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Insurance is moving online. How are you keeping up?

Modern insurance brokers have already created online experiences for customers to easily get started on new insurance policies.

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Insurance Onboarding

The paper-based process of signing up a client for a Life, P&C, or Benefits policy is painful and costly for the carrier and advisor alike. You’re probably here reading this because you want to decrease the cost of onboarding a new or existing client into a new policy. Or maybe you want to keep up with competitors who are offering amazing digital experiences for clients and advisors.

We’re here to help.

Plain and simple, these are the outcomes of using the Agreement Express onboarding platform:

  • Onboard clients into new policies in a fraction of the time

  • Reduce administrative overhead

  • Free advisors up to sell more

  • Scale the business without doubling employee count

  • Provide an exceptional, fast, digital experience for clients and advisors

With Agreement Express, one Insurance Company:
Reduced unreturned application rate to sub 5%
Reduced closing time by 3+ days

When it comes to insurance onboarding, customers expect they’ll be able to sign up for their policy like they do for everything else: online. Your competitors are going paperless, and if you want to keep up, you can’t afford to not adopt a fast, digital, onboarding process.

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What Could the Insurance Onboarding Process Look Like with Agreement Express?

Step 1

The client enters the necessary information on the device of their choosing using online landing pages.

  • The advisor doesn’t need to be physically present with the client, and the client is given a fast, digital experience on their most familiar device
Platform Tools Utilized: Forms Editor, Landing Page Builder
Step 2

Based on the information entered, the client automatically receives the appropriate digital document package, using our business engine rules.

  • Document signing time is exponentially sped up by having the digital document package sent to the client’s inbox upon filling out initial information
Platform Tools Utilized: Business Process Management, Document Queuing
Step 2

Based on the information entered, the client automatically receives the appropriate digital document package, using our business engine rules.

  • Document signing time is exponentially sped up by having the digital document package sent to the client’s inbox upon filling out initial information
Platform Tools Utilized: Business Process Management, Document Queuing
Step 3

The client never enters the same piece of information twice. All information they initially entered is mapped to the digital document package.

  • NIGO problems are proactively prevented by not allowing incomplete or incorrectly entered fields to be submitted
Platform Tools Utilized: Document Queuing, Data Warehouse
Step 4

Digital signatures can be given from any device instantly, “moving” the document where it needs to go seamlessly.

  • With no travel time or data entry necessary, back office teams are able to begin underwriting immediately
Platform Tools Utilized: Digital Signature, Document Queuing
Step 5

With the Underwriting Extension, underwriting teams can automate the KYC and credit reports by having client data sent to third party data sources.

  • With our data dashboard, carriers and agents get total visibility into client data for reporting, optimization, and upselling
Platform Tools Utilized: CRM, Temporal Reporting, Data Warehouse, Work Queuing
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Case Studies & Related Content

Case Study – HUB International

HUB chose Agreement Express to automate its entire personal lines sales process.

The software-as-a-service (SaaS) is used to create applications, distribute digital signatures and process, and review and issue policies. Agreement Express was customized to address the company’s unique usage patterns and business requirements based on a pilot with five users in HUB’s sales organization.

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