Compliance Training

  • OFAC/RED FLAGS/8300 Compliance
  • Menu Usage
  • Deal Booking and Status
  • Warranties
    • Certified Pre-Owned
    • Short-Term
    • Used Car Buyer’s Guides
  • Addendum Stickers
  • Pricing Compliance
  • F&I Office Security
  • Pre-Loads
  • State Specific Regulations
  • Conditional Deliveries
  • Fair Credit Compliance
  • Adverse Action/Risk Based Pricing
  • Menu Setup and Training

Reinsurance Programs & Participation Structures

Reinsurance Programs

  • We specialize in reinsurance and other profit participation structures
  • Available reinsurance programs include CFCs, Domestic Captives, and NCFCs
  • We can customize a program to meet your specific needs:
    • Estate Planning
    • Future Acquisitions
    • Management Incentive (“Golden Handcuffs”)
  • No obligation reinsurance program analysis—not all programs are created equal
  • Continued performance monitoring for your book of business

Full Service Claims Center

  • Claims Administration Services
    • All new product or vehicle purchase inquiries referred back to the selling dealer
    • Dedicated customer service rep assigned to your account.
    • Concierge style service to meet your needs directly

Administration Services

  • Full Service Customized Reporting
    • Production and Billing Reports on Demand
    • Loss/Risk Reporting
  • Web-based Online Administration System
    • Portal Policy Entry
    • Electronic Rate Look-up
    • Online Policy Inquiry and Cancellation
    • E-menu Rating Integration