Portfolio

F & I coaching and development logs with Auto-policy Registration

With simple input fields the system will create a comprehensive suite of reports at all hierarchy business levels (Individual, Business Manager, Dealership, Franchise, Area, Region, Group performance).

Live time performance, allows development of priority areas of weakness.

Proven results within our dealers show that with regular review and performance focus, the development/coaching reports considerably improves all areas of performance.

We have relationships with numerous General Insurers and Administrators to allow at the click of a button to register the policy without leaving the software in seconds. When you run your month end process the system completes a comprehensive check of documentation including that all policies sold have been registered to remove any risk of non-registered insurance policies.

We have automated Business Manager and Sales Advisor commission submissions and authorisations to payroll and accountants.

Sample reports