Digitizing Onboarding in an Offline World

The first impression a customer gets can make or break a relationship with insurance carriers. In a world expecting instant results, clunky manual processes just don't cut it anymore. 

That’s why a global, multi-line carrier turned to ManageMy to completely transform how it onboards customers. With results like 57% reduction in customer acquisition costs, we’d say this East Coast carrier made the right choice. 

The Challenge: Slow, Manual Customer Onboarding 

Before partnering with ManageMy, this carrier’s customer onboarding was a slow, paper-heavy, and error-prone process. Dealerships struggled to capture customer information efficiently, policy issuance was delayed, and customers were left waiting for confirmation. 

This carrier needed a solution that would: 

• Digitize the entire onboarding experience 
  
• Capture customer data quickly and accurately 
  
• Issue policies in real-time 
• Lower acquisition costs 
• Integrate seamlessly with existing systems 

It was time to reinvent the customer journey from the dealership floor to the insurance portal. 

The Solution: Digitizing Onboarding with MySales 

ManageMy delivered a complete onboarding transformation using the ManageMy Platform. 

Here’s how it worked: 

• A Fully Digital Customer App
  Customers could now complete their insurance enrollment directly from a mobile app or web portal, right at the dealership. With a few taps, coverage was bound and ID cards were generated—no waiting, no paperwork, no stress. 

• Faster, Smarter Data Capture
  ManageMy’s platform made it easy for dealers to capture all necessary customer details in a single session. Information flowed directly to the carrier’s systems without manual entry, cutting down on errors and processing time. 

• Real-Time Policy Documents
  Once a customer enrolled, they received their policy documents and insurance ID cards in as little as 15 seconds. What used to take hours—or even days—now took seconds. 

• Seamless Multi-Layer Integration
  Behind the scenes, ManageMy connected the dealership systems, the carrier’s administration platforms, and customer portals into one cohesive ecosystem. Data moved securely and automatically across all parties. 

The Results: Fast Onboarding & Big Gains 

The transformation delivered immediate, measurable results: 

• 95% reduction in onboarding time 
• 57% decrease in customer acquisition costs 
• 83% improvement in data capture speed 

In less than 12 weeks, the ManageMy platform was fully integrated and operational, reshaping how this carrier did business. With the new platform in place, they improved onboarding and created new opportunities to grow. Customers could manage their policies easily after purchase, reducing strain on administrative staff, and this carrier now had direct access to a growing customer base for targeted offers—driving more sales without needing more agents.  

Setting a New Standard for Customer Experience 

Thanks to ManageMy, the carrier completely changed the onboarding game. What was once a frustrating, manual process is now a fast, digital, customer-first experience that saves money, saves time, and boosts growth. 

Onboarding time down. Customer satisfaction up. Growth unlocked. 

Ready to Transform Your Customer Journey? 

ManageMy helps carriers modernize onboarding, streamline operations, and create simplified customer experiences. 

Learn more about how ManageMy can help you grow at www.managemy.com/my-platform