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CGIA adopts eSignature with HelloSign and Improves Sales with a 17% Faster Time to Close

Carnegie General Insurance Agency Closes Sales Faster with HelloSign


Carnegie General Insurance Agency is a 30-year old business that specializes in non-standard auto insurance. The company provides coverage for a full range of personal and commercial line products such as motorcycle, collector automobiles, watercraft, and more.

 

CGIA works with producers - independent insurance agencies - on insurance application processes, but they were using a traditional, paper-dependent workflow to generate final policies.


The print-sign-scan-fax-email workflow significantly impacted the producers’ workflow because it would take two or three days to get legally binding signatures on new insurance applications into their content management system (CMS). They needed to automate their processes to deliver the highest quality customer service to insureds, producers, and carriers.


They initially integrated DocuSign, but, as Bob says, “With DocuSign, we had 2X cost increases that weren’t correlated to usage or features. It was dissatisfying given all the work we put in to make it work.”


After evaluating other solutions like Adobe Sign and RightSignature, Bob’s team quickly identified HelloSign as the ideal long-term partner to enable them to improve quality of customer service and speed up legally binding transactions.


“What I like most about HelloSign is that it provides an equivalent level of functionality, is more affordable compared to DocuSign and other eSignature solutions, and it provides an enhanced mobile end user experience”, says Bob.


In just two months the team had seamless migrated off DocuSign. Read the new case study to learn how HelloSign is enabling CGIA to deliver final policies 17% faster, reduce the time to close sales, and save 700+ hours per year with an optimized workflow.


Miguel Huizar, producer for CGIA shares, “With HelloSign we’re able to close sales about 17% faster compared to the manual signature process.


“HelloSign’s seamless signing experience has allowed us to deliver evidence of insurance in real time and we’ve seen a reduction in the time it takes to close a sale. HelloSign has become a necessity for our business as online shoppers demand a hassle-free way to buy.”


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