Overview 

This tutorial is written for CareGARDWarranty.com (CGW) administrators. Using the CGW Admin menu, administrators can add agencies to CGW, find existing agencies, and make changes to agency profiles.

Using this tutorial, you will learn how to manage agencies.

Manage Users

As the CGW administrator, you can add a new agency to the system. You can also locate an existing agency and make changes to its profile.

1. Select Admin > Agency Management from the left navigation menu.

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Agency Management


2. In the Agency Management dialog, you can add a new agency or locate an existing agency and make changes to its profile.

Agency Management Dialog

Adding a New Agency

In the Add Agency panel of the User Management dialog, you can add a new agency to CGW by clicking the Add Agency button. This opens the Add Agency panel.

Item 
 Description
Agency Name
 Enter the agency’s name.
Agency Code
 Enter the agency code. This is an alpha-numeric identifier assigned to the agency by an F&I product provider or administrator, such as CGW. It allows the provider/administrator to track the agency’s business.
Address
 Enter the agency’s street address.
Address 2
 Use this field to add more details to the agency’s street address.
City
 Enter the agency’s city.
State
 Select the agency’s state.
Zip
 Enter the agency’s zip code.
Fax
 Enter the agency’s fax number.
Phone
 Enter the agency’s phone number.
Email
 Enter the agency’s email address.
File To Upload
 Use this feature to upload a logo file that can be used in CGW for the agency’s branding purposes.
File Name
 Enter a name for the logo file you are uploading.
Upload
 Click this button to begin the logo file upload process.
Status
 Select a status for the agency:
  • Inactive
  • Active
Save
 Click this button to save your changes.
Cancel
 Click this button to cancel this process and exit this dialog.


Add Agency Panel

Finding and Editing an Agency

1. In the Find Agency panel of the Agency Management dialog, you can find an existing agency and make changes to it. 


Item 
 Description
Agency
 Select the agency that you are searching for.
Submit
 Click this button to execute the search.


Find Agency Panel


2. CGW displays the Edit Agency panel, where you can make changes to the agency. 

Item 
 Description
Agency Name
 Edit the agency’s name.
Agency Code 
 Edit the agency code. This is an alpha-numeric identifier assigned to the agency by an F&I product provider or administrator, such as CAREGARD. It allows the provider/administrator to track the agency’s business. 
Address
 Edit the agency’s street address.
Address 2
 Use this field to edit additional details relating to the agency’s street address.
City
 Edit the agency’s city.
State
 Change the agency’s state.
Zip
 Edit the agency’s zip code.
Fax
 Edit the agency’s fax number.
Phone
 Edit the agency’s phone number.
Email
 Edit the agency’s email address.
File To Upload 
 Use this feature to upload a logo file that can be used in CGW for the agency’s branding purposes. 
File Name
 Edit the uploaded file name.
Upload
 Click this button to upload the new file.
Status
 Select a status for the agency:
  • Inactive: Select this to inactivate the agency in CGW.
  • Active: Select this to activate the agency in CGW.
Save
 Click this button to save your changes.
Cancel
 Click this button to cancel this process and exit this dialog.


Edit Agency Panel