Case Study: Goosehead Insurance accelerates new business production with DocuSign and Salesforce

Goosehead Insurance Accelerates New Business Production with Docusign and Salesforce

Goosehead Insurance, one of the largest and fastest-growing personal lines insurance agencies in the U.S., needed a faster, more streamlined way to manage its quote-to-bind process and reduce manual work for agents. After migrating its business to Salesforce, Goosehead used DocuSign eSignature for Salesforce to help automate document handling and improve the client experience.

DocuSign implemented eSignature for Salesforce and the Docusign Gen API to auto-populate data, generate customized documents, and route signed policy packages efficiently. The results were significant: Goosehead cut its not-in-good-order error rate from 25% to zero, saved over 19 million sheets of paper, improved SMS delivery rates by 90%, reduced completion times by 36%, and increased completion rates by 5%.

Goosehead Insurance

Brim Basom

Managing Director of Technology and Innovation