Grange Insurance cuts agent onboarding time in half with eSignature

Solution: Digitizing paperwork halves onboarding time

Since integrating Nintex AssureSign® with Grange’s document management internal systems, the company has cut agent onboarding time in half. In fact, roughly 90 percent of the documents in agents’ onboard packets are now completed in just two to three days. Increasingly, customers are expecting to be able to complete paperwork quickly and without having to make multiple trips to the agency; as a result, Grange’s agents wanted to speed up the overall closing process for customers. Following the initial success with Nintex AssureSign®, the company’s life insurance group integrated Nintex AssureSign®’s electronic signature and document delivery capabilities into their existing systems to streamline document signing, delivery and monitoring. Today, agents send customer applications electronically from smartphones, desktops, or tablets.

If, after a set amount of time, the receiver hasn’t signed, an automated reminder is sent. Now Grange’s life insurance group services over 50 percent of applications electronically, significantly speeding up review and payment processes.

Since deploying Nintex AssureSign®, the manual customer follow-up process has become obsolete for Grange Insurance’s independent agents. In addition to time and cost savings by going paperless, agents can now track documents and see delivery confirmations, and customers can complete paperwork quickly and easily from anywhere.