Case Study: CFP Insurance Brokers achieves paperless operations and faster client signatures with DocuSign

CFP Insurance Brokers - Customer Case Study

Crist, Fritschi & Paterson is an independent insurance agency led by agent Jim Cantwell, a technology early adopter and industry technology committee vice chair. While transitioning to paperless workflows, the firm found email alone still forced clients to print, sign, and return forms by mail, fax, or scan—causing delays, inconvenience for clients without scanners or fax machines, and missed signatures.

By adopting DocuSign, the agency achieved a true paperless signing process: clients complete forms in minutes, required initials and signatures are enforced, and automatic reminders boost completion rates. Jim also saves time with reusable templates for the many carrier forms he handles. The result: lower mailing and printing costs, fewer errors, faster turnaround, and measurable time and cost savings for the agency and its clients.

CFP Insurance Brokers

Jim Cantwell

CFP Insurance Brokers