A salesperson’s handoff to the finance office should foster trust in the business manager and plant seeds nurturing finance and insurance product sales, Tony DiGregory, Zurich North America regional finance executive, told a training class in June.
Zurich recommends dealership sales personnel follow a script such as this when handing a customer over to the F&I office.
“Mr. and Mrs. Smith, I’d like you to meet Natalie Davis, our business manager. She will be completing the…
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