适用行业
- 金融与保险
- 运输
适用功能
- 物流运输
用例
- 时间敏感网络
- 基于使用的保险
关于客户
Grange Insurance 是一家位于俄亥俄州哥伦布市的金融服务公司。它为美国东海岸 13 个州的投保人提供保险产品。该公司被 AM Best 评为“A”级卓越企业,拥有 30 亿美元资产,年收入 13 亿美元。 Grange Insurance 的独立合作伙伴保险代理人为各种规模的个人和企业提供汽车、商业、家庭和人寿保单。该公司坚定致力于通过其保险产品帮助人们过上最好的生活。
挑战
Grange Insurance 是一家总部位于俄亥俄州哥伦布市的公司,在其代理人入职流程中面临着重大挑战。该过程涉及通过邮件来回发送纸质表格,这需要人工跟进,并将入职流程从开始到结束延长至一个月。这尤其成问题,因为 Grange Insurance 的独立合作伙伴保险代理人向美国东海岸 13 个州各种规模的个人和企业提供汽车、商业、家庭和人寿保单。当在全国范围内招募新的合作伙伴机构时,Grange 必须通过纸质方式收集所需的许可文件,要求双方将文件邮寄和传真到总部或从总部寄出。这不仅减慢了流程,还增加了文件不完整的可能性,从而进一步延迟了入职流程。
解决方案
Grange Insurance 将 Nintex AssureSign 的电子签名解决方案集成到其文档管理内部系统中,以简化入职流程。该数字解决方案将客服人员的入职时间缩短了一半。现在,代理机上包裹中约 90% 的文件在短短两到三天内即可完成。这显着加快了客户的整体结账流程,满足了他们快速完成文书工作的期望,而无需多次前往代理机构。继 Nintex AssureSign 取得初步成功之后,该公司的人寿保险集团还将 Nintex AssureSign 的电子签名和文档交付功能集成到其现有系统中。这使得代理可以通过智能手机、台式机或平板电脑以电子方式发送客户申请。如果接收者在设定的时间后仍未签名,则会发送自动提醒,进一步简化流程。
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