How Ridgeway Insurance Processes Policy Applications 60% Faster with Digital Signatures
About Ridgeway Insurance Partners
Ridgeway Insurance Partners is an independent insurance agency serving individuals and families throughout the Chicago metropolitan area. Their team of 12 licensed agents offers life insurance, health insurance, Medicare plans, and annuities. They pride themselves on personalized service and helping clients find the right coverage.
The Challenge
Paper Applications Were Slow and Often Incomplete
Insurance applications are document-heavy. Policy applications, beneficiary designations, medical questionnaires, and payment authorizations all required signatures. Clients often completed forms at home and mailed them back — sometimes weeks later, sometimes never.
Incomplete applications were a constant headache. Missing signatures, unsigned medical authorizations, and incomplete beneficiary designations required follow-up calls and re-submissions, delaying policy issuance.
- Policy applications taking 2-3 weeks for completion
- 30% of applications returned incomplete
- Follow-up calls consuming agent time
- Lost mail delaying policy issuance
- Clients frustrated with slow process
The Solution
Complete Digital Application Workflow
Ridgeway implemented Formfy to create a complete digital application process. After meeting with clients, agents send the entire application package electronically. Clients complete and sign everything from their phone or computer.
The system validates required fields before submission, eliminating incomplete applications. Agents can see when documents are opened and signed, allowing proactive follow-up when needed.
Features Used
The Results
Faster Applications, Zero Incomplete Submissions
The transformation in application processing has been dramatic. Policy applications now complete 60% faster on average, with most clients signing within 48 hours of their consultation. Incomplete applications have been virtually eliminated thanks to required field validation.
Agents spend their time on sales and client relationships instead of chasing paperwork. The modern, convenient experience has also become a selling point when competing against other agencies.
- 60% faster policy application completion
- Zero incomplete applications
- Most applications signed within 48 hours
- 100% digital policy workflow
- Agents freed from paperwork to focus on sales
My clients can review and sign their policy documents from their couch. No printing, no scanning, no trips to the post office. It's made insurance feel modern and convenient. I've had clients tell me they chose us specifically because our process was so much easier than other agencies.
Denise Caldwell
Senior Agent at Ridgeway Insurance Partners
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