On-Demand Webinar

Delight Your Customers with Digital Agreements

According to McKinsey, customers are increasingly ready to leave manual insurance processes behind and move to a purely digital model. Every customer interaction offers an opportunity to deliver a great experience - paperwork simply slows down business and delivers an outdated customer experience.

Agencies and their customers should be able to communicate effortlessly, organize and transmit insurance documents faster. Digitally transmitting insurance agreements eliminates the costs of printing and overnight shipping documents for signatures.

The seamless integration between Vertafore and DocuSign ensures that there is no more printing, faxing, highlighting and mailing paperwork. Jones & Wenner Insurance agency realized very early on that paperwork can slow down business - be it claims , policies or servicing customers. Every customer interaction offers an opportunity to deliver a great experience

Watch this on-demand webinar to learn how Jones & Wenner leveraged the combined power of Vertafore and DocuSign to:

  • Prepare, route and securely transmit documents 
  • Streamline operational processes
  • Minimize fraud risks and stay compliant

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