This post is the fourth installment of our series: “Adoption Playbooks: Providing a deployment framework to maximize results.” Check back each week for the latest blog post authored by a member of our Customer Success Architect (CSA) team where we will share deployment best practices from real-world implementation experiences in the field. We hope you will find these blog posts and the accompanying white papers insightful. 

I’ve spent more than fifteen years working in the insurance industry and am still astounded by the volume of transactions that involve paper. Even processes that seem to be automated because they start somewhere on the Internet are often hindered by paper in back office processing.

Insurance carriers and agents know that in today’s world people want digital options that let them take care of business while on the go. Customers want to sign on their phone, on their tablet, and no one wants to drive around town in search of a fax machine. If a company is difficult to do business with, customers go somewhere else. This is why every insurance business needs to go digital.

Digital Transaction Management (DTM) is much more than just gathering an electronic signature, it’s a way to connect platforms like CRM, Agency Management Systems, mobile apps, Policy Admin Systems, and keep business digital along the way. Cutting out paper results in faster transactions and lower error rates. For traditional brick and mortar agencies, paperless transactions allow them to still strongly compete with Internet and direct sales.

How can Digital Transaction Management empower the traditional agent to compete with the Internet?  When agents don’t have to manage and track oceans of paperwork, they can invest more time in personally engaging with customers to tailor solutions to their unique needs. Even more, customers are also freed of signing and managing paperwork if you enhance their experience with digital transactions. Ultimately, you’ll build your brand and reputation by adding value and ease to your customers’ lives.

This week’s Digital Adoption Playbook is meant to get you thinking digitally about billing, claims, sales, and service processes that exist in a carrier or agency. These core functions are present across most product types – personal, commercial, life, and health – and DocuSign DTM is the perfect way to help you accelerate your delivery of fully digital processes to customers.

Treat this guide as a playbook to leverage Insurance wins so you can win.