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Knight Insurance Streamlines Client Paperwork Process with eSignature
适用行业
- 电子产品
- 金融与保险
适用功能
- 质量保证
- 销售与市场营销
用例
- 基于使用的保险
- 视觉质量检测
服务
- 云规划/设计/实施服务
- 测试与认证
挑战
Knight Insurance Group 是一家地区性保险机构,它正在努力应对在其所有地点手动处理客户文书工作的挑战。这种传统方法不仅耗时,而且由于流程冗长,增加了客户流失的可能性。平均而言,新客户需要两周时间才能填写并返回申请表。这种情况远非理想,因为它使管理时间比公司期望的要长。该公司认识到需要将所有管理数字化,以简化文书工作流程并改善客户体验。
关于客户
Knight Insurance Group是一家拥有150年历史的区域性保险机构。该公司为中西部地区的个人和公司提供家庭、汽车和商业保险。公司的历史可以追溯到 1859 年,当时 Shawen, Stieg & Whitaker Agency 在俄亥俄州托莱多成立。多年来,该公司通过二十多次收购不断发展壮大,成为今天的奈特保险集团。尽管不断发展和演变,该公司始终坚定不移地致力于提供优质的客户服务,为各种规模的个人和企业提供优质的保险产品和金融服务。
解决方案
为了实现文书工作流程的数字化,Knight Insurance Group 实施了 Nintex AssureSign 电子签名。该解决方案通过云进行部署,并与该公司 Applied Systems 的 TAM 软件集成。 Nintex AssureSign 的选择受到其与 TAM 的开箱即用集成及其全方位服务客户支持的影响。电子签名解决方案的部署非常迅速,该机构的电子签名功能在短短九天内就完全扩展到所有地点。这一数字化转型计划旨在让客户更轻松地提交文书工作,消除他们打印、扫描或传真文档的需要。
运营影响
数量效益
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