submit. If you are a dealer signed in under your own ID# skip to next step.

5. Enter Comfort Plan Contract# then click Continue

6. Enter Document Control # then click Validate

7. Ensure that consumer & servicer info are correct. Scroll down and select correct serial #

8. Enter the correct service date

9. Select YES if refrigerant was used. Enter refrigerant in pounds. If you used an even amount you must still use .0. (ie. 7.0 )

10. Enter part # then Tab 4 times to enter Cost & click ADD. All Source 1 parts, except serialized coils beginning with “G” and TXV’s beginning with”1T” must have an “S1-” before the part #. Distributor invoice must be faxed to 316-260-2930 for all Source 1 parts $100 or greater. Include claim # on invoice.

11. If it’s a non-Source 1 part enter description and cost in “Description/Comments” section.Distributor invoice must be faxed to 316-260-2930 for all non-Source 1 parts regardless of cost. Include claim # on invoice.

12. Once parts are locked in, select “Add Labor”

13. Select Category

14. Select Defect and click “ADD”

15. Click Continue

16. Verify all info, enter any necessary compressor or other serial #s & click Continue

17. All info will be locked in. Click “Continue” again

18. Verify all info & click “Submit Claim as Pending”

19. Make note of provided claim # before clicking “Done”