IAS CONNECT 3.0eIAS CONNECT | USER’S GUIDE Page 3 of 27 NAVIGATING IAS CONNECT Each general area...
Transcript of IAS CONNECT 3.0eIAS CONNECT | USER’S GUIDE Page 3 of 27 NAVIGATING IAS CONNECT Each general area...
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TABLEOFCONTENTS
ABOUTIASCONNECT......................................................................................................................................2ACCESSINGIASCONNECT..........................................................................................................................................2FUNCTIONALITYINIASCONNECT.............................................................................................................................2NAVIGATINGIASCONNECT.......................................................................................................................................3IASCONNECTVIDEOLIBRARY...................................................................................................................................3GETTINGADDITIONALHELP......................................................................................................................................3
CONTRACTLOOKUP........................................................................................................................................5PERFORMINGADDITIONALACTIONSWITHLOCATEDCONTRACTS..........................................................................6
CLAIMS............................................................................................................................................................8LOOKINGUPACLAIM...............................................................................................................................................8VIEWINGCLAIMDETAILS........................................................................................................................................10UPLOADINGCLAIMPHOTOS...................................................................................................................................10CREATINGACLAIM.................................................................................................................................................11
CANCELLATIONS...........................................................................................................................................14GENERATINGACANCELLATIONQUOTE..................................................................................................................14
ELECTRONICPROCESSING............................................................................................................................17ELECTRONICALLYREGISTERINGANEWCONTRACT................................................................................................17REMIT,VOID,ORVIEWCONTRACTDETAILS...........................................................................................................22VIEWPREVIOUSLYGENERATEDREMITREGISTERS.................................................................................................26
Rev3.0e
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ABOUTIASCONNECT
IASCONNECTisanall-in-onetoolwhichcanbeutilizedtoperformavarietyoftasksrelatedtoproductsadministeredbyIAS.IASCONNECTallowsusers,withappropriatepermissions,tolookupcontracts,dealwithclaims,processcancellations,andconductbusinesselectronically.
ACCESSINGIASCONNECT
IASCONNECTcanbeaccessedfrommostdesktopcomputersandmobiledevices,althoughofficialsupportcurrentlyexistsforonlydesktopcomputers.IASCONNECTcanbeaccessedbyvisitinghttps://connect.iasdirect.com,orviathecorporateIASwebsite,https://www.iasdirect.com.
AllIASCONNECTfunctionalityrequiresaloginnameandpassword.Ifyoudonotalreadyhavealogin,clickonthe“Register”buttonintheheaderofthepage.CompletethenecessaryinformationontheloginregistrationpageandarequestwillbesenttotheIASClientServicesteam.Pleaseallowuptotwobusinessdaysforthelogintobecreated.
Ifyouhavealogin,butneedtoresetyourpassword,youcanclickonthe“Forgotpassword”buttonontheLogInpage,whichwill result inanewpasswordbeing sent to theemailon file. Thatemailwill contain instructions forhow to reset yourpassword.
FUNCTIONALITYINIASCONNECT
IASCONNECTallowsuserstoperformseveraldifferenttasksdependingonpermissionlevels.Thesiteisorganizedbygeneralfunctionalarea:
§ CONTRACTLOOKUP–LookupcontractdetailsandclaimhistoryforanyIAScontractandperformactionsonanylocatedcontract,suchascancellations,claimshistory,orfilinganewclaim
§ CLAIMS–Viewexistingclaimsandtheirhistory,uploadclaimdocumentsandfilenewclaimsoncertaintypesofcontracts
§ CANCELLATIONS–GeneratecancellationquotesforIAScontractsanduploadcancelationdocuments
§ ELECTRONICPROCESSING–ElectronicallyregisterIAScontracts,remitpendingeContracts,andviewelectronicremittancehistory
§ AGENTSERVICES–AllowsIASagentstoordersuppliesandrequestdealershiplogins
§ RESOURCES–Viewsignuppaperwork,sampleforms,MSDSsheets,andtraining/installationvideosrelatedtoIASproducts
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NAVIGATINGIASCONNECT
EachgeneralareaofIASCONNECTcanbeaccessedfromthelandingpageandcanalsobeaccessedfromthetopmenubaroneachpage.Ifyourlogindoesnothavetheappropriatepermissions,theselinkswillbedisabled.ThefirstimagebelowshowstheIASCONNECTlandingpage,whilethesecondimageshowsthetopmenubar.
IASCONNECTVIDEOLIBRARY
TheIASCONNECTquickstartlibraryofvideosisgrowing.HelpfulquickstartsfortaskslikeRemittance,HowToFileAClaim,DocumentUploadsandmore.Availableatthelinkbelow.
