Nintex > Case Studies > Grange Insurance Streamlines Agent Onboarding with Nintex AssureSign

Grange Insurance Streamlines Agent Onboarding with Nintex AssureSign

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Applicable Industries
  • Finance & Insurance
  • Transportation
Applicable Functions
  • Logistics & Transportation
Use Cases
  • Time Sensitive Networking
  • Usage-Based Insurance
About The Customer
Grange Insurance is a financial services company based in Columbus, Ohio. It provides insurance products to policyholders across 13 states along the U.S. eastern seaboard. The company is rated “A” in excellence by A.M. Best, holds $3 billion in assets, and garners $1.3 billion in annual revenue. Grange Insurance’s independent partner insurance agents provide auto, business, home and life policies to individuals and businesses of all sizes. The company has a strong commitment to empowering people to live their best lives through their insurance products.
The Challenge
Grange Insurance, a Columbus, Ohio-based company, was facing a significant challenge in its agent onboarding process. The process involved sending paper forms back and forth through the mail, which required manual follow-ups and prolonged the onboarding process to a month, from start to finish. This was particularly problematic as Grange Insurance’s independent partner insurance agents provide auto, business, home and life policies to individuals and businesses of all sizes across 13 states along the U.S. eastern seaboard. 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 not only slowed down the process but also increased the chances of incomplete documents, further delaying the onboarding process.
The Solution
Grange Insurance integrated Nintex AssureSign’s eSignature solution into their document management internal systems to streamline the onboarding process. This digital solution cut the agent onboarding time in half. Now, about 90 percent of the documents in agents’ onboard packets are completed in just two to three days. This has significantly sped up the overall closing process for customers, meeting their expectations of completing paperwork quickly and without having to make multiple trips to the agency. Following the initial success with Nintex AssureSign, the company’s life insurance group also integrated Nintex AssureSign’s electronic signature and document delivery capabilities into their existing systems. This allowed agents to send customer applications electronically from smartphones, desktops, or tablets. If the receiver hasn’t signed after a set amount of time, an automated reminder is sent, further streamlining the process.
Operational Impact
  • The integration of Nintex AssureSign’s eSignature solution has brought about significant operational improvements for Grange Insurance. The manual customer follow-up process has become obsolete, saving time and reducing costs. Agents can now track documents and see delivery confirmations, enhancing transparency and accountability in the process. Moreover, customers can complete paperwork quickly and easily from anywhere, improving customer satisfaction and experience. The digitization of the onboarding process has not only streamlined operations but also positioned Grange Insurance as a forward-thinking company that leverages technology to enhance its services.
Quantitative Benefit
  • 90% of onboarding packets completed in 2-3 days
  • Cuts agent onboarding time in half
  • Grange’s life insurance group services over 50 percent of applications electronically

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