The scheduling process was outdated. The flow of paperwork was terribly inefficient. Snail mail was used to deliver contracts. Potential clients had to wait days — sometimes up to two weeks — to get a final contract signed.
Allrisk used Jetveo to streamline the process of scheduling appointments and reviewing contracts. The new app allows representatives to take a picture of final contracts with a mobile phone and send the electronic version. The control department, in turn, reviews the contract immediately and returns it with comments, requests for additional information or for final completion. Specifically, tools were put in place to:
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