Case Study: Profitowi speeds up contract signing with Pergamin

Profitowi.pl (Aegon Group) signing contracts with an agency network throughout the country

The customer, Profitowi (Aegon Group), a financial advisory firm in Poland, faced significant challenges in managing paper-based contracts for its nationwide agency network. Their manual process, reliant on Word templates, printing, and couriers, was plagued by lengthy signature collection times, organizational complexity, and a high error rate that often forced the entire process to restart. They engaged the vendor, Pergamin, to implement its document management system.

By implementing the Pergamin system, Profitowi automated its document creation and approval workflow. The solution provided centralised control, real-time status updates, and flexible editing that allowed for quick corrections without restarting the entire process. This resulted in substantial time savings, with contracts now taking just minutes from creation to signature, and eliminated the need for printing and shipping paper documents, leading to greater efficiency and cost reduction.

Profitowi

Eliza Rejter

Sales Support Manager