Automotive Finance & Insurance Products

Driving Customer Engagement



This Company needed a platform with the flexibility to support multiple finance and insurance marketing programs and track where their marketing dollars were most wisely invested.


We created a version of our proprietary origination and tracking platform for the brand that enables a comprehensive acquisition and tracking approach for all of the client’s portfolio of products, including:

  • OFFERING: Six different tiers of finance product with their own unique underwriting guidelines and catalog of insurance products
  • Vehicle Purchase Portfolio: Seven programs targeted to specific audiences
  • Private Offer Portfolio: Personalized offer application for both finance and insurance with marketing to target specific consumers via web opt in to application processing call center.
  • Goodwill Portfolio: Allowing clients dealers and field organizations to make specific discounted offers to consumers who would then use an assigned tracking platform for applications


With the introduction of the new origination marketing plan and proprietary tracking platform for the brand the Company enabled an introduction to variety of new programs for clients, dealers and field organizations and increased revenue by 137%. The program also enabled the Company to track marketing success of its direct to consumer marketing platform and identify the success and conversion efficiency of its dealer and field organizations

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