Case Study
Digitizing Client Onboarding for Fortune 500 Insurance Company
processing center often had a backlog that kept new clients waiting. The back- log became so severe that the sales team had to stop closing new accounts, because the processing center simply couldn’t handle any new customers. Errors in Sensitive Data Due to the fact that the process wasn’t guided, forms were often filled out incor - rectly or missing information. In addition, the legibility of hand-completed forms caused problems both for