Garden State Life Insurance
Email This Page   |   Learn More

Resource Center 

Financial Representatives Embrace Electronic Applications and Signatures in Life Insurance Process

This Fortune 1000 company provides insurance and financial products to more than one million households and businesses throughout the United States. Client satisfaction has long been a top priority for this insurer, and the company strives to provide its financial representatives with the tools they need to deliver exceptional, convenient service.

Toward that end, the company has equipped financial representatives and clients with the ability to complete, sign and submit life insurance applications electronically.

Business Objectives

  • Make it easier for customers and representatives to do business with this life insurer
  • Process life insurance applications faster and more efficiently

The Problem

  • Manual processing of applications led to write-backs and delays
  • Applications returned with missing documents, data and signatures

The Solution

  • Keep the application process electronic from start to finish
  • Equip 2,200 captive representatives with Web-based, e-signature solution and e-signing pads

The Results

  • High adoption by both carriers and customers
  • 45% of agents using the system / 40% of application completed electronically

Continue Reading the Full Insurance Agent to Consumer Case Study