F&I Roundtable Pre-Meeting Survey

A professional setting featuring a finance and insurance team discussing strategies, with a customer in the background reviewing documents, in a well-lit dealership office.

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

10 Questions2 MinutesCreated by BoostingSales101

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

F&I Roundtable Pre-Meeting Survey

F&I Roundtable Pre-Meeting Survey

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