Automating The Insurance Sales Workflow

Insurance sales are highly regulated and can require several procedures that change depending on a variety of elements. This makes it essential that digital systems can be easily adjusted to account for changing variables and regulatory requirements. In this piece, we will discuss how automated workflows enable a seamless, fully-compliant, and efficient insurance sales process that also provides a superior customer experience. Many insurance agents already make use of digital tools to sell more efficiently and easily to today’s impatient customers. Standalone tools such as eSignatures are now widely used. Yet over time, agents understand those point solutions cannot offer them the kind of automation and seamlessness required to maximize each sales interaction.