Representatives may provide products and services only to individuals in those jurisdictions where they are licensed or approved. Representatives are not licensed to sell all products in all states/provinces. Primerica Representatives are independent contractors. Just last year, the families we worked with made nearly $10 billion of investments 6 in support of their future goals. Primerica offers affordable term life insurance 5 coverage at a price families can afford, which can leave more money left over to invest in your family's future. Our approach to helping families begins with protecting your income and we believe term life insurance is the best way to accomplish this. 2, in 2022 we were named the Most Trusted Life Insurance Company 3 and the third Most Trusted Financial Services Company 4 by Investor’s Business Daily. As the third largest issuer of term life insurance in the U.S. Since 1977, we’ve helped middle-income families learn the principles of personal finance, reduce their consumer debt and plan for the unexpected. Take the first step today by connecting with your new Primerica Representative. and Canada, one of our team members is located near you and already supports families in your area. With over 135,000 licensed Representatives throughout the U.S. “We look forward to the continued partnership to provide best-in-class digital solutions to our sales representatives and clients,” said Sutton.Today, now more than ever, you need to be prepared for whatever the future holds and protecting your family’s financial future is likely at the top of that list.Ī licensed Primerica Representative 1 nearby can help you create your financial game plan. That includes replacing ink-on-paper forms and static PDFs with dynamic Web Forms that guide users through policy changes in a modern, app-like fashion. “DocuSign has been transformational for Primerica and our processes,” said Sutton.īuilding on its success, Primerica is exploring other transformation opportunities with DocuSign to improve the customer experience. The majority of Primerica’s sales reps have fully embraced mobile signing and are completing agreements in less than two hours. “Incorporating DocuSign into that process has enabled a smooth transactional experience.”īut the impact goes beyond convenience. “Clients trust us to help them make informed financial decisions,” said Sutton. In 2022, close to 97% of all life insurance applications the company received were submitted electronically. “And now, contracts requiring multiple signers can be completed online as part of a real-time digital workflow.” DocuSign empowers a faster application-to-policy processĭocuSign is just one piece of a greater transformation initiative that’s helping Primerica move faster, reach new markets and streamline the client experience at the point of sale and beyond. "We've seen significant improvements in processing times, error rates and customer satisfaction,” said Sutton. And once signed, customers can access their application and related disclosures through DocuSign. It’s also helped Primerica reduce paper processing of those documents using paper by over 23%.ĭocuments and data go straight into Primerica’s insurance administrative system, eliminating manual tasks for staff. Engagements often begin with a Financial Needs Analysis to identify potential solutions for clients.Īdoption of digital tools, including DocuSign, has enabled the company to retain its personalized approach while issuing policies faster than ever before. What sets Primerica apart is that its representatives live in the communities they serve and build face-to-face relationships with clients. "We chose DocuSign because it's a best-in-breed solution that’s well-known and respected in both the technology space and the financial services industry.”īy integrating eSignature with its sales tools, Primerica transformed its application process into a seamless digital experience that supports the company’s uniquely high-touch business model. "Our goal was to simplify processes, save time and enhance security in our digital applications," said Sutton. But paper-based disclosures and forms continued to create unnecessary friction and inefficiencies in the client journey. Primerica Cutting-edge technology elevates Primerica’s “kitchen table” approachīefore implementing DocuSign, Primerica used an internally built e-signature tool.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |