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CASE STUDY

How Montrose Kia Turns Car Insurance Into Closed Deals 

Montrose Kia


INDUSTRY: Franchise Kia Dealership

LOCATION: Sheffield, Ohio

PRODUCT USED: Polly for Dealers, Direct Carrier Offers

TEAM IMPACT: 5 to 10 additional same-day deals closed on average

 

The Challenge

SUMMARY

Montrose Kia, an award-winning dealership in Sheffield, Ohio, partnered with Polly in 2019 to simplify insurance during the car-buying process. By integrating insurance directly into the deal flow, Montrose has improved customer satisfaction, reduced friction, and increased same-day close rates.

Like many dealerships, Montrose Kia was facing a familiar issue. Deals were falling apart when their customers faced insurance friction, making the full cost of vehcile ownership out of reach.

Montrose Kia


INDUSTRY: Franchise Kia Dealership

LOCATION: Sheffield, Ohio

PRODUCT USED: Polly for Dealers, Direct Carrier Offers

TEAM IMPACT: 5 to 10 additional same-day deals closed on average

 

The Challenge

SUMMARY

Montrose Kia, an award-winning dealership in Sheffield, Ohio, partnered with Polly in 2019 to simplify insurance during the car-buying process. By integrating insurance directly into the deal flow, Montrose has improved customer satisfaction, reduced friction, and increased same-day close rates.

Like many dealerships, Montrose Kia was facing a familiar issue. Deals were falling apart when their customers faced insurance friction, making the full cost of vehcile ownership out of reach.

Customers often underestimated:

  • Taxes and license fees

  • Monthly insurance costs

  • Add-ons like extended warranties

When the numbers did not align with expectations, deals stalled or disappeared entirely. 

Polly_MontroseKia_CaseStudy_LP_Quotes_Rhonda_Quote2

 

The Solution

SUMMARY

Montrose Kia integrated Polly directly into its sales and F&I workflow. This streamlined process reduces friction, keeps deals moving, and helps customers stay within budget.

Montrose Kia introduced Polly directly into the sales and F&I workflow.

Adding Polly allowed their customers to quote and purchase insurance in minutes, compare options from 40+ carriers, and lock in savings without leaving the dealership.

The process fits seamlessly into existing downtime, whether customers are waiting on financing, a test drive, or vehicle prep.

Rhonda Yeager, Customer Relations Manager at Montrose Kia, describes how it plays out:

“We’re literally doing it at the desk and saying, ‘Hey, let’s check this out.’ And then they go, I just saved $50.00 a month. I can't believe it.”

Polly_MontroseKia_CaseStudy_LP_Quotes_Rhonda_Quote2

 

The Solution

SUMMARY

Montrose Kia integrated Polly directly into its sales and F&I workflow. This streamlined process reduces friction, keeps deals moving, and helps customers stay within budget.

Montrose Kia introduced Polly directly into the sales and F&I workflow.

Adding Polly allowed their customers to quote and purchase insurance in minutes, compare options from 40+ carriers, and lock in savings without leaving the dealership.

The process fits seamlessly into existing downtime, whether customers are waiting on financing, a test drive, or vehicle prep.

Rhonda Yeager, Customer Relations Manager at Montrose Kia, describes how it plays out:

“We’re literally doing it at the desk and saying, ‘Hey, let’s check this out.’ And then they go, I just saved $50.00 a month. I can't believe it.”

The Results

More Deals Closed

With Polly integrated into the sales process, Montrose Kia has been able to significantly increase close rates, closing 5 to 10 additional same-day deals on average.

Insurance savings help customers stay within budget and move forward with their purchase. As a result, more deals are completed on the spot instead of being delayed or lost due to affordability concerns.

Adding Polly into the sales desk process, the team can immediately address one of the biggest friction points in the deal cycle: unexpected insurance costs. This helps keep customers engaged through to delivery instead of leaving to “think about it.”

