coolCARE Demo

LET’S SEE HOW WE CAN HELP!

Contractor Benefits

Customer Retention

The amount of customers that are connected to your business through a protection plan guarantees seasonal renewals and an increased overall value & market place presence.

Covers All Brands

No matter what brands of equipment you choose to sell and install, coolCARE ensures you can have one provider for all of your extended warranty needs.

Customer Satisfaction

Add your pricing strategy. Be sure to include important details like value, length of service, and why it’s unique.

Market Diversity

Offering customers an enhanced protection plan on each proposal can help you win more jobs & increase profit for each job with a sold extended service agreement.

Compliancy

Program coverages can be offered by dealers in all 50 states and are secured by a fully insured AM best underwriter.

Eliminate Free Call Backs

Equipment failures happen and the profits lost to revisit previous job sites can put strain on your company's revenue and reputation.

Elevated Equity

A company’s value is increased when their customers are protected with a secured warranty program. Opposingly, a company’s value is decreased when performed by an in-house offering.

Equipment Types

Residential

Full Split System & Package Unit

A/C Condenser & Heat Pump

Air Handler & Furnaces

Evaporator Coil

Ductless Minisplit

Garage Heater

Boiler

Geothermal Split & Package Unit

Wine Unit

Accessories

Commercial

Full Split System & Package Unit (1-year OEM parts)

Full Split System & Package Unit (5-year OEM parts)

A/C Condenser & Heat Pump

Air Handler & Furnace

Ductless Minisplit

Refrigeration Equipment

Compressor

Residential

Tanked Water Heater

Tankless Water Heater

Water Softener

Well Pump

Residential

Standby Generators

Program Features

Quick Order Option

Choose to order with the manufacturer limited warranty certificate document.

Fast Claim Payments

Get paid with a check or with ACH direct deposit less than 30 days from service date.

Payment Account Options

Choose either to pay at the point of sale or establish a net 30 payment account type for more flexibility.

91-Day Policy Start

Labor coverage agreements are effective on the 91st day from your purchase date.

Free Marketing

Choose which coverage outlines you need to help outline covered

Fully Transferable

All coolCARE policies are fully transferable with a $30 fee per agreement.

Multiple Labor Rate Options

Choose the option that works best for your company needs - specific for warranty repair calls.

Warranty Support

We offer sales training, administrative process training, marketing development, & general counseling.

Drag & Drop Quick Ordering

SAVE TIME!

Improve your ordering speed by eliminating data entry using our quick order tool. Typos and autofill errors are now a thing of the past.

Instructions for this form:

  1. Upload a pdf of the warranty registration certificate provided by your manufacturer once your register the equipment

  2. Enter a purchase order and agreement charge amount

  3. Choose the desired coverage

  4. Submit

    It’s that easy!

    coolCARE support team will review your order to ensure the selection aligns with the equipment provided on the warranty certificate. The order is placed and a confirmation email is returned with the order #. The order is then available on your dealer portal access and processed the following day.

Easy Claim Submission

SAVE TIME Filing Claims!

Improve your claim speed by eliminating data entry using the easy claim tool.

Instructions for this form:

  1. Locate the Agreement #

  2. Enter the Agreement #

  3. Enter Equipment Serial #

  4. Upload your company service invoice for the repair

  5. Upload a replacement part Invoice for all parts replaced during the repair

  6. If you travelled beyond 30 miles one way enter milage for reimbursement funds

  7. If claiming refrigerant for leak repairs, enter the type and lbs listed on your company service invoice. Cost is covered at contractor cost during repair and a most current invoice for refrigerant be attached to the claim

  8. For burnt wire and leak repairs with not part replacements a picture will also be needed.

  9. Submit

    It’s that easy!

    coolCARE claims team will review each claim within 3 days to ensure the documents provided are complete and the repair is covered. Claims are paid via check or ACH direct deposit with-in 30-days.

