Motorcycle
Riding type, passengers, mileage, travel, storage, security, maintenance, tire and wheel specifications, electronics, accessories, modifications, and ownership horizon.
Product compatibility and eligibility lab.
Use the matrix to identify the questions that must be resolved before a product reaches the menu. The agreement controls; the lab makes the verification work visible.
How should a team use an eligibility matrix?
Begin with the actual unit, use, equipment, customer, transaction, and jurisdiction. Review each proposed product independently, record what is verified and what remains open, then compare the products for overlap, conflicting duties, term differences, administration, and customer confusion. Resolve open questions before presentation.
Product verification matrix
Eight categories. Three questions before the menu.
| Product category | Verify first | Compatibility watch |
|---|---|---|
| Vehicle service contracts | Category, age, mileage or hours, use, condition, modifications, term, level, and deductible | Manufacturer coverage, specialty components, maintenance duties, roadside or towing, and modification treatment |
| GAP or debt cancellation | Eligible transaction, unit, amount, term, insurance, maximum benefit, excluded amounts, and jurisdiction | Refundable products, accessories, deductible treatment, total-loss process, and product cancellations |
| Tire and wheel | Unit category, road or terrain use, tire and wheel type, modifications, condition, hazard definition, and limits | Cosmetic benefits, roadside service, service-contract boundaries, and aftermarket equipment |
| Appearance protection | Eligible surfaces, unit condition, application, environment, care, covered events, and fulfillment | Cosmetic wheel, windshield, dent, specialty, installation, and pre-existing-condition treatment |
| Prepaid maintenance | Unit schedule, time, mileage or hours, use, covered operations, service locations, and redemption windows | Service-contract maintenance duties, excluded services, capacity, expiration, and customer reminders |
| Theft, GPS, and recovery | Eligible unit, installation, connectivity, subscription, geography, privacy, customer action, and benefit trigger | Key or remote benefits, roadside service, insurance responsibilities, battery maintenance, and accessory installation |
| Battery and specialty | Exact covered item, component type, original or aftermarket status, condition, event, maintenance, and limit | Service-contract components, manufacturer coverage, accessories, roadside, theft, and duplicate specialty benefits |
| Bundles and packages | Every included product must qualify independently for the unit, use, customer, transaction, term, and jurisdiction | Duplicate benefits, conflicting duties, different terms, separate claims, individual prices, changes, and cancellations |
Unit-type checklist
Reset the verification when the unit changes.
ATV or UTV
Work and recreation, operators, terrain, transport, storage, commercial activity, hours, lift, wheels, enclosures, winches, electronics, and service access.
Personal watercraft
Fresh or salt water, hours, operators, trailer, storage, winterization, corrosion language, battery care, security, paired units, and seasonal service.
Snowmobile
Concentrated seasonal use, transport, storage, mileage, modifications, battery maintenance, trail use, regional service, enrollment timing, and expiration.
Multi-unit transaction
Separate eligible unit, product, agreement, term, price, serial number, activation, operator, trailer or accessory treatment, and documentation for each item.
Bundle-building lab
Five passes before approving a package.
- 01
Qualify
Verify every product independently. A package cannot make an ineligible product eligible.
- 02
Compare
Map covered item, event, benefit, exclusions, limits, deductible, term, duties, and claim authority.
- 03
Remove confusion
Identify duplicate benefits, conflicting instructions, term gaps, unclear package names, and administration that the customer could mistake as one agreement.
- 04
Show the choice
Display package and individual products, prices, terms, available changes, and optionality clearly.
- 05
Reconcile
Make the final menu, product agreements, selections, declinations, changes, activation, and delivered copies match.
Eligibility FAQ
Use the matrix without turning it into a promise.
Is this matrix a universal eligibility chart?
No. It is a verification framework. Product agreements, approved materials, unit details, use, provider rules, jurisdiction, dealership process, and qualified guidance determine actual eligibility.
Can similar products be bundled together?
Potentially, but managers should compare the covered item and event, benefit, exclusions, limits, term, customer duties, claim authority, price, and cancellation rules. Similar names do not prove compatibility or duplicate recovery.
What should happen when a unit has modifications?
Document the actual equipment and use, then verify each product using current approved references. Do not assume a modification is automatically covered, excluded, or irrelevant based on prior experience.
How should a manager use this page?
Select the unit row, review every product being considered, record open verification questions, resolve them before presentation, and use the bundle audit before final menu preparation.
Verify before menu preparation—not during the customer explanation.
Use the lab with the dealership's current agreements, then carry the resolved product set into the menu-preparation module.
Open Menu Preparation & Presentation