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Streamlined Selling System®
 


Features
Zurich has developed a menu-based selling system that is truly innovative in the industry. Our Streamlined Selling System® is easy to use because the processes in the F&I department would mirror those processes that have been proven successful in your sales department.

1) Greeting and customer interview

The F&I manager greets the customer and brings them to the F&I office. During a short customer interview, the manager matches customer needs with available F&I products. The manager then selects the products that fit the customer’s needs.

2) Demo Ride with our electronic business manager

With our electronic business manager – Take to the RoadSM – your customer takes a seat in the F&I office. At the touch of a button they take a brief “ride” by watching a presentation on the general features and benefits of F&I products such as:

  • Vehicle service contracts
  • Credit Life and Disability Insurance
  • GAP
  • Theft Deterrent systems
  • Appearance protection
  • Maintenance
  • Tire & Wheel

Dealers who consistently use Take to the RoadSM are generating phenomenal results. Customers receive a clear, concise and consistent presentation on all eligible products, every time.

Additional features:

    • Presentations are available in both English and Spanish.
    • Ability to create multiple programs to tailor the presentation to your customer’s needs and eligibility for the products.
3) Menu of product options and close

The final phase of the Streamlined Selling System® is the presentation of product options. Based on the customer interview, you can develop up to four packages that meet the particular needs and wants of each individual. By the time you reach this phase, the customer has already been informed of the benefits and features of each product, and it should be a simple selection process.

Dealership benefits

Think of our Streamlined Selling System® as The Road to the SaleSM for F&I. This easy-to-understand, consumer-friendly selling system can help protect your dealership while increasing your profits.

  • Increases profit
    by ensuring every product is presented to every customer, every time.
  • Protects the dealer’s assets
    by ensuring full disclosure of all F&I products.
  • Improves Customer Satisfaction Index
    because the Streamlined Selling System® is less confrontational, and customers see only products that they have agreed will fit their needs.
  • Reduces charge-backs
    because customers have a more complete understanding of what they’ve bought.
  • Increases efficiency
    by streamlining the sales process and decreasing the time the customer spends in the F&I office.

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