CLAIM REQUIREMENTS

  • Claims must be submitted within 60 days from the date of completed service

  • Policy must be active at the time of service

  • Policy holder must be current to residence/business owner at the time of service

  • Contractor Work Order/Invoice Contents

    • Company Name | Service Date | Invoice # | Problem Description | Repair Summary | Equipment Model & Serial # | Itemized Charges | Customer Signature

    Part Invoice copy for replacement parts or credit memo for warrantied parts

    • Distributor Name | Date | Account Name | Account # | Item number | Item Cost | Total cost

    Refrigerant invoice copy of most recent purchase

    • Company Name | Date | Refrigerant Type | Cost | Total

    Picture required for leak repairs and burnt wire repairs

    • Before repair

    1. Policy Confirmation - Ensure that the coverage is active, current resident is listed on the agreement, and that the equipment serial numbers align with the what is on site to the coolCARE agreement.  Remember that policies start 91 days from the purchase date for claim submission.

    2. Diagnostics - Coverage applies to equipment failures. It’s a good idea to always charge a diagnostic service call incase a fix doesn’t involve repairing or replacing a covered part.

    3. Exclusions - coolCARE is not a replacement of the manufacturer warranty but an extension. Coverage applies to the covered parts for the equipment provided by  each manufacturer. This does not cover routine seasonal maintenance and repairs made during those calls with out a valid warranty part credit memo and readings for out of spec or failed capacitors. 

    4. Approval - Pre-authorization is given to all participating Dealers as long as the information is listed on the created invoice for every claim. Policy holders using a non participating contractor must have pre-authorization prior to service.

    1. Manufacturer recalls and manufacturer defects

    2. Topping off refrigerant or oil

    3. Features, aesthetics, paint, cabinet parts, knobs and buttons

    4. Overtime fees including weekends or holidays

    5. Fees or charges for freight to obtain replacement parts or supplies from supply house. Fees for reclaiming refrigerant, environmental fees, and disposal of contaminated refrigerants

    6. Drain lines, air filters, condensate pumps, refrigerant lines, ducts, welding, electrical wire external of the equipment, humidifier, thermostat unless part of a complete system change, added external controls, fuses or breakers.

    7. Consumable products; nitrogen, torch, solder, carbon dioxide, process fluids, lubricants, glycol, additives, filters. Batteries

    8. Resetting breakers, low dead thermostat batteries, adjustments made to programming, registers, grills, key valves, duct work, plumbing, venting, belts, dampers. 

    9. Hard start capacitors, motor controllers, isolation relays, time delays, zone valves.

    10. Leaks on unit as a result to loose valves, valve caps, fittings, piping. Changeover of Refrigerants due to governmental regulation. 

    11. Repairs to correct failures or malfunctions that are not defects such as brownouts, rust, oxidation, corrosion, water freezing, fire or other natural acts.

    12. Each agreement is pre-approved for 1 Leak covered for the term plan up to the initial charge of the unit. For a second leak it is the program manager to determine if coverage for failure applies.

    13. Repairs to equipment due to incorrect refrigerant, improperly matched equipment per OEM spec or ARI ratings or improper use of metering devices i.e. thermal expansion valve.

    14. Failures and replacement for contamination of sealed system such as Green Slime, Dirty Sock Syndrome etc.

    15. Performance loss due to normal wear and tear. Repairs to alter equipment, overrated capacities, insufficient water or poor water conditions.

    16. Improper installation, abuse, modification, negligence or misuse of equipment will void this plan.

    17. Freight charges to obtain or ship parts, crane services, special tooling or inflated pricing, equipment rental or usage fees.

    18. Work performed by any service provider not approved by Program Manager will be declined for payment

    19. Coverage does not extend to damages for personal injury, property damage, pecuniary loss, consequential or incidental damages from acts of god or any action of the manufacturer

  • Labor Coverage - On policy description as (Labor) or (Labor Only) Policy Effective Start Date (91st day from purchase date)

    Policy End Date (term length purchased from install or startup date)

    Parts Coverage - On policy description as (Parts) or (Parts Only) Start Date (Selected start date and after OEM Expiration date) End Date (term length purchased from install or startup date)

    Eligible Mileage Coverage - On Policy description as (EMC)

    Max $30 Defined by 1-way beyond 30 miles from dealer location, less than 60 miles from dealer location 1-way

    Refrigerant Allowance - On policy description as (No Refrigerant) or (W/ Refrigerant Allowance)

    All Refrigerant Types - Covered for failures due to leak & compressor replacement.