Faster Deal Times

Polly_MontroseKia_CaseStudy_LP_Quotes_Lance_Quote3

 

By embedding insurance directly into the dealership workflow, Montrose Kia eliminates the need for customers to leave the store, make phone calls, or wait on external follow-ups. Everything happens while they are already in the buying process.

  • Up to 30 minutes shaved off the sales process

  • Insurance completed in under 30 minutes from quote to proof of insurance documents being created

  • Coverage is handled during natural downtime in the deal flow, including financing, paperwork, or vehicle prep

This reduces bottlenecks between F&I and delivery and helps keep momentum high from test drive to signed contract.

Lance Blanton, General Manager at Montrose Kia, puts it simply:

“Polly gives the tools to the salesperson to be able to close the customer. Same with the finance manager to be able to pitch product and make sure that everything's in line with their budget.”

Polly_MontroseKia_CaseStudy_LP_Quotes_Lance_Quote3

 

By embedding insurance directly into the dealership workflow, Montrose Kia eliminates the need for customers to leave the store, make phone calls, or wait on external follow-ups. Everything happens while they are already in the buying process.

  • Up to 30 minutes shaved off the sales process

  • Insurance completed in under 30 minutes from quote to proof of insurance documents being created

  • Coverage is handled during natural downtime in the deal flow, including financing, paperwork, or vehicle prep

This reduces bottlenecks between F&I and delivery and helps keep momentum high from test drive to signed contract.

Lance Blanton, General Manager at Montrose Kia, puts it simply:

“Polly gives the tools to the salesperson to be able to close the customer. Same with the finance manager to be able to pitch product and make sure that everything's in line with their budget.”

Significant Customer Savings

Insurance is the affordability lever that dealerships need. On average, Polly customers find:

  • 69% save on insurance

  • $87 per month average savings

  • At Montrose, average premiums dropped from $138 to $51 per month

These savings are not just incremental.

They often reshape the entire deal structure. Customers who thought they were over budget are suddenly able to reconsider upgrades, protections, or warranties they previously dismissed.

For many buyers, insurance becomes a source of hidden purchasing power that directly supports the dealership’s ability to close.

 

Higher Customer Satisfaction

Instead of juggling multiple insurance providers on their own, customers can complete one of the most confusing parts of vehicle ownership right inside the dealership. This creates a smoother and more confident buying experience.

It also improves perception of the dealership itself, positioning Montrose Kia as a trusted advisor rather than just a transaction point.

  • 76% of buyers say dealer support improves their experience

  • Customers benefit from a more complete, guided buying process

  • One-stop-shop experience reduces stress and decision fatigue

Polly_MontroseKia_CaseStudy_LP_Quotes_Bill_Quote1

Real Impact

One recent customer saved $293 per month on insurance, which immediately changed the affordability of their purchase and allowed them to move forward with confidence.

Beyond individual savings, the ripple effect is clear. Customers who experience the process are more likely to return, refer others, and view the dealership as a long-term partner rather than a one-time purchase location.

Bill Reichert, Sales Manager at Montrose Kia, says this kind of outcome is a regular occurrence:

"I can't tell you how many times we have had our customers talk with Polly, find them additional savings on their insurance and then all of a sudden the whole deal fits their budget."

Real Impact

Polly_MontroseKia_CaseStudy_LP_Quotes_Bill_Quote1

One recent customer saved $293 per month on insurance, which immediately changed the affordability of their purchase and allowed them to move forward with confidence.

Beyond individual savings, the ripple effect is clear. Customers who experience the process are more likely to return, refer others, and view the dealership as a long-term partner rather than a one-time purchase location.

Bill Reichert, Sales Manager at Montrose Kia, says this kind of outcome is a regular occurrence:

"I can't tell you how many times we have had our customers talk with Polly, find them additional savings on their insurance and then all of a sudden the whole deal fits their budget."

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