INSURANCE (AUTO, HOME, BUSINESS) CASE STUDY
Cut underwriting onboarding time by 65% for a US Regional Insurer
We automated consent & document workflows and moved all signatures to secure eSign, enabling remote ready underwriting and smoother onboarding.
65% Faster
50% Fewer Errors
3 Week Rollout
Insurance (Auto, Home, Business) Case Study
THE CHALLENGE
What was holding them back
Paper Delays
Manual, paper based consent workflows slowed underwriting and extended onboarding timelines.
Process Friction
Disconnected manual steps created avoidable friction across underwriting and customer onboarding.
Customer Drop Off
Slow consent collection and workflow delays weakened the overall customer experience.
CLIENT SNAPSHOT
About the client
Industry
Insurance (Auto, Home, Business)
Geography
USA
Service
Document Workflow
Existing Tools
Paper forms, Email follow-ups, Shared storage & Manual handoffs
THE SOLUTION
Our Insurance (Auto, Home, Business) Solution
Consent Digitization with eSign
- Replaced paper consent packets with secure eSignature to complete forms remotely.
- Standardized templates to reduce missing fields and rework loops.
Workflow Automation for Underwriting
- Automated routing, approvals, and handoffs to eliminate manual chasing.
- Introduced stage gates so files only progressed when requirements were met.
Secure Document Handling & Storage
- Streamlined document packaging, tagging and retrieval for underwriting teams.
- Enabled secure remote processing while maintaining governance and traceability.
Smart Notifications & Visibility
- Automated reminders & status updates to cut follow-ups and delays.
- Gave teams a clear where each file stands view to reduce internal friction.
Compliance Audit Trails
- Ensured each consent action produced a complete audit trail for review of readiness.
- Reduced NIGO style gaps by enforcing consistent completion standards.
THE IMPACT
Measurable Results
65%
Onboarding cycle time
faster (weeks to days)
✓
Operational workload: ~2.5 hours saved per packet
50%
Document quality
fewer errors / missing fields
TECH STACK
Technologies Used
Java
AWS
DocuSign
