Customers success story
Foothills Insurance's Path to Digital Transformation with InsuredMine
Foothills Insurance, under the leadership of Stacy Cholas, recently underwent a significant operational transformation through its collaboration with InsuredMine.
Agency situation
In the past, Foothills Insurance relied on DocuSign and Adobe Sign for their document needs. However, these platforms had limitations regarding the number of envelopes they could send, prompting a quest for a cost-effective alternative.
Solution
InsuredMine provided a comprehensive solution to Foothills Insurance's document management challenges. The InsuredMine platform effortlessly integrates into current business processes and systems like AMS360, simplifying workflows, cutting costs, enhancing compliance, and reducing the time to complete key interactions with your customers
Benefits
Time-saving and efficient processes resulting in a total weekly savings of one hour per individual, equating to approximately $600 in cost reductions.
Introduction
Stacy Cholas played a pivotal role in pioneering a modernized, streamlined operational framework for the entire agency, moving away from conventional methods. Before adopting InsuredMine’s E-Signature feature, Foothills Insurance had to rely on physical mail or hand-delivery for documents requiring signatures, a process both time-consuming and costly. Foothills Insurance discovered InsuredMine through an enticing group discount offer. One of the key factors influencing their decision to switch was InsuredMine’s two-way sync integration with AMS360. Despite encountering initial implementation challenges, including the breakdown of certain components, the responsive support team at InsuredMine promptly and effectively resolved these issues.
InsuredMine's platform is groundbreaking. It has revolutionized our operations, leading to significant time and cost savings.
Stacy Cholas | Sales & Marketing
Challenges - Streamlining Application Completion Process
Life Before E-Signature Adoption
Before adopting InsuredMine’s E-Signature feature, Foothills Insurance had to rely on physical mail or hand-delivery for documents requiring signatures, a process that was operationally inefficient and costly.
Implementation and Utilization
Foothills Insurance faced initial implementation challenges, including the breakdown of certain components. Fortunately, the responsive support team at InsuredMine promptly resolved these issues. The transition to InsuredMine’s E-Signature feature presented some initial hurdles, but Foothills Insurance maintains an optimistic outlook regarding its future impact. They express satisfaction with the support they received in overcoming these implementation obstacles.
“We encountered some initial challenges, but the InsuredMine team supported us every step of the way. We cannot emphasize enough how invaluable that was.”
Stacy Cholas
Solutions & Benefits
Increased operational efficiency
Consolidating Applications and Cutting Costs
The transition from paper-based processes to electronic signatures and straight-through processing represented a significant endeavor for this insurer, requiring a fundamental shift in strategy, operations, and technical infrastructure. Foothills Insurance now seamlessly employs the E-Signature feature multiple times daily, integrating it effortlessly with AMS360 without incurring extra expenses. Although the agency is still in the process of full-scale implementation, the potential of the E-Signature feature appears promising, with over 96% of sent documents already being signed, resulting in an estimated weekly time savings of one hour per person, equating to approximately $600. This strategic investment in infrastructure positions Foothills Insurance to offer clients more cost-effective and expeditious transaction processing, ultimately enhancing the overall customer experience.
Conclusion
The transformation journey undertaken by Foothills Insurance, marked by its migration from traditional paper processes to the adoption of electronic signatures and streamlined operations, reflects a strategic shift that has redefined the way the agency conducts its business. The integration of the E-Signature feature into daily operations, coupled with its seamless compatibility with AMS360, demonstrates the agency’s commitment to enhancing efficiency without incurring additional costs.
While the full-scale implementation is still ongoing, the early results are promising. The journey undertaken underscores the value of strategic investments in modern technology and process optimization, ensuring that the company remains agile and responsive to the evolving needs of its clients in the ever-changing landscape of the insurance sector. As Stacy of Foothills Insurance put it, "The E-Signature feature is transformative. It not only saves us time but also elevates the overall customer experience."
About InsuredMine
Chosen by over 1,000 independent agencies, InsuredMine is your go-to sales and marketing platform with industry-leading integrations. Everything sales, marketing, and analytics, in one platform to help manage the entire customer journey from lead to renewal. Learn more by visiting www.insuredmine.com and experience how InsuredMine can help you in automating and optimizing business processes.
