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Customer Spotlight: How My Insurance Agency Thrives with DocuSign

 

Contributed article by Sharon Robles, Independent Insurance Broker at Sharon Robles Agency, LLC. 

 

Starting over as an Independent Insurance Broker after almost 18 years as a Captive Agent has had its own challenges. But with every challenge there are opportunities to transcend the bumps in the road. DocuSign is one of those opportunities.

Every now and then, a product comes along that revolutionizes the way you do business: DocuSign is one of those products. A natural fit with my business, DocuSign drives my fast-paced workflow and helps me close approximately 80% - 90% of my quotes. The rapid ability to increase the volume of insurance contracts needing signatures is a true coup for my agency. 

Prior to DocuSign, there was a tremendous burden placed, not only on my small office staff, but my clients to obtain all the necessary signatures. The process involved sending copious e-mails and even more attachments. An unfortunate side effect of paper processes, my clients were forced to print, sign and fax, scan and email or send the documents back to me via snail mail. Many clients had to rely on printing these documents at their place of business because they didn’t have printers, scanners or fax machines at home. To further complicate matters, a change in my postal carrier’s route could disrupt my incoming mail for weeks. Even if a client had diligently completed all necessary steps, we had no choice but to resend the entire package. Now, imagine repeating this scenario for fifty new clients per month who were purchasing multiple policies. Suffice to say I needed a “Life-Friendly” process that would ensure seamless and stress-free business.

Now, imagine an alternate universe where all documents can be received in an email and signed on a smart phone, tablet, laptop or desktop with the click of a mouse or touchscreen and returned instantaneously. With DocuSign, we packed away the printers and scanners since we could obtain signatures from anyone, anywhere! We even emailed insurance documents to a client vacationing in Florida: He signed his home, auto and business policies right on his smart phone! 

DocuSign has cured the key pain point of signature compliance. We are growing our business as rapidly as we close business! In fact, DocuSign is responsible for the influx of referrals from genuinely happy customers. As those with signature compliance in the insurance industry can image, such a reality is a dream come true.

 

Find Sharon at www.sharonroblesagency.net and connect with her on Facebook and LinkedIn 

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