Case Study: Madison National Life Insurance achieves faster approvals and streamlined paperless applications with PerfectForms

Madison National Life Insurance - Customer Case Study

Madison National Life Insurance Company, which holds licenses to operate in 49 states, faced slow, paper-based application and approval processes that delayed new policy issuance. Because agents collected information in the field, forms often sat unread or were delayed in transit, so the company needed an intelligent, web-enabled workflow to let agents submit complete applications from anywhere.

Madison National replaced paper with PerfectForms’ smart, offline-capable forms and automated routing, using embedded business rules to auto-fill fields and validate data, plus an API to export XML/PDF/TIFF outputs. The solution is now used by over 200 agents, requires virtually no training, speeds approvals by eliminating paper delays, and improves data quality and processing efficiency.

Madison National Life Insurance

Elino Munsayac

Vice President