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What to Know Before Selling Your Agency

What to Know Before Selling Your Agency

Today is a great time to be an agent. You should be congratulated for successfully navigating a tumultuous and fast-changing industry over the last 10 years. Your agency has probably progressed from delivering products to dealers to providing training, reinsurance solutions, technology and other value-adds such as compliance monitoring, recruiting and even dealer retention apps. … Read More »

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Customer Retention and What Not to Do

Customer Retention and What Not to Do

Ask yourself whether the following fact scenario is true or false: Mrs. G and her husband come to a dealer seeking to trade two vehicles for two new cars. The dealership signed a document agreeing to add leather seats to one of the new cars. When Mr. G called to ask about the leather seats, … Read More »

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You’re Not in a Mayberry Fairy Tale

You’re Not in a Mayberry Fairy Tale

I like watching old television programs. “The Andy Griffith Show” is a favorite. It depicts a simpler time. Sheriff Andy Taylor was in charge of the town, Deputy Barney Fife provided some humor, and Aunt Bea kept everyone in line. Eccentric townspeople served as the foil for many episodes. Son Opie delivered frequent life lesson … Read More »

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Compliance Management System or Compliance Training?

Compliance Management System or Compliance Training?

What is the important and significant difference between a compliance management system (CMS) and compliance training? Why is one preferable to the other in the compliance space for dealerships? A “system” has been defined as describing a set of connected parts forming a complex whole or an organized set of procedures by which something is … Read More »

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New Outlook on Leasing Opportunities

New Outlook on Leasing Opportunities

In the agent’s version of a perfect world, every opportunity in the business office with a customer would unfold smoothly. F&I professionals would present products in a compliant and consistent manner, and customers would get the products they need to protect their investments. Or better yet, informed customers would request the F&I products that fit … Read More »

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How to Answer Dealers’ Compliance Questions

How to Answer Dealers’ Compliance Questions

As trusted advisors to dealers and the dealerships they own, they look to us to provide expertise in a number of areas. We are smart enough to know what we know and how to look for help for those things we do not know. For example, if a dealer asks me to help with OSHA … Read More »

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