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Case Study: La Familia Auto Insurance achieves centralized document visibility and faster employee onboarding with PandaDoc
A PandaDoc Case Study
La Familia Insurance switches to PandaDoc for HR and agents amid fast growth
La Familia Auto Insurance, a fast-growing Texas insurer with 50+ locations and a few hundred employees, relied on paper-based workflows for agent and HR documentation to meet strict compliance requirements. As the company scaled from about 50 to over 200 employees, the manual process of signing, scanning, storing and shredding documents consumed valuable time, and their first e-signature vendor was costly and offered no centralized visibility across locations — prompting CIO Aly M. to seek a better solution.
Switching to PandaDoc gave La Familia centralized reporting and Quarterly Business Reviews that reveal location-level activity, completion rates and user feedback, helping pinpoint training and process issues. Using PandaDoc’s API, HR automated remote onboarding and company-wide policy distribution, storing completed forms in a secure, searchable HR Workspace — eliminating manual filing, saving hours, and simplifying document processes as the business continues to grow.
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La Familia Auto Insurance
Aly Manji
La Familia Auto Insurance