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Speeding up paperwork processes and closing more sales with online fillable forms

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Client profile:

Frontline Insurance Group is an insurance sales organization for major companies such as Liberty Mutual, Hartford, Travelers and Progressive. The company provides commercial insurance quotes to a variety of independent contractors and small businesses.

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Base of operations:

The main office is located Phoenix, AZ, with a branch of independent representatives that work remotely all over the United States.

problem

Problem/Challenge:

Making insurance documents quick and easy to complete was an important part of the company’s customer benefit. Frontline insurance brokers needed a cost-effective solution that would help them speed up their document workflow and client data collection.

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How the problem was solved:

Frontline Insurance conducted online research that analyzed several popular alternatives in the market of document management platforms, such as Adobe Acrobat and PandaDoc, and eventually opted to go with PDFfiller.

Emily Dingman
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It was simple, fast and I knew it was an easy solution for any of us here.

Emily Dingman

Commercial insurance broker at Frontline Insurance Group

In which situations does Frontline Insurance LLC use PDFfiller?

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Filling out insurance documents with client data

PDFfiller immediately converts any PDF document into a fillable format online. Frontline Insurance brokers fill out insurance applications and court certificates for their clients quickly and easily with no assistance from any third-party applications.
Using PDFfiller ensures that Frontline Insurance timely responds to every case, keeping its service level high and its business growing.

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Allowing clients to electronically sign insurance documents

Brokers at Frontline Insurance convert pre-filled PDFs into interactive fillable forms, which they use to collect electronic signatures from clients. A fillable PDF form preserves the format of the original document on either a recipient’s desktop or mobile screen. The transition from traditional two-copy agreements on paper to e-signatures granted the company a far more efficient contract process without delays or any need for parcels sent overnight.

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All-in-one platform for efficient document management

Today, more and more businesses are switching to all-in-one document management solutions to boost the efficiency and consistency of their daily workflows. With PDFfiller, companies like Frontline Insurance get an online PDF editor, fillable form builder, e-signature manager and secure online storage at an affordable price.

 

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This saved us an incredible amount of time! It feels like
PDFfiller was custom created for us.

Emily Dingman

Commercial insurance broker at Frontline Insurance Group

 

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