Customer Profile Streamlining Agent Onboarding

Customer Profile
Grange Insurance, based in Columbus, Ohio,
provides insurance products to policyholders
across 13 states along the U.S. eastern
seaboard. Grange Insurance is rated “A”
in excellence by A.M. Best, holds $2 billion
in assets and garners $1.3 billion in annual
revenue.
Streamlining Agent Onboarding
Grange Insurance’s independent, partner
insurance agents provide auto, business, home
and life policies to individuals and businesses
of all sizes. When onboarding new partner
agencies across the country, Grange had to
collect the required licensing documents via
paper, requiring both sides to snail mail and
fax papers to and from the home office. This
required manual follow-ups for incomplete
documents, prolonging the onboarding process
to a period of one month from start to finish.
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Solution
Since integrating AssureSign’s electronic
signature solution to 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 twothree days.
Expediting Customer Closing
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. In
Case Study | AssureSign
2013, Grange Insurance’s life insurance group
integrated 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 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.
Benefits
Since deploying AssureSign’s solution, 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.
www.assuresign.com | 407.670.0440 |
@assuresign