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?

List your goals

PVR

Fin %

VSC %

GAP %

Tire %

Other

Other %

Are you hitting your goals?

Yes

Incentives above pay plans for selling any products

Do you get 100% turn from Sales?

Yes

If no, why?

What products do you offer in F&I?

Any product pricing guidelines?

Any products you don't have but would like to offer your customers?

Any products you would eliminate?

What is your strongest product offering and why?

When does F&I get involved in the car deal?

What is the F&I process?

Time it takes to get customer to F&I

Time to get them out

Does the current sales process effectively support F&I?

Yes

Why

Do you attend any sales meetings?

Yes

What is your role?

How do you handle current compliance issues?

Any training?

Any formal F&I Training? Who?

Do you sell VSC on the service drive?

How many?

Incentives?

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

DNA - Finance Manager

List your goals