    Max (up to $25 dealer cost per lb, 15 lbs per claim)

    Labor Rate - Listed in the policy description as the amount $ coverage allowance to be paid per hour

    Example : @$125 per hr, @175 per hr, @$250 per hr

    1 labor allowance paid per service call at the highest performed repair

Allowance Hours Per Service

  • Outdoor Units

    • Accumulator ( 3 )

    • Capacitor - Run/Start/Split ( 1 )

    • Condenser Coil Replacement 1-5 Ton ( 3 )

    • Contactor 1-5 Ton ( 1 )

    • Crank Case Heater ( 1 )

    • Control Board ( 1 )

    • Defrost Relay ( 1 )

    • Sensor ( 1 )

    • Compressor & Drier 1 – 5 Ton (compressor size) ( 4 )

    • Fan Blade ( 1 )

    • Leak / Restriction ( 2 )

    • Schrader Core ( 1 )

    • Low or High Pressure Switch ( 2 )

    • Motor & Capacitor 1/4-1 HP ( 1 )

    • Reversing Valve ( 2.5 )

    • Service Valve / DTC Replacement ( 2 )

    • Time Delay Relay (when part of the original equipment) ( 1 )

    • High Voltage Wire Repair (low voltage not covered) ( 1 )

    • Unit Exchange ( 2.5 )

    Indoor Coil

    • System Type / Repair ( Residential )

    • Drain Pan ( 1.5 )

    • Expansion Valve ( 3 )

    • Leak in Coil ( 2 )

    • Leak in Factory piping, Joints or Valves ( 2 )

    • Liquid Line Solenoid Valve ( 2 )

    • Metering Device / Check Valve ( 3 )

    • Evaporator Coil Replacement 1-5 Ton ( 3 )

    Furnace / Air Handler

    • System Type / Repair ( Residential )

    • All Fuel Control ( 1 )

    • Bearing Assembly (1 set) or Shaft ( 1 )

    • Blower Motor / Inducer Motor and/or Wheel ( 1.5 )

    • Blower Motor Bracket / Mount ( 1 )

    • Burners ( 1 )

    • Cad Cell ( 1 )

    • Couplers ( 1 )

    • Door Switch ( 1 )

    • Fan & Limit Control ( 1 )

    • Fan / Main Control or Ignition Module ( 1 )

    • Flame Sensor ( 1 )

    • Fuel Pump – Oil System ( 1 )

    • Gas Valve 1-5 Ton ( 1 )

    • Gas Valve 6-10 Ton ( - )

    • Gas Valve >10 Ton ( - )

    • Heat Exchanger - Primary and/or Secondary ( 4 )

    • Heating Element Assembly ( 1 )

    • Igniter ( 1 )

    • Inducer / Combustion Assembly ( 1 )

    • Misc./ Main /Auxiliary Wiring ( 1 )

    • Pressure Switch ( 1 )

    • Selector Switch ( 1 )

    • Thermocouple or Thermal Fuse ( 1 )

    • Transformer ( 1 )

    • Unit Exchange ( 2.5 )

    Accessories

    • Thermostat ( 1 )

    • Electric Air Cleaner ( 1 )

    • Zone Panel ( 2 )

    • Zone Damper ( 1 )

    • Sensor ( 1 )

    • UV Light Ballast ( 1 )

    • EEV ( 3 )

  • Outdoor Units

    • Accumulator ( 3 )

    • Capacitor - Run/Start/Split ( 1.5 )

    • Condenser Coil 1-5 Ton ( 4 )

    • Condenser Coil 6-25 Ton ( 5 )

    • Condenser Coil 26-50 Ton ( 6 )

    • Condenser Coil >50 Ton ( 10 )

    • Contactor 1-5 Ton ( 1 )

    • Contactor 1-10 Ton ( 1.5 )

    • Contactor >10-50 Ton ( 2.5 )

