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Agreement Express Rapid customer onboarding for the financial services industry

60 second explanation

Agreement Express - Introducing 24/7 support! Read More.

Catch up on digital onboarding

Download our latest eBook - The Executive's Guide To Customer Onboarding in a Digital Age

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What are you looking to accomplish?

15 Minute Onboarding

Collect customer information, automate decisions, and start earning revenue in 15 minutes.

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Close More Deals

Make applying easier to vastly increase the percentage of returned account applications.

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Rock-Solid Compliance

Automatically collect and vet customer information to remove the possibility of non-compliant applications.

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How Does It Work?

Capture

Capture information digitally with responsive e-forms, that make sure information is correct the first time

Route

Route information to ERP, CRM, SaaS, accounting, underwriting and internal systems

Automate

Automate application building, compliance, adjudication and fulfilment

Monitor

Monitor, improve and analyze your automated process with real time data in our workflow visualizer

Take out the guess work - Our experts can help

Map

We start by helping you map your process to learn how information moves through your organization

Redesign

We then look for bottlenecks, unnecessary steps and areas that are well suited to automation

Implement

Our experts will help you connect your systems and ensure your information is routed correctly

Measure and Adjust

Once the system starts collecting data, you'll be able to see exactly where problems exist in the process and continually refine from there

Lessons from Experience

Case Study – HUB Corporate Learning

HUB International increases sales, closes more deals and improves bottom line - Agreement Express for Insurance from Recombo.

Case Study – TIO Networks Corp.

TIO Networks Corp. reduced latency in dealer location implementations from 15-30 days to 2-3 days with the help of Contract Management Software — A

Case Study – Telluride Alpine Lodging

Telluride Alpine Lodging leading property management company reduced operational costs by 30k annually with Contract Management Software — Agreemen
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The Square Saga

“Square has become as much known for its industrial design as for its dead-simple digital services… Its secret sauce has been ridding pa

An Introduction to Smart Process Applications

This eBook is written for leaders of financial services firms responsible for business process management, business process reengineering, or for thos
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“With Agreement Express, customers can register accounts in less than a minute.”

Dianna George, Manager of HUB Corporate Training and Personal Lines Underwriting