Case Study: Aon Affinity achieves a 20% increase in signing rate and near-zero document errors with DocuSign for Salesforce

Aon Affinity Drives Signing Rate and Eliminates Document Errors with DocuSign for Salesforce

Aon Affinity, a division of Aon plc that develops and administers customized insurance programs sold through independent agencies, faced a time‑consuming, error‑prone compliance process: up to 1,000 agencies annually received PDFs to print, sign, fax or scan back, and Aon staff manually rekeyed the data into Salesforce—a task that could take up to 25 minutes per agreement and often caused delays, errors, and lost sales momentum.

By implementing DocuSign for Salesforce with Drawloop integration, Aon automated document generation and e‑signing, cutting rekeying time by more than 200 hours per year, reducing document errors to nearly zero, and shortening final processing to about 90 seconds per agreement; signing rates rose 20% and client satisfaction improved significantly.

Aon Affinity

Sean Wylie

Aon Insurance