    • Crank Case Heater ( 1.5 )

    • Control Board ( 1.5 )

    • Defrost Relay ( 1.5 )

    • Sensor ( 1.5 )

    • Compressor & Drier 1 – 5 Ton (compressor size) ( 5 )

    • Compressor & Drier 6 – 10 Ton (compressor size) ( 6 )

    • Compressor & Drier 11 – 15 Ton (compressor size) ( 7 )

    • Compressor & Drier 16 - 25 Tons (compressor size) ( 8 )

    • Compressor & Drier 26 - 35 Tons (compressor size) ( 9 )

    • Compressor & Drier 36 - 50 Tons (compressor size) ( 10 )

    • Compressor & Drier 51 - 80 Tons (compressor size) ( 12 )

    • Fan Blade ( 1.5 )

    • Leak / Restriction ( 2.5 )

    • Schrader Core ( 1.5 )

    • Low or High Pressure Switch ( 2.5 )

    • Motor & Capacitor 1/4-1 HP ( 1.5 )

    • Motor & Capacitor 1.5-5 HP ( 2 )

    • Motor & Capacitor 6-10 HP ( 3 )

    • Motor & Capacitor >10 HP ( 4 )

    • Reversing Valve ( 3 )

    • Service Valve / DTC Replacement ( 2.5 )

    • Time Delay Relay (when part of the original equipment) ( 1.5 )

    • High Voltage Wire Repair (low voltage not covered) ( 1 )

    • Unit Exchange ( 3 )

    Indoor Coil

    • System Type / Repair ( Commercial )

    • Drain Pan ( 2 )

    • Expansion Valve ( 3.5 )

    • Leak in Coil ( 2.5 )

    • Leak in Factory piping, Joints or Valves ( 3 )

    • Liquid Line Solenoid Valve ( 2.5 )

    • Metering Device / Check Valve ( 3 )

    • Evaporator Coil Replacement 1-5 Ton ( 4 )

    • Evaporator Coil Replacement 6-25 Ton ( 5 )

    • Evaporator Coil Replacement 26-50 Ton ( 6 )

    • Evaporator Coil Replacement >50 Ton ( 10 )

    Furnace / Air Handler

    • System Type / Repair ( Commercial )

    • All Fuel Control ( 1.5 )

    • Bearing Assembly (1 set) or Shaft ( 1.5 )

    • Blower Motor / Inducer Motor and/or Wheel ( 2 )

    • Blower Motor Bracket / Mount ( 1.5 )

    • Burners ( 1.5 )

    • Cad Cell ( 1.5 )

    • Couplers ( 1.5 )

    • Door Switch ( 1 )

    • Fan & Limit Control ( 1.5 )

    • Fan / Main Control or Ignition Module ( 1.5 )

    • Flame Sensor ( 1 )

    • Fuel Pump – Oil System ( 1.5 )

    • Gas Valve 1-5 Ton ( 1.5 )

    • Gas Valve 6-10 Ton ( 2 )

    • Gas Valve >10 Ton ( 3 )

    • Heat Exchanger - Primary and/or Secondary ( 5 )

    • Heating Element Assembly ( 1.5 )

    • Igniter ( 1.5 )

    • Inducer / Combustion Assembly ( 1.5 )

    • Misc./ Main /Auxiliary Wiring ( 1.5 )

    • Pressure Switch ( 1.5 )

    • Selector Switch ( 1.5 )

    • Thermocouple or Thermal Fuse ( 1.5 )

    • Transformer ( 1.5 )

    • Unit Exchange ( 3 )

    Accessories

    • Thermostat ( 1 )

    • Electric Air Cleaner ( 1.5 )

    • Zone Panel ( 2.5 )

    • Zone Damper ( 1 )

    • Sensor ( 1 )

    • UV Light Ballast ( 1 )

    • EEV ( 4 )

    Commercial Refrigeration

    • Capacitor – Run or Start or Split ( 1 )

    • Condenser Fan Motor (with or without Blade) ( 2 )

    • Contactor ( 1 )

    • Control Board ( 1 )

    • Crank Case Heater ( 1 )

