Operations

Zurich Streamlines F&I Contract Submission With Online Tool

Posted on March 10, 2010

F&I Rate TrackSM enables dealers to streamline the remittance process for all their Zurich finance and insurance products by adding electronic consumer contracts and electronic contract submission.

SCHAUMBURG, Ill. -- The Zurich Financial Services Group is helping automobile dealers streamline the remittance process for all its Zurich finance and insurance (F&I) products by adding electronic consumer contracts (eContracts) and electronic contract submission to its Web-enabled sales and contract management process system, the F&I Rate TrackSM.

Zurich first introduced F&I Rate Track to Zurich's automobile dealership F&I customers in 2008 to quote Zurich F&I products.

"Now just two years later, Zurich continues to achieve its goal of providing its customers with tools to help them do business more efficiently and effectively," said Vincent Santivasi, regional F&I manager for Zurich North America Commercial's Direct Markets unit. "Adding eContracts and the electronic submission functionality to F&I Rate Track is one of the many ways our team in Zurich's F&I division is looking out for dealers."

A few of the benefits to this new functionality include the ability to: 

  • Create electronic contracts and print them on a plain-paper printer;
  • Automatically send electronic contracts to Zurich; and
  • Ensure the contract is complete before printing and submitting it to Zurich.

For more information about Zurich's insurance and F&I products for automobile dealers, go to its WEB SITE.

  

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