Case Study: Transition Insurance Agency accelerates policy turnaround and boosts compliance with airSlate

Transition Insurance Agency - Customer Case Study

Transition Insurance Agency, an independent insurance agency serving North Carolina, South Carolina, and Georgia, faced manual, error-prone processes and slow insurance workflows inside Salesforce. To digitize and secure these operations, Transition Insurance Agency adopted airSlate, using airSlate’s easy-to-configure, no-code Bots to automate document and policy generation directly from Salesforce records.

airSlate’s Bots run automated Salesforce workflows that pull and push data to generate, complete, and sign contracts and policies in minutes, cutting turnaround time and improving customer experience. airSlate also added analytics and real-time reporting to boost compliance and give detailed visibility into claim processes and policy adjustments, helping Transition Insurance Agency streamline operations and maintain tighter controls.

Transition Insurance Agency

Michael Moore

Insurance Advisor