1. finance
2. personal finance
3. insurance

E-DaN How-to Guide
ITC Compliance
Updated: May 2010
E-DaN How-to Guide
Logging in
To login, open Internet Explorer, go to www.itccompliance.co.uk and login with your username and
password.
When logged in, you will see your ‘My Home’ screen, from here click on the ‘Log in to e-DaN’ link in
the ‘Demands & Needs’ box.
You will then be logged into e-DaN.
If you login successfully but the dealership is not yet setup properly, you may see the following
message:
If you see this message, contact your supervisor to inform them they may have to login and set up
the branch in the E-DaN system.
Main menu
When you have logged into E-DaN, you will see the following screen:
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From here you can:
1. View sales options (start a new sale/view incomplete or archived sales and customer
information).
2. View your training and product competency information (when training was last
completed/product training completed).
3. View your observation information (when last observed).
4. Register an insurance complaint.
5. View sales reports (if you have the required access).
We will now go through these options one by one.
1. Customer Sales
When you click ‘Customer Sales’ from the main menu, you will see the following screen:
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From here you can:
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Go through the sales process.
View any sales that are not complete.
View completed sales.
View incomplete sales that have been referred to a Business Manager.
Search for a sale by reference.
View a list of current customers.
Add a new customer.
Search for a customer.
Search for a sale by customer.
View a list current vehicles.
Add a vehicle into the system.
Search for a vehicle.
Search for a sale by vehicle.
View a list of current companies.
Add a new company.
Search for a company.
Search for a sale by company.
We will now go through each of these options.
1. Start a new sale
To start a sale some information about details about it need to be entered.
You may wish to enter an internal reference number if you wish.
This is not mandatory so you can leave it blank if you wish.
Next, information about the vehicle is entered.
When you start inputting a vehicle reg/stock num, cars that have been previously entered into the
system and match the information you are inputting will be listed:
If the vehicle is not in the list that appears, simply click on the ‘Vehicle not listed’ option and a few
more options will appear so the vehicle’s information can be manually entered:
Finally you need to select whether the car is New or Used and select the amount of warranty, if any
is offered/remaining.
Next is the method of the sale:
Either Face-to-Face or Telesales must be selected. If the Business Manager option is selected, you
will be asked which products they will deal with:
Please note: If products are ticked in this section the sale will not be completed (and the Demands &
Needs be accessible) until the business manager has logged in with their ID to complete the sale.
Next is information on the type of customer being sold to:
One of these must be selected to continue.
And finally, a method of purchase must be selected:
If ‘Finance Sale:’ is selected, an extra box will appear where you need to input the amount of deposit
taken:
Please Note: If the deposit entered is 25% or above this will have an effect on whether Finance GAP
is recommended (if your company sells Finance GAP).
When all the information is completed, we can move onto the next step.
Please Note: To navigate through the sales process, please use the ‘Next >>’ and ‘<< Back’ buttons
located at the bottom of each page.
There is also a ‘Close’ button available, when this is clicked the sale is saved as an incomplete sale.
The next step in the sales process involves printing off the Initial Disclosure Document:
When the Initial Disclosure Document is opened it can be printed by clicking on the link at the
bottom of the page:
The document must be printed and given to the customer.
When this is done, the next step involves inputting information about the customer:
Type in the customer’s name and if it doesn’t appear (it’s a new customer), tick the ‘Customer not
listed’ box, and a form will appear where information on the customer can be inputted:
When all information is completed, move onto the next step by clicking the ‘Next >>’ button.
The next step is the start of the Demands and Needs section:
Click ‘Next >>’ to continue.
This step requires some eligibility questions to be answered by the customer (Please Note: the
number of questions appearing here will depend on whether the sale is being purchased with cash
or finance:
Each question must be answered to move on.
When they are all answered, there are some Payment Protection Insurance (if your company offers
it) eligibility questions to answer (Please Note: these questions will only appear if it is a finance
sale):
When these questions are answered, click ‘Next >>’ to move onto the next step.
This step requires answers from the customer regarding insurance products:
The products that appear here will only be those that your dealership offers and that you have
completed up-to-date training on. When every question has been completed, click ‘Next >>’.
The next step will show those products that are recommended and those that are not:
The products are recommended or not from the responses the customer gave in the previous
step(s). You can still sell a product that has not been recommended by ticking the box next to it. Click
‘Next >>’ to continue.
The first part of this step shows details of the products that are recommended:
If the customer wishes to purchase a product, a policy can be selected by clicking on the drop down
box next to the product supplier name:
When a policy is chosen the price will appear in the box to the right. If a product's price is variable
the price will appear as ‘0’, you need to input a price in pounds sterling here. To purchase a product
the ‘Purchase’ tick box must be ticked.
The next part of this step requires the customer to answer some final eligibility questions:
These questions must be answered, when done click ‘Next >>’ to continue.
The next step confirms the products that were purchased and their price:
The next part of this step requires the policy documents to be given to the customer and
confirmation that this has been done:
The tick box confirming the Policy Summary documents have been given must be ticked to continue.
