Real engagements, real results.
A look at how strategic, data-driven consulting has moved the needle for F&I third-party administrators.
Modernizing a Legacy Administration Platform
A Finance & Insurance TPA was running core operations on an aging administration system that could no longer keep pace with transaction volume or reporting demands.
Approach
- Audited existing workflows and product configurations end-to-end
- Designed and executed a phased migration strategy to minimize disruption
- Delivered hands-on staff training on the new platform
Results
Faster processing across quoting and claims, improved data accuracy, and a more reliable system to build future products on.
Launching an RV Service Contract in a Competitive Market
A leading F&I TPA needed to enter the RV service contract space with a product that could stand out immediately, not grow into relevance over years.
Approach
- Conducted market research to identify unmet coverage needs
- Designed distinctive features, including "wear and tear" protection and concierge service
- Built competitive rating and pricing with full multi-state compliance
- Delivered dealer training and go-to-market marketing support
Results
Rapid market adoption with above-market attachment rates, driven by genuine product differentiation and a streamlined claims experience.
Reviving a Declining Auto Service Contract Line
A leading F&I TPA's auto service contract portfolio was losing competitiveness, with margins shrinking faster than volume could offset.
Approach
- Analyzed historical claims data alongside fresh market research
- Built granular rating factors for vehicle reliability, mileage tiers, and geography
- Introduced a modular lineup with tiered coverage and optional add-ons
Results
Tighter premium-to-risk alignment and a more flexible product lineup for both dealers and consumers to choose from.