“Before, we were doing business like everyone else. Now, we’re doing it better. Our customer experience is better, and so is our employee experience.”

SVP of Commercial Sales and Partnerships

Global Commercial Insurance Company Triples Proposals Generated and Reduces Quote Time from 3 Days to 30 Minutes

Company generates new business, shortens onboarding process, and automates quoting and self-service to improve the customer experience using Apttus Intelligent Middle Office Platform for Financial Services.

About the Company

A provider of insurance, retirement and investment solutions with 4,700 employees nationwide and nearly $48 billion in assets under administration wanted to expand its retirement services business by using intermediaries, such as advisors and brokers, to resell its retirement, mutual funds and annuity products. Its primary goal was to increase the number of third-party proposals generated from 3,000 to 9,000 annually by streamlining the quote process. The company also sought to automate contract renewals to reduce cancellations from existing customers.

Download the Insurance and Retirement Services Case Study