Training For F&I Professionals

No matter what training format you prefer, what device you use, or what location you’re in, UDS has the Training and Development options to meet your needs. UDS provides a full suite of Performance Support products and services to deliver the numbers you expect.




The foundation for a successful career and the basis for all UDS training sessions lies within the framework of these core modules.

Participants will learn the organizational, administrative and leadership skills needed to maintain peak performance in a high-volume environment.

A comprehensive overview of all the products that are offered in F&I. Participants will learn how identify the right product to address the customer’s needs and how to relate the benefits of those products to the customer’s life increasing penetrations and customer satisfaction.

The best processes work for every stakeholder. In this module participants will learn benchmark processes that increase communication and collaboration, increase profit, limit mistakes and provide a great experience for internal and external customers.

This module is designed for those who want to maximize profit on every deal. Participants will learn steps that ensure maximum profit on every deal.

UDS AutoMenu is based on offering products based on the needs of the customer. In this module F&I Managers will learn how to gain insight into the customers unique needs while developing credibility and trust through effective conversational interview techniques. Being a great closer starts with your opening.

Participants will learn the UDS process and key strategies to deliver an efficient telling not selling menu presentation that will keep the customer engaged and lead to multiple product enrollment.

This module is built off the UDS F&I process and all previous Core Modules. In Gaining Commitment, participants will learn how to utilize the customer insights they learned in the interview to build value. Then, to use logic to address customer concerns and gain multiple product enrollment.

This module will teach strategies for F&I Managers to develop multiple revenue streams into the F&I office resulting in substantially higher departmental income and personal income.

This module is for all department managers to develop the skills needed to become an effective trainer, teacher and coach to today’s workforce no matter what their age, experience or role in the dealership.

The lines between Sales, F&I and the BDC are not as defined as they once were. This very popular module provides non- F&I managers insight into F&I responsibilities and processes improving communication and collaboration between all departments. Participants will gain insights into compliance and risk mitigation and how it applies to their roles and their responsibilities within the dealership.


UDS offers two certifications that will enhance any resume and are highly regarded throughout the industry.


Upon completion of this course participants will be certified and qualified to perform at a high level in F&I. This interactive course is challenging, fun and packed with practical up to date content relevant in today’s automotive retail environment.

Click here to read our course description >>>


All employees in sales, F&I and the BDC should take this online certification course. Many of our clients use this course to certify and recertify employees on a regular basis. Meet your compliance program obligations easily with this convenient online certification.

Click here to Get Certified in Ethics Compliance online >>>



We realize that the level of F&I success you achieve is directly affected by the actions and words of your sales consultants and managers. These two sessions aim to provide a solid understanding of F&I operations and provide word tracks and processes designed to alleviate some of the common mistakes made out front that can adversely affect F&I productivity and profitability. Putting the spotlight on these two aspects often make an immediate impact with F&I getting cleaner deals with a more receptive customer.


This training program will give your sales staff and sales managers the tools and skills they need to succeed and thrive in retail automotive sales. We teach an entrepreneurial approach to car sales. SalesPro goes way beyond sales process and closing. The foundation of SalesPro is creating business versus waiting for business. Participants will learn to master the activities that create opportunities, increase profit and retain customers.

Sales Pro Highlights

Today’s Sales Processes, Business Planning and Goals, Knowing Your Numbers, Creating a Chain of Accountability, Communication Skills, Prioritization Management, Marketing Opportunities and Prospect Development, Customer Retention, Professional Discipline.


Beyond the UDS core modules and certification programs, we recognized the need for some additional topics that address front-end operations. These sessions aim to share best practices, discuss looking the part, as well as providing leadership training to your management staff. These additions have proven to be an invaluable complement to our core training over the years.

Why Train With UDS?


United Development Systems, a division of Brown & Brown Dealer Services, is a training and development company based in Clearwater, Florida. For over 38 years, UDS has partnered with retail sellers of automotive protection products with a focus on maximizing sales and profits, while maintaining the highest CSI levels. The cornerstone of our operations has always been training. This involves attention in all phases of the Client relationship – beginning with orientation, and continuing with targeted sales training on a regular basis.

We’ve been voted the Top F&I Training Company for fifteen consecutive years!

UDS is a division of Brown & Brown Insurance.

 Legal Notices | Privacy Statement