Zurich Advisor IQ
AI-powered F&I training platform
Meet your new F&I advisor — built to coach consistency into every deal
Zurich Advisor IQ gives your managers a clearer way to coach and your F&I team a faster way to improve, standardizing processes, reducing variability, and helping lift product performance. This powerful platform provides in-the-moment guidance, targeted roleplay, and measurable scorecards that reinforce a repeatable, effective F&I process.
Non-stop F&I guidance, powered by your real deals
Zurich Advisor IQ is an AI-powered training platform for auto dealership F&I teams. Think of it as a digital advisor that discovers what’s working (and what’s not) and turns those learnings into teachable moments, so your team runs the same high-performing process, deal after deal.
Capture → score → coach → improve
- Capture: Automatically monitors transactions approved for recording.
- Score: Delivers scores on outcomes and process consistency within 15 minutes after a deal.
- Coach: Receive in-the-moment prompts and targeted roleplay scenarios based on each F&I Manager’s transactions, addressing specific performance gaps.
- Improve: Track PVR, PPD, utilization and process scores, by store, representative and timeframe — all in one dashboard!
Coach better behaviors to drive successful results
Zurich Advisor IQ targets coaching and roleplay to the most important areas:
- Handle objections without slowing the deal.
- Communicate product value (not just features).
- Deliver a consistent menu presentation every time.
- Follow the process that protects the customer experience.
- Reinforce effective habits deal after deal.
From onboarding new F&I Managers to sharpening seasoned veterans, Zurich Advisor IQ helps you coach to one standard.
Consistency that shows up in process and profit
With Zurich Advisor IQ, you can standardize how every F&I Manager presents to customers, handles objections and closes the deal, so customers get a consistent experience in every area. Give your managers a repeatable coaching rhythm that tightens execution, improves efficiency, and reinforces process adherence.
Benchmarks from platform users*
+20.5% average PVR lift
+29.6% average PPD lift
Want to see what deal-based coaching looks like? Ask your Zurich representative for a demo of Zurich Advisor IQ or use the submission form above.
*Benchmarks reflect average performance improvement across AutoTrainer.com platform users, measured over 6 quarters of data.
Real-world feedback from the F&I office
"Zurich Advisor IQ helped me identify where I was over-talking and costing myself results. By simplifying my presentation and consistently following the full F&I process, I’ve improved outcomes and focused on what truly drives performance."
Bryan Wiltgen
Finance/Business Manager, Ed Martin Toyota
This is intended as a general description of a software application available to qualified customers of Zurich’s F&I operations and programs, through Universal Underwriters Service Corporation, a member company of Zurich in North America. Zurich does not guarantee a particular outcome, reduction in costs, or improvement in administration or revenue and further assumes no liability in connection with the providing of this application.