Responding to the competitive climate of the industry, CalChoice needed a way for business insurance agents to get custom quotations for their clients quickly. They needed an automated method to handle these quotations. They range from 50 to 200 pages of complex tabular material, and are often run multiple times during the sales process.

THE AXIAL SOLUTION HIGHLIGHTS:

• The Axial solution provides a fast and reliable way for agents to enter client information via a secure web browser, and within minutes, access the completed proposals in a PDF file.
• The solution eliminated the paper-based and resource-intensive process that previously took as long as a full day.
• Quotations can be created on-demand automatically, without manual intervention.
• The solution lead to significant savings of administrative resources.
• There was a positive impact on sales because current, up-to-date information can be delivered immediately.