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Insurance

Digital Customer Onboarding

Complexity
Medium
Timeline
12-16 weeks
Outcomes
4+

Challenge

Paper-based policyholder onboarding with manual data entry, delayed policy issuance, and poor customer experience.

Solution

Create digital onboarding platform in Experience Cloud with guided applications, document collection, e-signatures, and instant policy delivery.

Key Outcomes

  • Paperless policy application
  • Same-day policy issuance
  • Enhanced customer experience
  • Reduced onboarding costs

Tags

onboardingdigital-transformationinsuranceexperience-cloudautomation

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Implementation Timeline

12-16 weeks
Medium Complexity

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