F&I Roundtable Pre-Meeting Survey
F&I Roundtable Pre-Meeting Survey
Evaluate your F&I performance and identify key areas for improvement with our comprehensive survey designed for finance and insurance professionals. Answer 10 targeted questions that will help you assess your team dynamics, sales strategies, and customer engagement.
Features of the quiz include:
- Insightful questions on YTD performance
- Detailed analysis of sales team involvement
- Strategies for overcoming objections
- Best practices for upselling F&I products
Is your October YTD PRU/PVR higher or lower than it was this time last year
More than $50 Higher
More than $50 Lower
Within $50 of last years #'s
Does your Sales team actively endorse F&I products?
Yes - Very involved in endorsing Products
Somewhat - They pick and choose when to discuss products but when they do they give a solid endorsement
Rarely - They do not discuss F&I products unless a customer brings it up, but if they do, they will endorse
Never - F&I products are never discussed and if customer brings it up they actually discourage purchasing
Does your Sales team get paid on any F&I generated profit
Yes - A set spiff per product
Yes - A certain % of profit generated
No - Sales does not get paid on any F&I profit generated
Do you consistently (more than 80% of the time) conduct a Customer Interview/Needs analysis?
Yes - Conducted on the shorwoom floor within minutes of recieving deal
Yes - Conducted in Business Office as deal is being prepped
Not Really - More general building with customer in office but not structured interview to determine Customer Driving habits and Ownership expectations
Never
After a customer has chosen products, do you have an upsell strategy before moving to complete paperwork?
Yes - I have a consistent and effective process I use
Yes - but it is not consistent or very effective
No - No real strategy or process at all
Not counting Back end capped deals. Do you have consistent Pricing/Markup's established that are presented 100% without any adjustments?
Yes - Every product has a pre set markup that is presented 100% of the time without adjustment
Yes & No - Every product has a pre set markup but pricing adjustments are often made before presenting to customer
No - There are no establish product markups and pricing is determined on a deal by deal basis
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