    • Defrost Sensor ( 1 )

    • Defrost Timer ( 1 )

    • Evaporator Fan Motor (with or without Blade) ( 1.5 )

    • Fan Blade (Evap or Condenser) ( 1.5 )

    • Internal Fuses ( 0.5 )

    • Low or High Pressure Switch ( 1.5 )

    • Programmable Controller ( 1.5 )

    • Relay ( 1 )

    • Suction Pressure Transducer ( 1 )

    • Thermistor/Sensor ( 1 )

    • Thermostat ( 1.5 )

    • Transformer ( 1 )

    • Wire Repair ( 1 )

    • Refrigeration: ( )

    • Accumulator / Receiver ( 3 )

    • Compressor & Drier <1 HP ( 3 )

    • Compressor & Drier 1 - 3.5 HP ( 4 )

    • Compressor & Drier 4 - 6 HP ( 5 )

    • Compressor & Drier 6.5 - 10 HP ( 6 )

    • EEV or TXV ( 2.5 )

    • Filter Drier (solo repair if drier is restricted or damaged) ( 1 )

    • Headmaster ( 3 )

    • Leak in coil (Evaporator or Condenser) Braze Leak ( 2 )

    • Leak in Factory piping, Joints or Valves (threaded joints excluded) ( 2 )

    • Liquid Line Injector ( 1 )

    • Replace Coil (evaporator or condensor) ( 5 )

    • Restriction ( 3 )

    • Schrader Core ( 1 )

    • Service Port / King Valve ( 3 )

    • All Fuel Control ( 1 )

    • Aquastat ( 1 )

    • Bearing Assembly (1 set) 1+ HP or Shaft ( 1.5 )

    • Blower / Inducer Motor and / or Wheel ( 1.5 )

    • Blower Motor Bracket / Mount ( 1 )

    • Motor (Power Vented Units) ( 1 )

    • Boiler Pumps (Circulator) ( 2.5 )

    • Burners ( 1 )

    • Burner Assembly ( 1 )

    • Cad Cell ( 1 )

    • Couplers ( 1.5 )

    • Fan / Main Control or Ignition Module ( 1 )

    • Fan, Sequencer, or Other Relay ( 1 )

    • Flame Sensor ( 1 )

    • Flue Damper (Boilers Only) ( 1 )

    • Fuel Pump – Oil System ( 1 )

    • Gas Valve ( 1 )

    • Heating Element Assembly ( 1 )

    • Igniter – Hot Surface or Spark Ignition (Electrode) Non-Sealed Combustion ( 3 )

    • Igniter – Hot Surface or Spark Ignition (Electrode) Sealed Combustion ( 1 )

    • Inducer / Combustion Assembly ( 1 )

    • Main, Auxiliary, or Spill (Roll Out) Limits 2 - Wire ( 1.5 )

    • Misc. Internal Wiring ( 1 )

    • Pressure Relief / Switch ( 1 )

    • Primary Heat Exchanger ( 3 )

    • Selector Switch ( 1 )

    • Tank Replacement (<=50 Gallons) (Water Heaters Only) ( 1 )

    • Tank Replacement (>50 Gallons) (Water Heaters Only) ( 1.5 )

    • Thermocouple or Thermal Fuse ( 1 )

    • Thermostat (if installed at time of system installation) ( 1 )

    • Transformer ( 1 )

    • All Fuel Control ( 1.5 )

    • Aquastat ( 1.5 )

    • Bearing Assembly (1 set) 1+ HP or Shaft ( 2 )

    • Blower / Inducer Motor and / or Wheel ( 2 )

    • Blower Motor Bracket / Mount ( 1.5 )

    • Motor (Power Vented Units) ( 1.5 )

    • Boiler Pumps (Circulator) ( 3.5 )

    • Burners ( 1.5 )

    • Burner Assembly ( 1.5 )

    • Cad Cell ( 1.5 )

    • Couplers ( 2 )

    • Fan / Main Control or Ignition Module ( 1.5 )

    • Fan, Sequencer, or Other Relay ( 1.5 )

    • Flame Sensor ( 1.5 )

