The Insurance Report details all insurance contracts sold within a selected period, providing itemized information on each deal, including insurance sold, deal date, customer name, deal class (Retail, Cash, or Lease), vehicle stock number, new or used status, price, cost, and profit, with totals per contract and a grand total.
Frequency: Monthly, Quarterly or Yearly
Who uses it: Sales Managers and Dealer Principals
Why they use it: Analyze contract performance and ensure GAP insurance is offered
Navigate to: Sales > Reports > F&I > Insurance Report