IASCONNECTVideoLibraryThepasswordislowercase‘ias’.
GETTINGADDITIONALHELP
IAS CONNECT is supported by the IAS Client Services team. This team can assist with usage questions, issues withlogins/passwords/permissions,andcanalsoconductonlinetraining.YoucancontacttheIASClientServicesteamat(800)346-6469,[email protected].
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CONTRACTLOOKUP
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CONTRACTLOOKUP
TheContractLookupareaallowsyoutosearchforcontractsadministeredbyIAS.Onceacontractislocated,youcanviewadditionaldetailsofthecontract,viewclaimshistoryforthatcontract,initiateanewclaimforcertaintypesofcontracts,andinitiateacancellationfornon-expiredandnon-cancelledcontracts.
YoumustbeloggedinpriortoaccessingtheContractLookupareaofIASCONNECT,andyourloginmusthavepermission.Certainactions,suchasinitiatingaclaimoracancellation,requireadditionalpermissionstobeset.
Thetopmostsectionisanareawheresearchparametersaresupplied.DealerandProductselectionfieldsallowyoutoselectadealerand/oraproductonwhichtosearch.Underthatisanarealistingoutanycontractswhichmatchthesearchparameters.Coloredstatusiconstotheleftofeachfoundrecordindicatewherethatrecordisintheadministrationprocess.Green=Active,Red=CancelledandGray=Expired.
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Youmustenteratleastonesearchparametertoconductasearch.Youcansupplyasmanyparametersasnecessarytolocatethecontract.Thebuyerfirstandlastnamefieldsallowyoutodoapartial“startswith”search.
Oncesearchparametershavebeenentered,clickthe“Search”buttontoperformthequery.Anycontractsmatchingthesearchparameterswillbeshownintheresultsgrid.
*AlsonotethatCONNECTallowsyoutosearchdeeperonjusttheVINandthebuyerfirst/lastinitialbyclickingthelinkpicturedbelowhighlightedinbluetext“Ifyouareunabletolocatethecontact…”.Thiswillallowyoutolocateandassistapolicyholdersevenifthepolicywaspurchasedthroughadifferentlocation.”
PERFORMINGADDITIONALACTIONSWITHLOCATEDCONTRACTS
Generalinformationisdisplayedforeachlocatedcontract.Toseeadditionalcontractdetails,clickontherowrepresentingthecontract,whichwillcausethatrowtoexpandandlistouttheadditionalinformation.
Clickthe“Viewcontractdetails”button" intheActionscolumnfordetailsonthatcontract,,thisbuttonwillbedisabledifyourlogindoesnothavetheappropriatepermissions,orifthecontracthasnoclaimshistory. Toinitiateanewclaimforanylocatedcontract,clickthe“Initiateclaim”button#intheActionscolumnforthatcontract.Thisbuttonwillbedisabledifthecontractdoesnothaveaproducttypecompatiblewithonlineclaims,orifyourlogindoesnothavetheappropriatepermissions,orifthecontractisexpiredorhasbeencancelled.SeetheClaimssectionofthisuser’sguideforadditionalinformationontheclaimfilingprocess. Toinitiateacancellationrequestforanylocatedcontract,clickthe“Generatecancelquote”button$%intheActionscolumnforthatcontract.Thisbuttonwillbedisabledifyourlogindoesnothavetheappropriatepermissions,orifthecontractisexpiredorhasbeencancelledalready.
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CLAIMS
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CLAIMS
TheClaimsareaofIASCONNECTallowsyoutosearchforclaimsfiledonIAScontracts,uploaddocumentsandfilenewclaimsonline.YoumustbeloggedinpriortoaccessingtheClaimsareaofIASCONNECT,andyourloginmusthavetheappropriatepermission(s).
LOOKINGUPACLAIM
FromtheClaimspage,youcanaddandfindclaims,orfilterthepresenteddefaultlist,sortingbyclaimstatus,product,dealersandrecentmonths.Underthatisanarealistingoutanyclaimswhichmatchthesearchparameters.Oncesearchparametershavebeenadjusted,anyclaimsmatchingthesearchparameterswillbeshownintheresultgridbelow.
Clickthe“Findaclaim”buttontoopenawindowwithmoreadvancedsearchoptionstolocatetheclaim.
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Youmustenteratleastonesearchparametertoconductasearch.Youcansupplyasmanyparametersasnecessarytolocatethecontract.Thebuyerfirstandlastnamefieldsallowyoutodoapartial“startswith”search.
