Specializing in Marine F&I Through
Industry Best Practices
2025 F&I Summit Highlights
Now in our 4th year, the F&I Summit continues to bring together Business Managers and industry professionals from across the marine world for two powerful days of training, collaboration, and growth. Each year, our event is dedicated solely to the boating industry, offering proven F&I practices, compliance insights, cash conversion strategies, extended protection training, and opportunities to connect with top lenders and partners.
Check out our highlight video below to see how much fun we have while learning, networking, and celebrating success!
Don’t miss out on next year’s event. Pre-register for our 2026 F&I Summit using the link at the top right of the page.
The ultimate goal of EH2O Solutions is to help Marine Dealer's Closing and F&I Department's and their Business Managers reach peak performance via personalized training plans.
The Finance and Insurance Department benefits both production and profit maximization for Marine Dealers. EH2O Solutions will help establish effective changes through industry best practices, by establishing the foundations that make a successful business office through Proper Processes, Checklists, Menu Offerings, Enrollment of Best Lenders for your Dealer & Customers, Titling, Registration, USCG Documentation & more.
"Throughout 20 years in the Business Office within the Boating Industry, I have identified key areas where Business Managers are meeting expectations combined with recognizing those that have a lot of room for improvement.
Whether you are bringing F&I In-House, need assistance onboarding and training a new Business Manager or are a Veteran F&I Expert that always likes to learn, I have something to offer, personalized to what is best for you." -
Estephanie Herrera, President
Current & Past Members
20 Years of Boating Industry Experience
Services
Initial Consultation & Assessment
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1-2 Day On-Site Visit
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Next Steps Action Plan
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Customized Training Outline
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Personalized Templates
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Includes 1st 2 Months of Weekly 1 – 1 ½ Hr. In-Person or Virtual Training Sessions
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Assistance Processing Current Deals
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24/7 Access
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Group Members Pricing Available after 2 Months of Training
Group Members
100% Renewal Rate
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One-on-One Weekly 1 Hr.
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Virtual Training Sessions
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Personalized Process Checklists
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Monthly Performance Reviews
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24/7 Access
Hourly Sessions
(Non-Members)
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One-on-One Virtual Training Sessions - Specific Topic
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Emergency Deal Assistance
Client Reviews
Estephanie has been a true savior in my transition to the F&I world! Her years of experience gives me every answer I ever need when facing day to day challenges. Her support is second to none. Just when I think I have a process down she is able to show a better and more efficient way to do things. I cannot thank her enough for all she has and continues to teach me!”
Craig Moberg
Sandy Hook Yacht Sales
Step into a private community created just for Business Managers in the marine and industry. The EH2O Business Manager Circle is a space to share wins, ask questions, lean on peers, and stay sharp in a changing industry.
Whether you’re new to the role or a seasoned pro, this group offers:
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Real-world support from fellow Business Managers
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Peer-driven tips, resources, and ideas
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A safe space to ask questions and level up your F&I game
Click the image below to join the private Facebook group
(Approval required)
