2. • Company History
– Innovative and Results-Driven – Since 1982
• F&I Products
– Top-Rated providers with unmatched flexibility
• Training Solutions
– 11-Time Award Winning via multiple channels
• Developmental Tools
– Detailed to drive peak performance
• Results
– Immediate financial impact / Wealth Building
OVERVIEW
3. • Founded in 1982 on Fundamental F&I / Selling
Systems and Processes
• Among the First F&I Performance Companies to
Provide In-Store Training and Development
• Most Awarded F&I Performance Company in
North America
– Top F&I Training Company – 2005-2015
• Respected Industry Leader known for Innovative
Solutions that Drive Sales and Profits!
UDS HISTORY
4. • Numerous provider Relationships Allowing a
Tailored Solution for Your Store/Group
• All Nationally Recognized, A-Rated and
Customer-Focused
F&I PRODUCTS
Vehicle Service Contracts Limited Warranty
GAP Coverage Planned Maintenance
Tire & Wheel Protection Theft Protection
Environmental Protection Paintless Dent Repair
Key Coverage Lease Wear & Tear
Bundled / Combination Products
5. • Training Delivered Every Month!
– In-Class, In-Store, and Online
• Seven Primary Modules
• Three Unique Certifications
• 11-Time Award Winning
– Based on Dealer/Management Vote
TRAINING SOLUTIONS
6. • Classroom Training
– Quarterly at UDS HQ or Regional Facility
• Dealership Training / Coaching
– Weekly One-on-One or Structured Group
• Partner Portal
– Product Information to Objection Specifics and More
• Webinar Series
– Monthly, Dual Sessions, Topical, 30 Minutes
• UDS Television
– Video Compilation Online (Categorized/Searchable)
• E-Learning
– Complete Online Learning Experience
TRAINING SOLUTIONSChannels
7. 1. Control Thru Finance
2. F&I Protection Products
3. Presentation Skills and Techniques
4. Gaining Commitment
5. Lender Relations
6. Keys to Leasing
7. Advanced Management Skills
TRAINING SOLUTIONS7PrimaryModules
8. 1. F&I Certification – A full week-long session
covering all of the ‘Seven Primary Modules’
utilizing role-play, peer evaluation, with both
written and video testing.
2. F&I Ethics and Compliance Certification – A
must in today’s F&I environment covering all
relevant state and federal rules and regulations.
3. UDS AutoMenu® Certification – As a unique
selling system, this provides assurance that the
process is understood and can be delivered
effectively, yielding desired results.
TRAINING SOLUTIONS3Certifications
9. • AutoMenu® Selling System
– Composed of Three Pieces
• Presentation (Menu) Form, Step Sell Form, Final
Disclosure Form
– Features a 3-Part Delivery
• Introduction, Presentation, and Gaining Commitment
– Full e-Rating and e-Contracting
– Custom Menu Templates
– 0% Interest Financing for ALL Products
DEVELOPMENT
10. • AutoTracking® Reporting System
– Isolates Four Key Areas
• Counts, Penetrations, Dollars, and Averages
– Custom Reports for Increased Focus
• Cash Only, Lease Only, by Lender, Deal Type, and more
– Both Individual Store and Group Look
• Including ‘Ranking’ to spur competition
– DMS Integration with Validation Process
– Reports Emailed at Desired Interval
DEVELOPMENT
11. • Dealer Choice Incentive Program
– Custom Targets Adjusted Every 60-90 Days
• Staff Screening and Recruitment
– Refer the Top 3-5 Candidates
• In-Store Coaching
– Critical in the Ongoing Development of Staff
– Committed to 10-Day Service Cycle
• Strategic Analysis and Review
– Come Together Monthly, Quarterly, Annually
• Profit Participation / Wealth Building
– 33 Years of Experience Maximizing F&I Profitability
DEVELOPMENT
12. • Evaluation of Current F&I Performance
– Dissect 3+ Months of F&I Data
– Analyze Front-End Sales Process
– Deliver Thorough Report of Conclusions, as well as
Expectations of Enhancements with UDS
• Custom Program Roundtable
– Finalize Product Lineup, Compensation Plan, Profit
Sharing / Wealth Building Structure, and more
• Launch!
– Team Meeting with Senior Management Endorsing
the Partnership
NEW PARTNER PROCESS
