ABC Fitness: Speed & Confidence in Underwriting

Video transcript

Don’t wait, honestly. It has been a huge time saver for us. It has really transformed the way that we are able to perform our risk and underwriting procedures. I cannot speak highly enough of all of the team members that I have interacted with from Agreement Express.

What was the biggest challenge for your company before working with Agreement Express?

Before we began working with Agreements Express, one of our main challenges was that our process was a lot more manual with regards to underwriting and risk review. A lot of paper documents, a lot of email chains back and forth.

In your previous workflow, how confident were you with your process?

We were utilizing multiple different systems and platforms to pull all of the information that we needed and it definitely makes it a little more confusing and spread out to make sure that you’ve got all of the information accurate and correct. The scorecard has really helped us to feel confident that we have all of the correct information in a more concise and condensed version.

What is one thing that you can’t live without after using Agreement Express?

One thing that I can’t live without now that we’ve begun using Agreement Express is the ability to generate a scorecard with just a click of a button in Salesforce.

How is Agreement Express helping you plan for the future at ABC Fitness Solutions?

The potential for ongoing monitoring, which will help us stay in compliance with our sponsor banks and our partners, our affiliate processors in a much more simplified manner, all housed within Agreement Express.

What’s one tip you would give to your peers thinking about implementing Agreement Express?

I would 100% recommend Agreement Express to anyone who is looking for a solution to simplify their verification process.