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Training services

Unmatched training services to help your dealership thrive

Selling isn’t easy in today’s consumer-driven world, and the people who do it deserve the strongest support. We believe F&I sales success is driven largely by two things: Product-educated customers who come to you more likely to buy and a well-trained sales team armed with effective technology.


Employee training does more than help you increase sales—it can improve the customer experience, optimize customer retention, and can even help you attract and retain employees in a tough labor market. After working with you on a thorough needs assessment, Zurich can customize a plan that draws from a broad set of proven, results-driven training programs.

  • F&I Training Seminars
  • Streamlined Selling System 4.0
  • Service Advisor Training Seminars
  • Zurich University
  • Professional development

F&I Training Seminars

Zurich offers regional F&I training seminars multiple times per year at different venues across the nation. The training is designed for dealership management and their F&I teams. Attendees walk away with stronger sales presentation skills, ways to integrate technology into the sales process, a broader knowledge of compliance issues, and the ability to deliver improved results and an optimal customer experience.

View training calendar and register online

Streamlined Selling System® 4.0

Zurich’s proprietary Streamlined Selling System® 4.0 (SSS 4.0) is a proven F&I presentation process created for today’s research-driven buyers. SSS 4.0 offers a consistent product presentation designed for transparency and full disclosure. Implementing this process allows the F&I manager to introduce customers to the benefits of a worry-free driving experience in an efficient and compliant manner designed to enhance the car buying experience and maximize F&I profit.

Service Advisor Training Seminars

Zurich, in collaboration with Steve Shaw—one of the industry’s leading service advisor trainers—offers one-day service advisor seminars in cities throughout the U.S. This hands-on, one-day training program provides service advisors what they need to know to improve their repair order performance, including proven practices that deliver results.

Find upcoming training classes and register online

Zurich University

Zurich University offers dealership employees engaging, easy to understand, role-based training on F&I Sales Presentations, Objection Handling, Compliance, Harassment and Discrimination, Service Advisor Training, and more. We continuously update Zurich University with new training topics to help you keep up with changing regulations, customer buying styles, and sales management techniques. Through the Zurich University portal, training can be assigned, measured and documented to ensure maximum engagement and efficiency.

Learn more about Zurich University

Professional and Sales Development Training 

Zurich’s team of experienced Finance & Insurance representatives are dedicated to exceeding expectations and delivering excellent results for their customers by using a consultative approach to provide customized training and development for the dealership team. Training and service visits are scheduled, ongoing and documented.

National Training Team Solutions

Our national training team is dedicated to delivering skills-based, sales-focused training and tools for our customers. Training covers a broad spectrum of topics to help individual contributors and teams drive results. Offerings are available for all levels within the dealership.