Customers Today Expect a Seamless Sales Process Across Channels
The Digital F&I Guide includes tools and recommendations for digital and omnichannel sales transactions. Omnichannel experiences are those that can move easily between channels – from digital retail and chat, to phone, in-person and more.
Quick Start Guide arrow_forwardThe right software tools are essential to providing the smooth digital process customers expect.
Find solutions based on a customer's unique purchase path and their channel preferences.
Identify customer types using the BEST framework, then personalize your sales technique to them.
The Customer Purchase Path
Research & Discovery arrow_forward
Customers who learn about F&I during their car-buying research are more likely to purchase products.
Customer Pathways
Tools & Resources
- videocam Match Customer's Preferences, Increase Profits
- list F&I Product Videos & Digital Brochures
- list F&I Fast Facts
- list Script: F&I Solution Stories
- list Needs Assessment Checklist
- pie_chart Sample Visual: Cost Over Time
- content_copy Email Template: Dealership Welcome Message
- textsms Texting Template: Dealership Welcome Message
Shopping & Test Drive arrow_forward
Think like a digital concierge to provide a seamless shopping experience across channels, taking advantage of the unique opportunity the test drive presents.
Customer Pathways
Tools & Resources
Transition to F&I arrow_forward
Leverage sales staff and digital inputs to ensure a cohesive transition and unearth customer needs to be addressed during F&I sales.
Customer Pathways
Tools & Resources
Needs Assessment arrow_forward
Use digital tools to assess your customer, their needs and their lifestyle where it is most comfortable for them.
Customer Pathways
Tools & Resources
F&I Presentation arrow_forward
The best F&I presentations are tailored to the customer’s unique needs and channel preferences.
Customer Pathways
Tools & Resources
- list F&I Product Videos & Digital Brochures
- list F&I Fast Facts
- list Presentation Template: Virtual F&I Presentation
- list Script: F&I Solution Stories
- list Digital Menu Best Practices
- list Objection Handling Techniques
- list Finalizing the Omnichannel Sale: Documents & Delivery
- videocam Inside Vehicle Service Contract Sales - The Customer Qualification Rule
- videocam Inside Vehicle Service Contract Sales - Overcoming Common Customer Objections
- content_copy BEST: Customer Mindsets
Post-sale Opportunities arrow_forward
Follow-up with customers after they drive off the lot to increase customer lifetime value.
Customer Pathways
Tools & Resources
- stay_primary_portrait Vehicle Care by Assurant®
- list F&I Product Videos & Digital Brochures
- list F&I Fast Facts
- content_copy Email Template: Congratulations on Your New Car
- textsms Texting Template: Congratulations on Your New Car
- content_copy Email Template: Follow-up with Non-Buyers
- textsms Texting Template: Follow-up with Non-Buyers
- content_copy Email Template: End of Policy Reminder
- textsms Texting Template: End of Policy Reminder
- content_copy Email Template: Service Reminder
- textsms Texting Template: Service Reminder