The way we are serving our customers is changing, and digital transactions are part of that new service model. Here are some best practices to keep in mind while you are selling F&I products online.
Remember that all of the compliance requirements that apply to an in-person transaction will also apply to remote transactions. Be sure to keep in mind things like red flags and the protection of customers’ personal information, just to name a few.
Setting clear expectations with your customer is important. Below is a sample email you can use to send to your customers when setting up a remote delivery over video:
Congratulations on your new vehicle!
To make your online purchase more transparent, efficient and seamless, we use a video conference to finish the rest of the transaction’s details. For the best experience, please try and have a laptop or computer equipped with a web camera available. If you don’t have access to one, feel free to use your mobile device and open or download the Zoom app using your device’s app store. The app is free to download.
Note: When installing Zoom, the app will ask if you want to allow access to the microphone and camera – select ALLOW for both.
To speed up the process, please have the following documents ready:
If you have a co-buyer, please have their information ready as well.
Meeting Link to Join: MEETING LINK HERE
Talk to you soon!
F&I Manager Name Here
Download the Zoom reference guide and quick reference resource to learn more!
The future of auto retailing isn’t as dark as many experts believe, as long as you have the talent, resources, and experience to adapt to changes taking place within the industry. If you’re looking to transform your dealership into a profit-generating powerhouse, our modern training courses can help guide the way and get your team operating at a high level.