/User Conference
User Conference 2019-02-18T13:51:43+00:00

Thanks for joining us in New Orleans!

Check back soon for information about our 2020 Conference

2019 F&I Admin User Conference
February 12-13
New Orleans, LA

We will be hosting our annual user conference in New Orleans this year, at the Downtown Marriott at the Convention Center. Join us for some warm weather, great food, and the latest in valuable insights into the pureFI and clearFI platforms.

What to Look Forward To

  • Learn what’s coming next for pureFI
  • Get an update on how clearFI can support your agents and dealers
  • Get to know the pureFI user base
  • Check out demos of the latest and greatest features
  • Get your questions answered
  • and much more!

New in 2019

We’ve been working closely with clients all year long to optimize their use of pureFI. Along the way we’ve identified a number of best practices that will help you make the most of pureFI’s features. Look forward to learning more!

This is an event we look forward to every year. As always, there’s no cost to attend. We’re expecting a full house and we can’t wait to see you there!

Contact Us

Have any questions about the User Conference?

Conference Information

Tuesday, February 12th

1:00 pm – 1:15 pm

1:15 pm – 2:00 pm

2:00 pm – 3:00 pm

3:00 pm – 3:15 pm

3:15 pm – 3:30 pm

3:30 pm – 4:30 pm

4:30 pm – 5:30 pm

5:30 pm – 6:30 pm

6:30 pm – Late

Introduction and Opening Remarks

This Year in Review

Service Delivery and Roadmap

Partner Discussion

Refreshment Break

Past Year Releases with Demos

pureFI Product Roadmap

Cocktail Reception


Wednesday, February 13th

8:00 am – 9:00 am

9:00 am – 9:45 am

9:45 am – 10:45 am

10:45 am – 11:00 am

11:00 am – 12:00 pm

12:00 pm – 1:00 pm


clearFI Review and Product Roadmap

Best Practices – Reinsurance

Refreshment Break

Best Practices – Claims

Best Practices – General Operations

What to expect from this year’s Best Practices sessions:


  • Verifying reinsurance rule configurations to effectively prepare for month end close
  • Leveraging new batch processes to create reinsurance rule configurations
  • Understanding options for importing historical reinsurance data into SCS to allow for an ITD view of all of your reinsurance positions
  • Using clearFI for all your reinsurance analytics and dealer reporting


  • Reviewing the ideal way to set up your claims reminders
  • Optimizing the use of document management
  • Numerous other opportunities to increase claims processing efficiencies

General Operations

  • Understanding how best to set up and manage No Chargeback programs using SCS
  • Managing asset identifiers for Powersports, RV, and other non-automotive assets, from setup through contracting
  • Optimizing Dealer to Administrator cash flows with SCS ACH and Remittance capabilities
  • Optimizing the contract and claim data transfer process using automated SCS extracts
  • Review of numerous underutilized SCS configurations and features that could make your processes easier

Want to suggest additional topics? Let us know in the box on the right!

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