Case Study: Primerica accelerates financial services workflows with DocuSign

Primerica Partners with Docusign to Deliver High-Tech, High-Touch Financial Services

Primerica, one of the largest financial services organizations in the U.S., needed to modernize its application process as it grew while preserving its high-touch, face-to-face service model. Before working with DocuSign, paper-based disclosures and forms created friction, and its internal e-signature tool no longer met the needs of its 135,000+ licensed representatives.

DocuSign helped Primerica integrate eSignature with its sales tools to create a seamless digital workflow that reduced manual tasks and improved security, speed, and customer experience. The results were significant: paper processing dropped by over 23%, nearly 97% of life insurance applications were submitted electronically in 2022, and most agreements were completed online in less than two hours.

Primerica

Misty Sutton

Senior Vice President of Project Management & Automation