Case Study: Sattler Insurance achieves faster renewals, increased sales and reduced admin costs with DocuSign

DocuSign Digital Transaction Management Boosts Revenues, Saves Time and Costs, and Enhances Security for Sattler Insurance

Sattler Insurance, a Lewiston, Idaho agency serving auto, home, business and life clients—particularly outfitters and guides—faced slow, paper-heavy processes that frustrated remote customers, exposed sensitive data, and burdened staff with an extra hour a day each (across four employees), pushing the firm toward hiring another person and causing renewal cycles to stretch up to two months. Security and compliance concerns around personal information and signatures added urgency to modernize.

By adopting DocuSign’s Digital Transaction Management platform, Sattler built templates and automated workflows that 99% of customers now use, enabling auto-reminders, clearer tracking, and stronger security. The change saved an hour per day for four staff, avoided a new hire, shortened contract renewals by 1–3 weeks, and helped drive roughly 10% sales growth in the first year—delivering faster revenue, lower costs, and improved customer experience.

Sattler Insurance

Nancy Sattler

Principal Owner, Sattler Insurance