Case Study: Aetna achieves faster, error-free quoting and end-to-end document visibility with DocuSign CLM

Automating the review and redlining processes, allowing Marketing and Sales complete visibility

Aetna Voluntary, the benefits arm of Fortune 100 health insurer Aetna, was hampered by a slow, manual quoting and document-review process. Sales and marketing relied on Microsoft Word, notes and emailed attachments for data entry and redlining, creating versioning issues, lost accountability and costly delays that let customers defect to competitors.

By implementing DocuSign CLM integrated with Salesforce CPQ, Aetna Voluntary automated redlining, created a secure cloud repository and streamlined quote and policy-booklet generation. The new workflow eliminated manual searches and bottlenecks, reduced errors, sped delivery of printed and electronic booklets to customers, and restored visibility and accountability across sales and marketing.

Aetna