# Auto Finance Company: E-Book loan manuals empowered field sales consultations

> Finance/Insurance · Learners ~2,000, Core Format E-Book, Operation Period ~3 years.

- Last updated: 2026-07-15
- Canonical URL: https://www.touchclass.com/en/case22
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- Language: English
- Category: Customer stories

## Key points

- Finance/Insurance · Learners ~2,000, Core Format E-Book, Operation Period ~3 years.

## Page content

*The content below is extracted from the rendered source page.*

Finance/Insurance

Auto Finance Company

## Auto Finance Company: E-Book loan manuals empowered field sales consultations

Standard

~2,000 Learners

E-Book Core Format

~3 years Operation Period

## Background

"Being able to search and show it right in front of the customer was the biggest change."

Auto Finance Company

Loan sales staff had no tool to instantly look up product details in the field — rates, terms, and promotions changed frequently.

Inaccurate information in front of customers led to lost trust and missed sales opportunities.

## Solution

Digitized loan product manuals as searchable E-Books with real-time updates on rates, terms, and promotions.

Field sales staff could reference accurate product information during customer consultations via mobile.

## Results

3 years of stable operation with dramatically improved field access to product information.

Search functionality enabled rapid lookup of specific product details, significantly improving consultation quality.

~2,000 Learners

E-Book Core Format

~3 years Operation Period

## Insight

E-book-based product manuals are the use case that delivers the most direct value in the sales field. Whitepaper data shows that e-book conversion is the lowest-barrier path for digital transformation, offering the dual benefit of cost savings and field convenience. The core value is that real-time updates upon product changes ensure field sales always have the latest information.

[E-Book](https://www.touchclass.com/en/product?tabId=1) [Field Job Training](https://www.touchclass.com/en/product?tabId=1)

## More Customer Stories

[Insurance/Finance Samsung Life Insurance Samsung Life Insurance: 100% Remote Training for 30,000 Agents](https://www.touchclass.com/en/case1)

[Insurance/Finance Samsung Fire & Marine Insurance Samsung Fire & Marine: Learning Creator Platform for 30,000 Agents](https://www.touchclass.com/en/case9)

[Finance/Insurance Major Life Insurance Company A Major Life Insurer A: 30,000 agents onboarded online in 2 months from 100% offline](https://www.touchclass.com/en/case12)

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## Related resources

- [Samsung Life Insurance: 100% Remote Training for 30,000 Agents](https://www.touchclass.com/en/case1.md): Insurance/Finance · Learners 30,000, First Live Viewers 6,000, Content Views 180K.
- [Samsung Fire & Marine: Learning Creator Platform for 30,000 Agents](https://www.touchclass.com/en/case9.md): Insurance/Finance · Learners 30,000, Avg. Monthly Feedbacks 12,000.
- [Major Life Insurer A: 30,000 agents onboarded online in 2 months from 100% offline](https://www.touchclass.com/en/case12.md): Finance/Insurance · Learners ~30,000, Live Concurrent 7,000+, CEO Video Comments 2,000+.
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- [Major P&C Insurer A: 286 learning creators built a self-sustaining content ecosystem](https://www.touchclass.com/en/case14.md): Finance/Insurance · Learners ~39,000, Learning Creators 286, Monthly Opinions 12,000+.
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> Source governance: https://www.touchclass.com/data/source-governance.json · Full LLM context: https://www.touchclass.com/en/llms-full.txt · Structured data: https://www.touchclass.com/data/capability-effects.json, https://www.touchclass.com/data/solution-use-cases.json
