Top US Insurance Broker Saves $1,000,000 in Opportunity Cost 

"This is even beyond our expectations"

Background:

Keenan, one of California's largest financial services companies, had 8,000 new retirement plan enrollments to process each year.

It took their teams of analysts 45 minutes on average to do this with PDF and paper-based forms. They estimated spending over 6,000 hours per year dealing with manual application forms.

With the pandemic hitting, they had no choice but to switch from a paper-based application process to digital and reached out to Solusign for help.

Solution:

We worked closely with Keenan's team to:

1. Set up enrollment application forms as DocuSign templates
2. Added form-rules that prevent signers from making mistakes when filling them out.
3. We also integrated their database into DocuSign and set up a clou

Results:

⌛️ Now Keenan’s reps are enjoying 90% less time spent on paperwork! saving 5,000 hours per year!

✅ The team can easily send forms in bulk with just one click and most forms get completed within 24 hours on average.

🔄 The data entered in forms automatically synchronizes with the database for easy review, while completed documents get filed directly into a cloud storage system