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VIEWINGCLAIMDETAILS
Generalinformationisdisplayedforeachlocatedclaim.Thispagedynamicallyshows/hidesinformationbasedonavailability,socertainclaimtypeswilldisplaysubstantiallymoreorlessinformationthanothers.Clickthemagnifyingglass( )undertheActionscolumntoseedetailsontheclaim.Clicktheuploadicon( )undertheActionscolumntouploadphotosfortheclaim.
UPLOADINGCLAIMPHOTOS
Forclaimsundercertainstatus,theIASClaimsDepartmentmayrequestadditionalphotosordocumentation.Youcanuploadsuchinformationdirectlyfromtheclaimdetailscreen.Clicktheuploadicon( )undertheActionscolumntouploadphotosfortheclaim.
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CREATINGACLAIM
TostartanewclaimusingIASCONNECT,gototheClaimslandingpageandselectthe“Addnewclaim”button,thenontheCreateaclaimpage,selecteitherthe“GotoContractLookup”or“FilebyVIN”button.
Thenlocatethecontractusingthesearchoptions.
Onceyouhavefoundthecontractandarereadytofiletheclaim,clickthe“Initiateclaim”button#intheActionscolumnnexttothecontract.
NotethatIASCONNECTcurrentlysupportstheonlinefilingofclaimsforonlyGAP,andTireandWheelcontracts.Additionalclaimtypeswillbeaddedinthefuture.
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Theonlineclaimsprocessisaguided,stepbystepprocessthatvariesfromcontracttocontract. Italwaysstartswithanoverviewscreenwhichexplainstheguidelinesandrulesrelatedtoautomaticauthorization.WithIASCONNECT,therearethreepossibleoutcomeswhenaclaimisfiledonline:
§ APPROVEDWITHAUTOMATICAUTHORIZATION–Thevastmajorityofclaimsfiledwillresultinapprovalwithautomaticauthorization,meaningthatnoadditionalpaperworkordocumentationwillberequiredtopaytheclaim.
§ APPROVEDWITHOUTAUTOMATICAUTHORIZATION–Certainclaimparameters,suchasahighrepaircostorextensivedamage,willrequireadditionalresearchfromtheIASClaimsTeam.Inthesecases,youwillreceiveapprovalwithoutautomaticauthorization,meaningthattheclaimwillnotbepaiduntilthatdocumentationhasbeenreceivedandprocessed.
§ DENIED–Certainclaimparameterswillresultinanautomaticclaimdenial.Inthesecases,youwillclearlyseethattheclaimhasbeendenied,alongwithanexplanation.
Beforeproceedingwithfilinganonlineclaim,besureandhaveallinformationrelatedtothevehicleandclaimavailable.Youwillneedthevehiclemileageatthetimeoflossandtherepairorderand/orinvoicefortherepair.
Onceyouhavethisinformationready,followtheon-screenpromptstocompletetheonlineclaimsprocess.Keepinmindthatonceyou’vefiledyourclaim,whetheronlineorviatheIAScallcenter,youcanutilizeIASCONNECTtotrackthestatusoftheclaim.
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CANCELLATIONS
$%
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CANCELLATIONS
TheCancellationsareaofIASCONNECTallowsyoutoinitiatethecancellationprocessforanon-expired,non-cancelledIAScontract.Theend-resultoftheCancellationsprocessisthatanewcancellationquotewillbegenerated,completewithallcontractandothernecessary information. Once thecancellationquotehasbeengenerated, thatquote,alongwithanysupportingdocumentation,mustbesubmittedtotheIASCancellationsTeam.ThepreferredmethodwouldbetouploadthroughCONNECT(see*below),orsubmitviafax,emailorpostalmail.
GENERATINGACANCELLATIONQUOTE
AccesstheContractLookupareabyclickingonthe“CONTRACTLOOKUP”icononthemainpage,orbyclickingon“ContractLookup” inthemenubarwhich isshownonallpagesthroughoutthesite, then locatethecontract tobecancelled. ForadditionalinformationontheContractLookupprocess,reviewthe“ContractLookup”sectionofthisuser’sguide.
Toaccessthecancellationquotegenerator,clickonthe“Cancelcontract”icon$%nexttothecontracttobecancelled.Youwillberedirectedtoapagewhichwillaskforanyadditionalinformationneededtocancelthecontract,asshownintheimagebelow.Onthispage,supplyvalidinformationforallrequiredfields,thenclick“Submit”togeneratethecancellationquote.Note that based on the cancellation reason, different and/or additional documentationmay be required to finalize thecancellation.
Onceallinformationhasbeencorrectlyentered,acancellationquotewillbegenerated.Thecancellationquoteconsistsofthreepages,theCustomerscopy,thedealerscopyandtherequireddocumentationneededtocompletethequote.