    • Flue Damper (Boilers Only) ( 1.5 )

    • Fuel Pump – Oil System ( 1.5 )

    • Gas Valve ( 1.5 )

    • Heating Element Assembly ( 1.5 )

    • Igniter – Hot Surface or Spark Ignition (Electrode) Non-Sealed Combustion ( 4 )

    • Igniter – Hot Surface or Spark Ignition (Electrode) Sealed Combustion ( 1.5 )

    • Inducer / Combustion Assembly ( 1.5 )

    • Main, Auxiliary, or Spill (Roll Out) Limits 2 - Wire ( 2 )

    • Misc. Internal Wiring ( 1.5 )

    • Pressure Relief / Switch ( 1.5 )

    • Primary Heat Exchanger ( 4 )

    • Selector Switch ( 1.5 )

    • Tank Replacement (<=50 Gallons) (Water Heaters Only) ( 1.5 )

    • Tank Replacement (>50 Gallons) (Water Heaters Only) ( 2 )

    • Thermocouple or Thermal Fuse ( 1.5 )

    • Thermostat (if installed at time of system installation) ( 1.5 )

    • Transformer ( 1.5 )

  • Conforl Panel

    • Boards ( 1 )

    • Module ( 1 )

    • Battery Charger ( 1 )

    • Battery Cable ( 1 )

    • Fan ( 1 )

    • Gov. Driver ( 1 )

    • Voltage Regulator ( 1 )

    • Transformer ( 1 )

    • On / Off Switch ( 0.5 )

    • Exercise Switch ( 0.5 )

    • All Solenoids ( 1 )

    • Ignition Coil ( 1 )

    • Relay ( 1 )

    • Regulator Assembly ( 1 )

    • Controller Assembly ( 1 )

    • Contactor Assembly ( 1 )

    • All Sensors ( 1 )

    • Generator

    • Rotor ( 10 )

    • Stator ( 10 )

    • Transfer Switch ( 2 )

    Engine

    • Complete Engine ( 4 )

    • Cylinder head Assembly ( 2 )

    • Stepper Motor ( 1 )

    • Starter ( 1 )

    • Pulleys ( 1 )

    • Oil Pressure Switch ( 1 )

    • OII Drain Valve ( 1 )

    • Mag Pickup / Magneto kit ( 1 )

    • High Temp Switch ( 1 )

    • Coolant Plug ( 0.5 )

    • Anti Freeze Cap ( 0.5 )

    • Hose Cap ( 0.5 )

    • Alternator ( 1 )

    • Muffler Assembly ( 10 )

    • Radiator ( 6 )

    • Chock/Plate/Mechanism ( 1 )

    • Throttle Body ( 1 )

    • Complete unit ( 10 )

  • Conforl Panel

    • Boards ( 2 )

    • Module ( 1 )

    • Battery Charger ( 1 )

    • Battery Cable ( 1 )

    • Fan ( 1.5 )

    • Gov. Driver ( 1 )

    • Voltage Regulator ( 2 )

    • Transformer ( 1 )

    • On / Off Switch ( 0.5 )

    • Exercise Switch ( 0.5 )

    • All Solenoids ( 1 )

    • Ignition Coil ( 1 )

    • Relay ( 1 )

    • Regulator Assembly ( 1 )

    • Controller Assembly ( 1 )

    • Contactor Assembly ( 1 )

    • All Sensors ( 1 )

    • Generator

    • Rotor ( 10 )

    • Stator ( 10 )

    • Transfer Switch ( 3 )

    Engine

    • Complete Engine ( 5 )

    • Cylinder head Assembly ( 3 )

    • Stepper Motor ( 1 )

    • Starter ( 1 )

    • Pulleys ( 1.5 )

    • Oil Pressure Switch ( 1 )

    • OII Drain Valve ( 1 )

    • Mag Pickup / Magneto kit ( 1 )

    • High Temp Switch ( 2 )

    • Coolant Plug ( 2 )

    • Anti Freeze Cap ( 0.5 )

    • Hose Cap ( 0.5 )

    • Alternator ( 1 )

    • Muffler Assembly ( 10 )

    • Radiator ( 10 )

    • Chock/Plate/Mechanism ( 1 )

    • Throttle Body ( 1 )

    • Complete unit ( 10 )

Examples of Available Marketing

No matter what trades you service coolCARE can help you build an offering that works for your business to protect your customers new equipment purchase and all future service needs. Each of these tools help contractors explain the coverage being offered and what is expected when each selection is purchased.

