Freedom Warranty · Internal

Client ReviewDealer Intelligence

Rank dealers, measure loss ratio, apply company policy, and decide on exceptions and good faith — with role-based access for admins and reviewers.

Analyze

Upload one company master list. Search any dealer for loss ratio, rank, and rate guidance — no per-dealer uploads.

Admin & Reviewer

AI Advisor

Exception and good-faith recommendations grounded in company policy and the dealer book.

Admin & Reviewer

Training

Step-by-step paths for Admin setup and Reviewer daily decisions, plus glossary and cheatsheets.

Admin & Reviewer

Knowledge Base

Upload company policy, good faith, exception letters, and retention rules for the AI.

Admin only

Roles

Admin
  • · Master upload + company Portfolio snapshot
  • · Knowledge Base & Train AI
  • · Full Vehicles / Contracts book review
  • · Work queue + all reviewer tools
Reviewer
  • · Per-dealer Master, Vehicles, Contracts
  • · Queue: class, good faith, next review
  • · AI Advisor + compare dealers
  • · No Knowledge / company-wide snapshot