From policy consultation to contract signing in a single session
Even complex insurance products that require intensive consultation can be advanced to the contract stage during a single meeting, including digital signature and without media disruption.
- Simplified underwriting process
- Digital contract signing built-in
- Higher first-session close rate
- 45%
- Faster policy closing
Without the right tools, deals slip away
Complex underwriting processes
Risk assessment and policy configuration require multiple steps and back-and-forth that delay closings.
With Univerx:
Walk customers through underwriting questions in real-time. Guide them through forms and complete the process together.
Media disruption at contract stage
Customers are ready to sign but need to switch to another channel, print documents, or visit an office.
With Univerx:
Capture legally binding digital signatures during the consultation session. No printing, no mailing, no delays.
High processing costs
Post-processing, paper handling, and multi-channel follow-ups drive up costs and extend close times.
With Univerx:
Eliminate post-processing with end-to-end digital workflows. Close deals in one session, not several.
Traditional process vs. with Univerx
| Measure | Traditional | With Univerx |
|---|---|---|
| Policy closing time | Traditional 10+ days with paperwork | With Univerx 1 complete session |
| Post-processing steps | Traditional 15 manual steps | With Univerx 6 automated steps |
| First-session close rate | Traditional 12% of meetings | With Univerx 36% of meetings |
From consultation to close
A seamless journey from first contact to signed contract, guided every step of the way.
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Live policy consultation
Discuss coverage options and guide customers through product details with video and co-browsing.
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Guided application
Walk through underwriting questions together. Customers see exactly what's being filled in and why.
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Digital contract signing
Complete the policy with a digital signature on any device: smartphone, tablet, or laptop.
Measurable impact on your bottom line
What our customers say
We've cut our average policy closing time in half. Customers complete everything in one session: consultation, application, and signature.
Michael K. Director of sales operations National insurance group
Ready to close more deals?
Start co-browsing and running one-click video calls with the people you sell to and support.