Customer Communications Management

EBOOK

Think Beyond the e-Signature

How to Surpass Digital Expectations and Simplify Interactions for Both Customers and Employees

The days of visiting a branch office – or printing documents at home to sign and drop in the post – are quickly disappearing. Organizations worldwide are investing in e-signature software to support digital interactions, “contactless” customer interactions and a remote workforce.

But what happens in the customer journey before that e-signature? According to Forrester, 90% of organizations still require manual work to produce agreements for signature.

This new eBook, Moving Beyond E-signature: How to Elevate the Digital Customer Experience, helps you see beyond e-signature solutions to speed up and simplify each step of your customers’ digital journey. Download it now to learn:

Why the e-signature software market is booming and how you can leverage these solutions to support both your customers and employees working from home
How expanding digital interactions can help relieve the pains that 98% of firms like yours face effectively preparing, acting on, and managing agreements
Where you can get more from your investment in e-signatures and digitize even the most complex interactions across customer acquisition, onboarding and service

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Hear What Our Customers Are Saying

“The streamlined workflow processes … have halved the number of manual steps required to generate, modify and present quotations and options. It’s effectively consolidated a week’s worth of work down to just a few days … and the data they’ve collected is far more consistent.”

Jonathan Cook, IT Manager, Aon

Demands for more personalized experiences have reached an all-time high and delivering exceptional customer experiences continues to be a driving force behind digital transformation efforts.

To keep up, many insurance firms are revisiting their current business plans and adding more modern customer communication tools to the mix.

Assessing where your company is along the digital transformation spectrum isn’t always easy—especially when you are working hard just to keep up with day-to-day demands.

Take our quiz now to find out how mature your firm’s current communications are, and start determining the next steps toward digital customer communication management (CCM) maturity.

Are your client communications delivering this for your business?

Speed up time to signature with less friction

Transform static fillable PDFs into adaptive, personalized digital interviews synched with core systems like Salesforce, Workday or SAP. Create two-way conversations built for the digital world.

Deliver more personalized customer communications

Uploading documents for signing is time consuming and tedious. Learn how to dynamically generate personalized agreements in real time, ready for e-signing, even when you have multiple signers and attachments.

Enable responsive, mobile-friendly engagement

Empower customers to interact with you via the mobile device of their choice, or even stop and start a digital process across different devices. Tailor the experience to the customer’s preferences and context.

Optimize the customer journey through analytics

See for yourself how customers behave so you can identify issues, remove bottlenecks and simplify the journey. Understand what changes you can make to deliver a better digital experience while improving internal productivity.

READ THE EBOOK

LEARN MORE

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PHEA delivers more personalized communications while reducing its templates by 50 percent and saving $2.5 million.

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