Success Case: UNA Insurance

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UNA Seguros is a national insurance company with almost 100 years of history in Portugal. He was born from the acquisition of Groupama's operation in Portugal by Chinese group China Tianying (CNTY). Operates through two companies — Una Life Insurance and Una Seguros — with solutions in the areas of health, accidents, life, financial, automobile, multirisk and civil liability. It assumes the values of clarity and proximity under the "preserving people" signature. So I was trying to make hiring with your customers simpler and faster — And that's when you adopted the digital signature of contracts.

An insurance company intends to accelerate and digitise its contract signing process with its customers (B2C).

DigitalSign has integrated a new functionality into UNA Seguros core system based on DS SigningDesk. So the agents collect all the information from the client and, in minutes, send him the contract.

SigningDesk API integration made the process fluid without the agent having to leave the company core. After collecting the data, the system sends the contract and receives it already signed. Then automatically generate the policy and send it to the customer, anywhere. In this way, the hiring became much faster.

For the customer, the experience is simple: sign wherever you are, without paper and without movements. For Una Seguros, all flow takes place within your own system. As a result, agents save time and reduce filling errors.

In addition, each contract is signed with full legal value and filed in a traceable manner.