Automotive · Sales and finance

Finance and insurance explainer

The finance desk explains plans and add-ons in plain words, from this week’s rate sheet.

  • Tablet
  • Works offline
Tablet assistantOn this device · no internet needed

What does the extended warranty add to plan B?

A fixed amount per month for three extra years. The rate sheet shows the monthly and total cost side by side.

What is the difference between plan A and plan B?

Plan A has lower monthly payments and a final balloon payment. Plan B spreads the full amount evenly. The rate sheet shows both for this car.

Can the customer cancel the gap insurance later?

Yes, within the cooling-off period in the product terms, section 5. After that, the cancellation rules in section 6 apply.

Example conversation

The problem

Finance products, insurance add-ons and their rules change often. Explaining them clearly and consistently matters for the customer and for compliance. Staff rely on memory and printed sheets, and the explanation can vary from one person to the next.

Who uses it

Finance and insurance managers and sales consultants at the dealership. Your finance partners supply the approved product information.

What you train it on

  • Rate sheets
  • Finance product guides
  • Insurance add-on terms
  • Approved customer explanations

How it works on the device

  1. 1

    Trained on your approved materials

    Rate sheets, product guides and approved explanations.

  2. 2

    Plain-word answers

    Staff get clear explanations to share with the customer, with the sheet they came from.

  3. 3

    Rates updated centrally

    New rate sheets reach every desk in the next update.

Why it runs on the device

  • Consistent explanations

    Every customer hears the same approved wording.

  • Current rates

    Answers use the latest rate sheet.

  • Private

    Customer details are not sent anywhere to answer a question.

Questions

All use cases

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