# 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: 2026-08-27
- Canonical URL: https://www.touchclass.com/en/case22
- Markdown mirror URL: https://www.touchclass.com/markdown.php/en/case22.md
- 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

Composite case — reconstructed from aggregated whitepaper operating data, not an account of one named customer.

Usage patterns this case draws on

- **P1** Frontline job skills *35 companies observed / 107 total*

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

Standard

~2,000 Learners

E-Book Core Format

~3 years Operation Period

## Background — Auto Finance Company

"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 — Auto Finance Company

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 — Auto Finance Company

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 — Auto Finance Company

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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### What this story is evidence for

[Finance & Insurance](https://www.touchclass.com/en/education-engagement) [Manufacturing & Logistics](https://www.touchclass.com/en/remote-training)

## Related resources

- [Samsung Life Insurance: 100% Remote Training for 30,000 Agents](https://www.touchclass.com/markdown.php/en/case1.md): Finance/Insurance · 30,000 learners, a platform for 30,000 people launched in two months, more than 35,000 learners taking part voluntarily each month, training fully remote.
- [Samsung Fire & Marine: Learning Creator Platform for 30,000 Agents](https://www.touchclass.com/markdown.php/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/markdown.php/en/case12.md): Finance/Insurance · Learners ~30,000, Live Concurrent 7,000+, CEO Video Comments 2,000+.
- [Major Capital Company: Lessons learned after MAU crashed from 91% to 4%](https://www.touchclass.com/markdown.php/en/case13.md): Finance/Insurance · Learners ~2,100, Compliance Training MAU 91%, Post-training MAU 4%.
- [Major P&C Insurer A: 286 learning creators built a self-sustaining content ecosystem](https://www.touchclass.com/markdown.php/en/case14.md): Finance/Insurance · Learners ~39,000, Learning Creators 286, Monthly Opinions 12,000+.
- [Mid-size Insurance Agency: Digitized morning briefings with 11 live sessions per month](https://www.touchclass.com/markdown.php/en/case15.md): Finance/Insurance · Learners ~200, Live Sessions 11/M, Cross-training Insurers Multiple Firms.

> 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
