Create a fully digital system for collecting customer information: move paper forms online, build in logic to skip unnecessary questions, and directly integrate with external systems for key information (e.g. license validation, etc.). Automatically check for Not In Good Order (NIGO) inputs during the application process to avoid manual back and forth. After the quote is delivered, send auto-generated policy documents with e-signature functionality.
Improved customer satisfaction
Provide customers with self-service functionality for on-demand access to information and improved data gathering.