Reahard & Associates Inc. today announced the release of the latest version of F&I Insight, the premier F&I transaction recording and review service designed for F&I professionals to improve training, ensure compliance, protect dealerships and increase profits.
Today dealers need a mechanism that confirms the details of F&I transactions – details beyond the signed documents. Recorded transactions provide proof the customer was given the opportunity to purchase voluntary protection products, their options were presented, and they chose the product(s) and service(s) that would best meet their needs. The hundreds of dealerships presently using F&I Insight have found the value of the service in its additional layer of compliance.
In addition to the compliance aspect, F&I Insight is widely used as a training tool – by F&I trainers, F&I directors, and agents throughout the industry. It provides a window into where F&I managers are excelling and where they have room for improvement. Think of it as your F&I office's game tape. Once an F&I manager sees he or she is not engaging the customer in meaningful needs discovery or not homing in on the customer’s body language, they are able to make the necessary changes and continue their growth as an F&I professional.
So, what’s new with F&I Insight? The latest update eliminates the need to install anything on the user's PC. The fully web-based service is designed with the following in mind:
Easy recording of F&I transactions
Cloud-based secure storage of recorded transactions for 90 days to seven years
Aid in training and compliance
Leverage of insights to improve customer satisfaction
The new features of F&I Insight include:
Multifactor authentication – The powerful tool adds an extra layer of protection to your account, ensuring sensitive data stays secure. Users can use SMS text or an authenticator app.
Robust permissions - Designed to give you greater control and flexibility. The feature ensures the right people have access to the right information.
New dashboard - Get a quick, comprehensive overview of a dealership’s activity and performance.
Extensive reporting - Tailored to give you deeper insights and clarity on individual performance
Adjustable playback speed - Adjust playback to fit your pace and optimize how you interact with your content.
Picture-in-picture - Streamline reviewing with a new pop-out video while completing your customizable checklist.
Reahard & Associates has been dedicated to helping agents and their dealers maximize profitability, improve compliance, and enhance customer satisfaction for over two decades. With innovative tools like F&I Insight, we aim to empower your F&I department to excel.
If you would like further information about F&I Insight, please call 866-732-4273 or schedule your free demo of F&I Insight here.
