Finance & Insurance Module Available Now!

Vital Software is proud to introduce it's latest upgrade to the Contact Tracker system, the brand new Finance & Insurance tracking and reporting module.

As part of the continuous improvements cycle an entirely new section of your business can now connect into the Contact Tracker system and begin to increase their Fiance & Insurance revenue.  

In this weeks update several new core components have been added to the sytem.

  • F&I business managers now have specially purposed roles designed to maximise their usage of already existing fiance and insurance contract information already being imported from most DMS systems over night
  • Additional tabs are now available on the contact form for editing and tracking existing and potential F&I contracts on customers.
  • The Quick Pick system has been upgraded to allow searching and filtering on F&I data.  Ever wanted to quickly pull up a list of potential clients who may need re-financing or to pull up a list of new clients who you can direct your efforts on?  It can now be done in just seconds!
  • The Smart Search module has also been upgraded so you can easily pull up a customers details at any time wih just a policy number!
  • New reports are available that show your F&I penetration and easilly track up to the second data entered by your business units.

This and more is now available on request to all existing customers.  Enquire now to see how Vital Software can help you find new ways to increase your revenue.