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Ufbn.ThepreferredmethodwouldbetouploadthroughCONNECT,orsubmitviafax,emailorpostalmail.
*TouploadthroughCONNECT,clickonCancelations,locateandselectyourWAITINGquote,thenclickthe“View/uploaddocuments”buttontoviewreceived,oruploadmoredocuments.
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ELECTRONICPROCESSING
&
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ELECTRONICPROCESSING
TheElectronicProcessingareaofIASCONNECTallowsyoutoelectronicallyregisterIAScontracts,remitpendingeContracts,and view electronic remittance history. Youmust be logged in prior to accessing the Electronic Processing area of IASCONNECT,andyourloginmusthavetheappropriatepermission(s).
To access the Electronic Processing section, click on the ElectronicProcessing button on the main landing page or click on ElectronicProcessinginthetopnavigationmenu.TheElectronicProcessingareaofIASCONNECThasasub-menuwithvariousoptions,asshownintheimageontheright.
ELECTRONICALLYREGISTERINGANEWCONTRACT
IAS CONNECT allows authorized users to electronically register contracts. By registering contracts electronically, thepossibility of rate and contract errors is nearly eliminated. Electronic registration canbeusedbydealership accountingoffices,whentheF&Idepartmentstillusesthreepartpaperforms,orbytheF&Iofficedirectly,inwhichcaseanelectroniccontractisgeneratedandcanbeprintedandhandedtothecustomer.
Toelectronicallyregisteranewcontract,clickonthe“GENERATECONTRACTS(EZ-REGISTER)”linkintheElectronicProcessingsub-menu.Thisisamulti-stepprocesswhichwillvaryfromdealertodealerandcustomertocustomerdependingonthetypesofwarrantiesavailable,andthetype(s)ofwarrantiesselectedforagivencustomer.Thegeneralorderofthisprocessisshownatahighlevelhere,andeachstepisbrokendownindividuallybelow.
§ Specifycontractdateandvehiclepurchased§ Selectoneormoreformspurchasedbyasinglecustomer§ Supplyanyadditionalinformationrequiredfortheselectedforms§ Selectplansforeachspecifiedform§ Specifyeitheranindividualorabusinessasthecustomer§ Supplyadditionalcustomerdetails
SPECIFYCONTRACTDATEANDVEHICLEPURCHASED
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Tobegin,firstverifythatthecontractstobecreatedareunderthecorrectdealerlocation,indicatedatthetitlebarofthescreen,thenenterthecontractdateandtheVINofthevehicle.TheVINwillbedecoded,andthevehicleyear,make,andmodelwillbedisplayed.Belowthat,enterthevehiclemileage.Theentryofthedeal/stocknumberisnotrequired,butmaybeusefulduringtheelectronicremittanceprocess.
SELECTONEORMOREFORMSPURCHASEDBYASINGLECUSTOMER
IfthedealershipissetupwithmultipleIASforms,thisstepallowsyoutoindicatewhichform(s)thiscustomerhaspurchased.Simplycheckoffeachformonthelistforthiscustomer.
SUPPLYANYADDITIONALINFORMATIONREQUIREDFORTHESELECTEDFORMS
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Some form selectionswill require you to enter additional informationthatcannotbedeterminedbasedontheVINofthevehicle.Thisstepwillvarybasedonformselections,butanexampleisshownontheright.
SELECTPLANSFOREACHSPECIFIEDFORM
Inthisstep,atableisshownlistingouteachformselectedatthebeginningoftheprocess.Foreachlistedform,youmustassignaplandeemedvalidforthespecifiedvehicle.Starttheplanselectionprocessbyclickingonthe“Selectaplan”button.
Theplanselectionprocessvariesbasedonthetypeofplananditsoptions.Someplansdonotvarybytermordeductible,andsomeplansdonothavesurcharges.Ifthisisthecase,thoseaspectsofplanselectionwillautomaticallybeskipped.
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Asplanselectionschange,therightsideoftheplanselectionwindowshows the details of the selected plan, including dealer costinformation.
Onceplanshavebeenassignedtoall forms,andretailpriceshavebeen supplied for each plan/form combination, click the “Next”buttontoproceed.
SPECIFYEITHERANINDIVIDUALORABUSINESSASTHECUSTOMER
If the purchaser of the contract is an individual, select the “Buyer is anINDIVIDUAL” option and enter the buyer first and last name, and optionallyenterthebuyermiddleinitial.
Ifthepurchaserofthecontractisabusiness,selectthe“BuyerisaBUSINESS”optionandenterjustthebusinessname.
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SUPPLYADDITIONALCUSTOMERDETAILS
Choose and existing lender, or create a new lender. Enter the lender street address and zip code. The zip code willautomaticallybedecodedandthecityandstatewillpopulateautomatically.Clickthe“Next”buttontoproceedtolenderselectionifapplicable.
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REMIT,VOID,ORVIEWCONTRACTDETAILS
Toremit,void,orviewdetailsofpendingcontracts,clickonthe“VIEW/REMITPENDINGCONTRACTS”linkfromtheElectronicProcessingsub-menu.Upondoingsoandthenselectingadealer,alistofallpendingelectroniccontractswillbeshown.ThislistwillincludeanycontractsregisteredonIASCONNECT,eContractsgeneratedthroughSmartMenu,aswellaseContractsgeneratedfromoutsidemenusystems,portals,andDMSsystems.Thislistwillnotincludeanypapercontracts.
Oncethelistofelectroniccontractsisdisplayed,thereareavarietyofwaystomanipulatethedisplayeddata,andthereareseveralcontractspecificactionsthatcanbetaken.Eachisdescribedseparatelybelow.
SELECTINGCONTRACTSTOREMIT
Bydefault, eacheContract that ispendingwill notbe selected. To select contracts toremit,simplyclickonthecheckboxontheleftsideofthecontractrow.
Alternatively,youcanselectgroupsofcontractsusingavarietyofcriteria.Forexample,youmightwanttoselectonlycontractsgeneratedinacertainmonth,orofaparticulartype.Toaccessthisgroupedselectionfunctionality,clickonthe“Select…”buttonatthetopofthelist.
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VIEWINGCONTRACTDETAILS
Toviewhighleveldetailsofthecontract,clickanywhereontherowwiththecontractinquestion,thiswillcausethatrowtoexpand(seesecondimagebelow)andshowothercontractdetails,suchastheform,program,anddeductible.TheActionscolumniconsallowyoutoEdit ,SetRewardRecipients ,Viewthecontract ,andDelete thecontract.
VOIDINGAPENDINGELECTRONICCONTRACT
Tovoidapendingelectroniccontract,clickonthexiconintheActionscolumnfortherowwiththecontractinquestion.
Youwillbepromptedtoenterareasonforthevoidforauditingandsecuritypurposes.
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GENERATINGAREMITREGISTER
Beforeattemptingtogeneratearemittanceregister,atleastonependingcontractmustbeselected.Ensurethatatleastonecontractinthelisthasbeenmarkedasselected,thenclickonthe“FinalizeRegister”button.Notethatthisbuttonisshownatthetopandbottomofthecontractlistandwillchangeto"Finalizeregister/addcancellations"ifpendingquotesexist.
Anewpagewillbedisplayedshowingsummaryinformationfortheregister.Thenumberofcontractsandremittancedollaramountswillbedisplayed.
Reviewthisinformationforaccuracybeforeproceeding.Onceyouhaveconfirmedtheinformationonthesummarypage,enter whatever identifying information is helpful in the “Dealer reference number” box and then click the “Generateremittanceregister”button.
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Aprintableregisterwillbecreatedandwillopeninanewtab/windowinyourbrowser.Fromthiswindow,youcanprinttheregister.Onceprinted,generateacheckwiththedollaramount(s)shownontheregister,thenmailtheregisterandchecktoIAS.ThereisnoneedtomailtheactualcontractstoIAS.
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VIEWPREVIOUSLYGENERATEDREMITREGISTERS
To view a previously generated remit register/batch, click on the “VIEW PREVIOUS REGISTERS” link from the ElectronicProcessingsub-menu. Upondoingsoandthenselectingadealer,a listofallpreviouslygeneratedelectronicremittanceregisterswillbeshown.
The“Datereceived”columnshowsthedate,ifapplicable,thattheregisterwasreceivedandsuccessfullyprocessedbyIAS.
Tovieworprinttheactualbatch,clickonthemagnifyingglassicon intheActionscolumn.ToUnwindthebatch,clickonthebrokenpaperclipicon ,andtoexportthebatchtoaCSVfile,clickthepenicon .
Toviewotherdetails,clickontherowrepresentingtheregistertoexpandandseethefulldetails,asshownintheimagebelow.Toviewandprintindividualcontractsinabatch,clickthedocumenticon'.
Newcontractshavedocumenticonstoseethecontract,however,thecancellationsaddedtothebatchdonot.
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IAS CONNECT is supported by the IAS Client Services team. This team can assist with usage questions, issues withlogins/passwords/permissions,andcanalsoconductonlinetraining.YoucancontacttheIASClientServicesteamat(800)346-6469,[email protected].