Success Story
Industry
Financial Services
Verspieren Optimizes Insurance Workflows with FormAssembly
15 Years
Of time-saving with FormAssembly.
Overview
Verspieren, an insurance brokerage, needed a platform to digitize complex processes like onboarding and risk assessments. They use FormAssembly to create intricate forms, automate conditional workflows, and ensure GDPR compliance by storing data locally in Europe.
Meeting GDPR requirements
Challenge
Insurance Brokerage requires thorough and often complex information gathering. With processes like new customer and employee onboarding, on-site risk assessments, underwriting, and claims processes all in need of digitization, Verspieren needed a platform that could handle complexity, while improving their quality of service. The added challenge of meeting GDPR regulations meant they also needed to localize and store their data in Europe.
We wanted to digitise our forms. We had been using Word or paper. [FormAssembly] has given us a better customer experience, improved quality of service thanks to data traceability and saved time for our customers and our teams.
Solution
Verspieren found their solution in FormAssembly. They can build complex, multi-page forms that collect the information their processes require while also offering dynamic experiences that send customized notifications to different departments and contacts depending on response data. FormAssembly’s forms and the ability to store account data locally in Paris make it easier to meet the requirements of GDPR.
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