Zurich Advisor IQ launches, giving F&I managers AI-powered coaching

Zurich U.S. today announced the launch of Zurich Advisor IQ, an AI-powered training and coaching platform that records, monitors and analyzes F&I conversations and provides real transaction insights in as little as 15 minutes. Creating personalized coaching scenarios based on real performance gaps, the tool strengthens needs analysis, menu presentation and customer engagement skills. Zurich Advisor IQ helps F&I managers elevate customer conversations while providing their buyers with the Zurich product information needed to make informed purchasing decisions.

"As the F&I environment becomes more complex, car dealers need tools that deliver clarity, certainty and measurable results," said Dante Pileri, Head of Sales for Zurich Direct Markets. "Zurich Advisor IQ brings AI-powered coaching directly into the flow of real deals, giving F&I teams the confidence to perform at a higher level in every interaction." 

Zurich Advisor IQ can help car dealerships:

• Strengthen F&I coaching with objective, data-backed insights
• Deliver consistent F&I execution across every deal and rooftop
• Identify behaviors and trends influencing results
• Improve confidence in real-world customer conversations
• Accelerate onboarding and development for new F&I managers
• Reinforces accountability
• Enhance the overall dealership customer experience

Visibility into individual and dealership-wide metrics

Zurich Advisor IQ also provides visibility into individual and dealership-wide metrics; including PVR, PPD and utilization; enabling focused, data-driven feedback. It continuously learns from new transaction data and ensures relevant, continuous training aligned with how each dealership operates.

Importantly, dealer data is protected with consent workflows built in for required states, reinforcing trust and transparency in every use case. Dealerships using the platform have experienced measurable improvements in key performance indicators after sustained use. F&I professionals report increased confidence, stronger customer engagement and cleaner insights into where to improve.

“Zurich Advisor IQ represents another step in Zurich’s continued investment in innovative tools and solutions that support dealership growth and elevate dealership performance,” Pileri added. “It underscores our commitment to helping dealers build a legacy one customer at a time.”

For more information or to request a demo, visit Zurich Advisor IQ.

Zurich is one of the nation’s leading providers of Property and Casualty (P&C) insurance and F&I solutions for auto dealers. It offers a full suite of vehicle protection products for internal combustion engines (IC), hybrid and electric vehicles; along with consultative services, income development, training and management tools to help dealerships maintain compliance, increase customer satisfaction and maximize profit on every vehicle sold. The products and trainings offered are available to consumers through a nationwide network of franchised auto dealers.

For more than 100 years, Zurich has evolved alongside its auto dealer customers, listening to their needs and challenges, and developing solutions that help accelerate their growth and protect their legacy. Zurich remains committed to helping dealers grow and protect their business. The launch of Zurich Advisor IQ helps to address the fast-changing needs of the dealership industry.

About Zurich U.S.