Project Name
Insurance E-Submission Platform
ABOUT THIS PROJECT
Insurance E-Submission Platform
✦
OVERVIEW
✦
The client aimed to revamp their existing application system into an electronic submission platform that would also serve the agency channel. This transformation is intended to enhance usability and streamline sales processes.
Project Details
✦
OVERVIEW
✦
The client aimed to revamp their existing application system into an electronic submission platform that would also serve the agency channel. This transformation is intended to enhance usability and streamline sales processes.
✦
Challenge & Opportunity
✦
The client faced difficulties in defining many of the necessary forms, and the overall sales process lacked clarity. This situation necessitated a thorough analysis of the entire sales workflow, presenting an opportunity to identify and address inefficiencies.
✦
Solution
✦
By digitizing the end-to-end selling process, including form filling and e-signing, the client was able to significantly increase their one-time closing rates and improve operational efficiency. This digital transformation enhances both the user experience for agents and the overall effectiveness of the sales process.