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"Coming together is a beginning; keeping together is progress; working together is success."

              - Henry Ford



F&I Management

Training Institue


Industry Leading Products

We understand that your F&I Department is significant to your sucess

State-of-the-art training institutes located throughout the country

A variety of wealth building structures for every strategy

The end products sold in your dealership leave a lasting impression


We are a full service finance and insurance consulting firm based in Philadelphia, Pennsylvania.  We specialize in partnering with automobile, RV, and powersport dealers, with a focus on maximizing the profitability of their F&I department and the wealth management options available with reinsurance. 


To accomplish this we have partnered with some of the most experienced and strongest providers in the industry, to bring leading-edge technology, training and products to our dealer partners. 

Our work


Utilizing today's technology has to be the reality in each dealership.  Our technology partners have created a suite of solutions that will not only enhance your customer's buying experience but ensure the maximum profitability and compliance in every deal.

  • Interview and engage customers in a meaningful way to prepare them for a customized F&I presentation.


  • Present products in a sensible way that allows F&I to close more deals.


  • Record to maintain consistent legal compliance with constantly changing laws.

  • Analyze and compare deals to learn more about your customers and improve F&I performance.

Certified DMS Integration

Approved interfaces with an ever-expanding list of DMS partners eliminate manual entry and reduce delivery time.

  • Auto/Mate

  • Autosoft

  • CDK

  • DealerBuilt

  • Dealertrack DMS (Arkona)

  • Dominion VUE

  • Lightspeed EVO

  • Motility



595 Bethlehem Pike, Suite 204

Montgomeryville, Pennsylvania 18936


Tel: 610-572-1707

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