F&I Performance

F&I Performance for Auto Dealerships

Kairos Performance Group works with franchise and independent dealerships through one connected performance partnership. We train finance & insurance managers in the store: compliance, menu selling, product knowledge, lender placement, and the process that supports per-vehicle performance without burning trust with customers. As one pillar of the Kairos partnership, the work is reinforced by a clear operating system and stronger day-to-day leadership across the dealership.

F&I desk prepared for live dealership work

How we coach

Weekly one-on-one coaching on live deals.

F&I does not improve in a seminar. Our F&I team is in stores every week, coaching one-on-one on live deals until the process is habit. Leadership and operating system coaching runs on its own rhythm: one full day per month for the first three months, then one full day per quarter, plus two consecutive days of annual planning.

Dealership showroom floor where in-store coaching is put into practice
Every week

Weekly one-on-one coaching

Weekly one-on-one coaching with each F&I manager on live deals. Real deal jackets, real numbers, real correction.

In the store

In-store desk coaching

We work the desk beside your team on live deals, then debrief in the weekly one-on-one so the fix sticks.

Between visits

Ongoing support

Deal reviews, remote coaching, and the Kairos LMS so your managers keep sharpening between visits.

What we train

The F&I program, module by module.

Compliance-First Process

Menu flow and disclosures built on the Red Flags Rule, Reg Z/B, and honest presentation, so deals close clean.

Clean deal jackets

Menu Presentation

A structured menu the customer can follow, and the F&I manager can repeat.

Repeatable process

Product Knowledge

VSC, GAP, tire and wheel, key replacement, appearance, and ancillary products, positioned honestly.

Honest product talk

PVR Growth

Menu, objections, and lender placement that lift per-vehicle revenue without burning the customer.

Higher PVR, lower chargebacks

Manager Development

Weekly one-on-one coaching for new and emerging F&I managers, from desk mechanics to leadership, recruiting, and retention.

Weekly one-on-one coaching

Field coaching is backed by the Kairos LMS (100+ leadership and operating system videos).

See how we train compliance →
Illustration of an in-store coaching conversation

Outcomes

What changes inside the store.

We don't sell theory. Every engagement is measured by what shows up in the deal jacket and on the financial statement.

  • Higher PVR with lower chargebacks
  • Faster, cleaner deal flow
  • Compliant, defensible processes
  • Stronger lender relationships
  • F&I managers who stay and grow
  • Dealer principals who get their time back

FAQ

F&I management training questions.

What does an F&I management training program cover?

Our F&I management training covers compliance (Red Flags Rule, Reg Z and Reg B, disclosure), menu presentation, product knowledge across VSC, GAP, tire and wheel, key replacement and appearance, lender placement, objection handling, and the daily reporting that keeps per-vehicle revenue moving.

How is Kairos different from a traditional F&I agency?

Kairos combines weekly in-store F&I training and coaching with the Overdrive™ Business Operating System and leadership development. That connects the work at the F&I desk with the priorities, processes, and leadership across your dealership, with reinforcement between planning sessions.

How do you coach F&I managers?

We combine weekly one-on-one coaching on live deals with in-store desk coaching, remote deal review, and manager development.

Is training on site or remote?

Both. Engagements typically combine in-store F&I training and deal reviews with ongoing remote coaching, video modules, and leadership planning sessions.

How do you measure progress?

We review the measures that show up in dealership operations, including per-vehicle revenue, product penetration, chargebacks, deal quality, and manager execution.

Talk with Kairos

See how the F&I work connects with Overdrive™, our dealer operating system for how the business runs, and leadership development for how its people lead.

Your F&I desk feeds your reinsurance company.

See how dealer participation pays the store twice, and how the desk keeps it fed.

See how dealer participation works
Rob Braun of Kairos Performance Group

Who leads this work

Rob Braun

Co-founder & CEO | F&I Performance

Rob brings 20 years of automotive experience, including roles as a sales manager, F&I manager, and F&I director. He leads Kairos's F&I performance work, combining firsthand dealership experience with expertise in products, reinsurance structures, and performance analytics. Through hands-on coaching and weekly in-store support, the Kairos team helps dealers build consistent processes, develop capable managers, and improve profitability.

What Others Are Saying

Andrew Habberstad
“Working with Ryan Giles as our leadership coach has been a game-changer for our dealership group. Ryan and his team brought clarity, structure, and accountability through the Overdrive framework. We’ve seen measurable improvements in team performance, employee retention, and overall dealership profitability. If you’re a dealer principal serious about scaling your business and building a high-performing leadership team, Ryan Giles and Overdrive are the real deal.”
Andrew Habberstad
Habberstad BMW
Read the full quote and Client Results