Insurance companies face the challenge of balancing a fast-paced, competitive industry with constantly evolving conditions. To that end, agility, flexibility, and efficiency are essential to remaining compliant while delivering exceptional customer service. A difficult customer onboarding process in insurance, especially with slow document processing, is an easy way to derail momentum.
Anvil empowers developers and product teams with a data-first infrastructure for building online paperwork. Our customers rely on Anvil to capture and transmit structured data to fill PDFs and request e-signatures on those documents.
One such use case is to help insurance/insurtech companies automate their PDF workflows for a smooth, branded, and efficient customer onboarding experience.
Benefits of automated PDF workflows
With Anvil’s platform, your customers and employees will enjoy three unique values in PDF automation.
- Collecting information: Convert and combine insurance forms into simple webforms within your website or application using Anvil's webform generation tool. If you can upload a PDF, you can generate a neatly categorized webform ready to collect customer information and route it to PDFs.
- Routing data: Reduce redundant data entry by using Anvil’s system to map data to as many PDFs or internal databases required.
- E-signatures: Embed e-signature functionality into your insurance platform so you don’t have to redirect users to external document workflows.
Optimize the customer onboarding process in insurance
The insurance onboarding process is a robust one, often involving multiple documents, stakeholders, manual steps, and lots of required information. Traditional methods require a lot of oversight, management, and manual updates of forms and documents. Anvil’s onboarding process automation features smooth, intuitive interactions for insurance companies and their customers.
Customizable workflows, within your application or website, ensure the right documents are delivered to the right people at the right time. Combined with the fact that this automated process utilizes your existing brand’s look, feel, and tone, the experience for the customer feels efficient and professional.
Additional features for insurance companies
Beyond incorporating your brand and the time-saving you’ll experience using Anvil, insurance companies can expect the following benefits as well:
- Security: Each document is encrypted and utilizes industry-leading security protocols. In the world of insurance, protecting sensitive data is going to be a key consideration for your clientele.
- Fast setup: Launch workflows in hours, not months, using Anvil’s Document AI features. If you can upload a PDF, you can build a workflow (try it now).
- Only Pay for Each Packet Signed: All of Anvil’s competitors charge for each packet sent. Anvil only charges for each packet signed. Data shows a 32% packet inefficiency rating across all industries, which leads to abandoned deals and missed opportunities. Some of those abandoned transactions are inevitable, but Anvil’s business model helps soften the blow financially. More importantly, we believe our solution will help minimize abandoned transactions due to the overwhelmingly positive customer experience, putting your insurance company on the winning side of that statistic.
Best practices for insurance document automation
Anvil works closely with insurance companies, like Vouch, where we help automate their PDF processes. Through our experience working with insurance companies, we’ve learned a few tips and tricks along the way:
- Create templates: The foundation of every insurance document workflow is a PDF template. Setting one up is easy (see for yourself).
- Brand your documents: Ensure every document reflects your company’s branding using markdown or HTML/CSS. With Anvil, incorporate all the important information you need without sacrificing your brand’s rightful visibility.
- Develop smart signature threads: Customize signature orders based on your insurance company’s needs, such as sequential signatures from multiple stakeholders, or unordered signers.
Case study: Vouch
Vouch, a digital insurance provider with an emphasis on supporting start-up companies, experienced rapid growth forcing them to continually evolve and update their insurance options, and by extension, their paperwork packets.
This tedious but important process felt slow, making Vouch feel like they were missing out on the chance to onboard more customers with the number of resources dedicated to wrangling PDFs.
By implementing Anvil, Vouch was able to take dozens of common industry forms and populate them with live customer data. This process reduced redundant tasks and made it so that when a customer received a link to their unique packet, much of the information required of them was already pre-filled. This enhanced customer experience meant a faster customer onboarding process in insurance, all within Vouch’s brand and application.
The result: Vouch was able to increase their new client capacity by 33%. Click here to see the full Vouch customer story.
Improve your insurance document automation today
Anvil’s platform is built for flexibility, making it ideal for insurance companies looking to simplify their customer onboarding and document automation processes. By choosing automated PDF workflows, insurers can provide a faster, more personalized experience for their customers. Like Vouch, your company can also expect to increase your own new client capacity, growing your business and market share.
Ready to modernize your PDF workflow operations? Try Anvil to see how you can automate your PDF workflows today.