When this is done, click ‘Next >>’.
The next step in the sales process involves printing off the Demands and Needs document:
You can open the Demands and Needs statement from this page by clicking on the link, and also email it to the customer by clicking the ‘Send’ button.
Standard E-DaN signing process: When the Demands & Needs document is opened it can be printed
by clicking on link at the bottom of the page:
E-DaN Plus signing process: When the Demands & Needs document is opened, scroll to the bottom
of the document and you will see two boxes for signatures. The first is the Dealer signature:
To sign the document click ‘Sign’, use your signature pad to sign, then click ‘Done’. If you make a
mistake, click ‘Clear’ to sign again. Please note: ‘Done’ MUST be clicked to save the signature.
When this is done, the customer MUST read the declaration and sign the document:
To sign the document click ‘Sign’, pass the signature pad to the customer to sign, then click ‘Done’. If
you make a mistake, click ‘Clear’ to sign again. Please note: ‘Done’ MUST be clicked to save the
signature.
When printed, close the document by clicking on the link. The tick box confirming the Demands and
Needs document has been printed and signed must be ticked to continue.
When this is done, click ‘Next >>’.
The final step of the sales process is the completion of the sale:
The date of the sale, estimated delivery and any comments can be edited here. You can also select
that the sale was incomplete or if it’s complete, select to archive it. If the sale is incomplete it can be
retrieved by clicking on the ‘View incomplete sales’ link in the ‘Customer Sales’ menu.
2. View incomplete sales
From here you can continue or view a sale that is incomplete:
To open an incomplete sale click on the ‘Open’ link, it will be opened at the first step.
3. View archived sales
From here you can view a sale that is complete:
To view a completed sale click on the ‘Open’ link, it will open at the first step although nothing is
editable.
4. View sales referred to Business Manager
This section lists the incomplete sales that have been referred to a Business Manager for
completion.
To open a referred sale click on the ‘Open’ link, it will be opened at the first step.
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List Customers
From here you can view all customer’s details in the system:
You open a record by clicking on ‘View’, edit it by clicking ‘Edit’ or delete it by clicking on ‘Delete’.
6. Add a new customer
From here you can add a customer’s details into the system so they are available quickly when you
are going through a sale:
When complete click ‘Add’ to save the customer’s details, or click ‘Reset’ to clear the form.
7. Search Customers
Here you can search for customers by their name:
If there is a record matching the name you searched for, you can open, edit or delete the record
returned:
8. Search sales by customer
Here you can search for sales by the customer’s name:
Any sales returned can be opened by clicking on the ‘Open’ link.
9. List of current vehicles
From here you can view all vehicles inputted in the system:
You open a record by clicking on ‘View’, edit it by clicking ‘Edit’ or delete it by clicking on ‘Delete’.
10. Add a new vehicle
Here you can add vehicle’s details into the system so they are available quickly when you are going
through a sale:
When complete click ‘Add’ to save the vehicle’s details, or click ‘Reset’ to clear the form.
11. Search vehicles
You can search the vehicles in the system by inputting the vehicle registration or stock number:
Any vehicles returned can be opened clicking on ‘View’, edited by clicking ‘Edit’ or deleted by clicking
on ‘Delete’.
12. List of current companies
From here you can view all companies inputted in the system:
You can open a record by clicking on ‘View’, edit it by clicking ‘Edit’ or delete it by clicking on
‘Delete’.
13. Add a new company
Here you can add company’s details into the system so they are available quickly when you are going
through a sale:
When complete click ‘Add’ to save the company’s details, or click ‘Reset’ to clear the form.
14. Search companies
You can search the company’s in the system by inputting the company name:
Any company’s returned can be opened by clicking on ‘View’, edited by clicking ‘Edit’ or deleted by
clicking on ‘Delete’.
15. Search sales by company
Here you can search for sales by the company’s name:
Any sales returned can be opened by clicking on the ‘Open’ link.
2. Training and Product Competency
This section shows your training details for the Certificate in General Insurance for the
Motor Industry training programme:
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Information shown includes:
1. The last date the whole training programme was completed.
2. The products you have completed relevant training on (in the last 365 days) and so
are competent to sell.
3. Products you are required to complete training on, as they are either incomplete or
it’s been over 365 days since they were completed.
To log in to the training, click onto the ‘Training Login’ and log in with your ID and training
password.
3. Observations
This section shows observations conducted on you within the last 365 days:
Information shown includes the date of when the observation was done, the name of the
supervisor who conducted it, the days since the observation was done and whether the
observation was compliant. If an observation is not compliant (has a ‘no’ under ‘Compliant’)
your supervisor must conduct another ASAP informing you what you did wrong.
4. Register an Insurance Complaint
Here you can input an insurance complaint:
To open the Complaints procedure, click on the link at the top of the page. This must be
given to the customer and the tick box referring to this ticked.
5. Reports
This section is only available to users with the required administrator access. More
information can be found in the E-DaN Administration How-to guide.