UP TO SPEED
Prudential wanted to speed up their form submission process and wanted to standardized the forms to ensure it was always accurately filled.
All this and also ensuring their sales agents always have the latest forms in their hands.
The solution was to go paperless with an e-form submission mobile application that agents can always use on the go without cumbersome use of multiple forms. The key points that helped the agents are :
Fulfil cases faster and in a more effective manner.
Helped the agents with built in tracking of policy numbers and forms in the back end.
Forms and data submitted were always accurate.
Digital signatures / Scanning / Document attachment etc.