Our F&I Services
Commitment to our dealers' needs will always be our number one priority. Because our success comes from your success, we want to make sure you have the training and tools you need to succeed.
We have the ability, as an independent agency, to customize our services to fit your dealership. You can see our primary service offerings below, but we would love to speak with you to find out how we can serve you best.
Our Primary Service Offerings Include:
Menu Selling System
Using a completely customizable menu system will help your employees offer all of your F&I products all of the time. The right menu system can increase employee productivity and your bottom line.
Our recommended provider of menu systems is MenuVantage, the Unfair Advantage. MenuVantage is a truly customizable web-based menu system featuring bi-directional integration with major dealer management systems (DMS). Using a web-based menu system instead of installed software will save you overhead costs, keep your data secure, and allow your agents to update your system from anywhere.
Production & System Monitoring
To ensure your continued success, we monitor your dealership’s performance on a regular basis. Relying on our years of experience in automotive retail sales and F&I, we can help you maintain employee productivity and achieve your optimal earning potential.
We can provide you with monthly reports, which can show loss ratios and missed opportunities. We will help you catch any problems early on and work with you to find a solution. As part of our promise to provide the best service in the industry, we will even go over each report with you to make sure you fully understand what your dealership is doing right and where it could use some improvement.
Reinsurance Programs
Owning your own Reinsurance Company will enable you to increase your profit on each sale through the underwriting of insurance and other related products. Unlike factory programs from the manufacturers, which offer little or no underwriting profit for your dealership, by offering your own insurance and protection plans you can participate directly in the underwriting profits.
We understand setting up a reinsurance program can be a complex task, but we will handle it for you from start to finish.. Starting with the formation of an offshore reinsurance company, we will advise you on our progress each step of the process, and train you and your staff on selling techniques and compliance with standards and regulations, and finally monitor your performance on a monthly basis to help you optimize your profits.
Sales and F&I Training
It’s not just about having the right tools; you need to know how to use them. We offer a variety of training options for your dealership’s management and sales teams. We will personally train them on each product or service we provide, including initial training and any follow-up training as needed. Your managers and staff will learn how to sell your F&I products effectively while complying with all regulations.
Our training programs are tailored to the specific needs of the sales department, team, organization and marketplace. The programs take a results-based approach, which incorporates the best in professional development and sales training.
We have also partnered with companies like Allstate to bring you training courses on sales techniques, F&I news, and more. These courses are regularly scheduled throughout the nation and available to your entire team. Click here to view Allstate’s current training schedule.
AFIP Certification
As an AFIP certification agent, we can help you and your team become AFIP certified.
We like to think F&I isn’t just about making money; it’s also about keeping money.
The primary goal of AFIP (Association of Finance & Insurance Professionals) certification is to provide training to your staff that will help keep you out of court. However, Allstate will also provide you with up to $10,000 for legal fees depending on your staff’s certification levels.
Compliance Program
Today’s Auto Dealer is looked at as a Financial Institution, which requires compliance with the Safeguards Rule and Red Flags Rules as well as other requirements imposed by Federal Laws pertaining to Financial Institutions regarding Protection of Non-Public Information and the prevention of Identity Theft.
Automotive Assurance Group, an independent General Agency, has developed a compliance program designed to address the needs of today’s Auto Dealer. This turnkey solution can be included in the cost of each vehicle a dealership delivers and may be passed on to the dealerships customers. This creates the potential for turning compliance into a profit center.

