CNA National Warranty Corp | DNA

Agent Name

Dealership Name

Send To

NOTE: Please be sure to include the agent or person(s) email address(es) you wish to send this submission to. Multiple email addresses may be separated by commas.

Current Provider(s)

What do you like about them?

What could they do better?

What do you feel are the most important aspects of a provider?

Average monthly vehicle sales

Are sales increasing or decreasing?

Increasing

Decreasing

New vehicles

Used vehicles

Leased vehicles

Special

Profit-per-vehicle goal

Front

Back

Are you meeting that?

Yes

Target F&I PVR

What products do you currently offer, and why?

Do you prefer one consolidated provider or multiple?

Monthly Chargebacks

How often do you receive performance reports?

What reports do you use?

Are you comfortable with the results in F&I?

What procedures do you have in place to help with current compliance issues?

If so, is it paper or electronic?

Paper

Electronic

DMS

How is your compensation set up?

How often would you like to speak to an investment advisor for participation structure?

Does F&I receive incentives for doing a better job on product sales?

If yes, do you run any special incentives (quarterly, by product) to focus attention in specific areas?

Who are the key players in your dealership and why?

What are the 3 biggest strengths of the dealership?


1.	1st Biggest Strength
2.	2nd Biggest Strength
3.	3rd Biggest Strength

What are the 3 biggest opportunities for improvement?


1.	1st Biggest Improvement
2.	2nd Biggest Improvement
3.	3rd Biggest Improvement

Do you have any questions for me?

Additional Comments

Product Information

Factory, Coverage Levels, Reinsurance, Retro, Packs, Cost, Provider, Special Features

VSC

Certified

Lifetime

GAP

Tire & Wheel

Ancillary

Other

DNA - Dealer Principal

Product Information