Thrifty Financial Services
This solution allows agents who offer Thrifty Financial Services’ premium financing to instantly transfer customer data from WinRater to Thrifty’s online finance application.
Using the Thrifty Financial Services feature
If your agency is already set up to offer Thrifty’s premium financing service to your Auto customers, start by clicking the Thrifty Finance button on WinRater’s Auto screen (see screen shot below).
You then will be able to select from two options: generating a quick PDF application using the standard Thrifty options, or logging into Thrifty’s website to review the proposal if you need to modify items such as the down payment. As soon as you make the selection, WinRater transfers the customer data and populates the appropriate fields.