Save time and money with simplified enrollment
Carpenter Group streamlined Guardian’s application process to save time and money, and improve the client experience.
Situation
How can a cumbersome application process be transformed into a customer relationship tool?
Over time, Guardian Life Insurance had amassed an unwieldy library of state- and product-specific applications for its insurance products. Magnified by legacy systems that made retrieving and processing these applications time-consuming, bringing new clients on board was cumbersome and far from a positive experience for either customers or the sales force.
Solution
Real benefits in lower costs, faster cycle time and increased goodwill.
Through detailed mapping of bottlenecks, inefficiencies, and areas prone to error, Carpenter Group was able to assist Guardian in streamlining the onboarding process and develop a print-on-demand, “master application” package that reduced processing time from 12 to 2 weeks. Modularized product- and state-specific content allowed agents to create customer-specific applications on the fly. Personalized content and improved information design made filling out the application easier for clients and agents, setting a more positive tone for the relationship.