FREE Coverage Outlines

HVAC Systems

Water Heaters

Branded Consumer Opt In or Out Marketing

Coverage outlines are beneficial when explaining the limited coverage that each manufacturer warranties provide. So, if you decide to include an extended coverage option into an equipment proposal or making it separated option to purchase from the equipment job, these options are a great tool to do either plan to protect.

We create these options for FREE

Residential HVAC Systems

Commercial HVAC Systems

Residential Water Heaters


Generators

Ductless Mini-Splits

Standby Generators

How to Enroll

Pay nothing until you purchase your first protection plan.

  1. Visit Our Website and complete the dealer enrollment form - We’ll use the information entered to create dealer marketing, and setup your dealer resource hub to make you experience better.

  2. Choose Your Billing Account Setup - We have 2 billing account options

    1. COD Point of Sale - Pay with a credit card stored on your billing account automatically charged when you order a warranty

    2. Net 30 Credit Account - Pay invoices and view statements on our online payment platform with net 30 terms

  3. Start Building and Selling Protection - Use the coolCARE price library to pick the coverage that works for your business of each equipment type your sell. Each price library has a suggested retail price should you need help with establishing a warranty agreement charge (amount you sell the coverage for).

Dealer Resource Hub

Each customer gets access to you a customized resource hub upon enrollment. This will ensure that a new team member for your company can access all the tools available through coolCARE.

Welcome Dealer NAME!

Here you can view your credentials, current coverage cost, access your marketing, place orders, submit claims, and request help.

Account Details

Portal Account #:12345

Billing Account # 123456

Phone # ( ) -

Primary Contact Name:

Primary Email:

Warranty Purchaser

Claim Email:

Account Payable Contact:

The portal manual is a how to guide for the dealer portal above. This list specific instructions to navigate the 3 tab dealer portal. Should you need assistance you can call or email the support team or your coolcare account manager.

Program Advantages

  • Covers all brands of equipment
  • Offer up to 2 years from installation
  • Fully insured and legally compliant
  • $125 & $175 per hour labor rate options
  • Transferable to new homeowner within 90 days($30 transfer fee)
  • All plans start 91st day from purchase date
  • Free sales training upon request
  • Up to 60 days to submit claims.
  • Claims are paid within 30 days.

Resource Links

The 3 tab dealer portal is where all orders, agreements, and claims are housed. You can place an order here, file a claim, check the claim status, and view and export agreements

The dealer price library lists out each equipment type, term, and coverage. Its important to know what the manufacturer’s limited part warranty period is for each equipment brand you sell when making selections.

The quick order link will have a prefill with your dealer account # and order preferences already selected. If you need to update this just email support or connect with your coolcare account manager.

The quick claim link will have a prefill with your account information. 1.Locate the agreement # with the search. 2.Upload the necessary documents to each upload box, select. 3.Choose

For net 30 account types you can access the online payment platform to access all invoices and make payments via credit card, debit cards, and ach bank debits.

Request a change to a policy here. You can change homeowner details, equipment model and serial numbers, Installation dates and Agreement charge. To change coverage a policy must be cancelled and reordered.

The labor allowance table list out each repair type and the allowance multiplier based on which labor rate that was purchased at the time of registration.

This document outlines what coolCARE requires technicians to document on a service ticket when a coolCARE customer needs a warranty repair made. It also list each document needed to file the claim for reimbursement.

1 simple form for new homeowners to complete to transfer to their name. Homeowners have 90 days from closing to complete.

Want to eliminate paper checks for approved claims? This form will allow you to setup a bank account to for all claims from Trinity Warranty (coolCARE’s obligor for claims payment fulfillment.

Custom Dealer Marketing