Digital Adoption Playbook: Insurance Use Cases | Knowledge Market

Digital Adoption Playbook: Insurance Use Cases

This paper asserts that the insurance industry holds a broad set of use cases for carriers and agents, and that automation through DocuSign benefits the Carrier, Agent, and the Customer. In addition, we provide a high level map of classic insurance use cases and how they should be prioritized for implementation.

The goal is to provide a simple, flexible, and high-level “DocuSign for Insurance Playbook” that carriers and agents can use to take advantage of DocuSign capabilities. We provide a rationale for prioritizing Insurance use cases early in the enterprise adoption cycle by citing some of the classic use cases in Insurance and providing a framework for the order of deployment to maximize results and adoption.

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