F&I Products

The F&I (Finance and Insurance) Products menu enables dealers to configure and manage financial and insurance offerings, such as extended warranties, service contracts, gap insurance, and credit insurance. These products provide customers with additional protection and enhance their purchase experience. The F&I Products window allows dealers to record and organize these offerings, ensuring they are accessible during the sales process.

Users must first select a dealer from the Dealer dropdown list, which includes all enabled dealers from Dealer Management. Proper management of F&I products helps streamline dealer operations, providing a diverse range of options that improve customer satisfaction and efficiency.

F&I Products

Individual Products

The Individual Products section allows dealers to configure and manage specific Finance and Insurance (F&I) products offered to customers. These products may include extended warranties, service contracts, gap insurance, and other protection plans. Proper management of individual F&I products ensures that dealerships can offer a diverse range of financial solutions tailored to customer needs. Each product can be configured with essential details, including provider information, pricing, and media attachments, making it easy to integrate these offerings into the sales process.

Add New Individual F&I Product

To manage dealer F&I individual products, follow these steps:

1. Add New Product: Click Add New Product to create a new F&I product entry.
2. Select Option Provider: Choose the provider for the F&I product. Only enabled providers listed under the Integrations tab in the Dealer Profile will appear as options.
3. Input Provider Code: Enter the code assigned to the respective provider.
4. Select Option Product Type: Choose the type of product being offered based on the provider’s available products.
5. Select Option Product Name: Choose the specific name of the F&I product.
6. Input Description: Enter a detailed description of the F&I product.
7. Select Option Category: Choose the appropriate category for the product.
8. Input Markup Percentage: Enter the markup percentage applied to the F&I product. This allows the user to set a markup for vehicle insurance products.
9. Select Option Taxable: Indicate whether the product is taxable. Drop-down options are Applicable and Non-Applicable.
10. Select Option Taxable Finance Type: Choose the applicable finance type if Taxable is selected as Applicable.
11. Upload File/Pic, Add Video URL, and Brochure URL: Attach relevant media, such as images, video links, or brochures.
12. Input Video URL: Enter the video URL associated with the product.
13. Input Brochure URL: Enter the brochure URL for the product.
14. Select Option Preferred: Choose Yes or No to indicate if the product is preferred.
15. Select Option Maintenance and Service: Choose Yes or No to specify if the product includes maintenance and service.
16. Select Option Status: Choose Enabled to make the product available or Disabled to restrict its availability.
17. Managing Existing Records: Existing F&I products appear in a table view. Use the Search Bar to filter records and the ellipsis menu next to each entry to Edit or Delete a product.

Individual F&I Product

Product Bundles

The Product Bundles feature allows dealers to group multiple F&I products into a single package, offering customers a more comprehensive selection of financial and insurance options. Bundling products can enhance sales by providing value-added services in a structured and appealing manner. Dealers can create, manage, and modify bundles to align with customer needs and dealership offerings.

Add New Product Bundle

To manage dealer F&I product bundles, follow these steps:

1. Add New Bundle: Click Add New Bundle to create a new bundle.
2. Input Bundle Name: Enter the name of the bundle.
3. Input Package Description: Provide details about the bundle, including its benefits and features.
4. Select Option F&I Products: Choose from individual F&I products defined earlier. Users can select multiple products to include in a bundle.
5. Input Markup Percentage %: Enter the markup percentage applied to the bundle.
6. Drag and Drop Product Image or Browse: Upload an image representing the product bundle for better visual representation.
7. Input Video URL: Enter a video URL to showcase or explain the product bundle.
8. Input Brochure URL: Provide a brochure link for additional product details.
9. Select Option Status: Choose Enabled to make the bundle available or Disabled to restrict its availability.
10. Managing Existing Records: Existing bundles appear in a table view. Use the Search Bar to filter records and the ellipsis menu next to each entry to Edit or Delete a bundle.

Product Bundles