Health Insurance Customer Story




S-Docs Document Generation
S-Sign E-Signature

Use Cases

Renewal Agreements
Bulk Document Generation


This health insurance provider is committed to connecting their members with the best care and wellness tools. As the largest health insurance provider in its state, its mission is to deliver affordable solutions to improve the care and health of its members and communities.

The Challenge

This provider faced growing inefficiencies in their renewal processes. Renewal agreement documents were created through inflexible Visualforce pages that took too long to generate and couldn’t be customized.

When it came to getting these agreements signed, paper processes were king. Documents had to be printed for wet signature collection and then stored in physical folders. From start to finish, the renewal process simply took too much time out of the day. Productivity was being hurt and the reliance on physical paper didn’t bode well for the upcoming pandemic.

The team needed to find a document workflow solution that would integrate well with Salesforce, reduce the time it took for agreements to get created, signed, and stored, and lessen their paper dependencies.

The Solution

With the help of S-Docs’s 100% native document generation and e-signature solutions, this health insurance provider was able to digitalize their entire renewal process from start to finish.

Instead of taking days to complete, their agreements and other bulk documents are now ready in a matter of minutes. Since S-Docs is a 100% native app, documents are generated entirely within the Salesforce platform - no server latency means no waiting around.

While faster agreement generation removes internal inefficiencies, the addition of S-Sign e-signatures creates a more seamless experience for the provider's members. Renewal agreements can be reviewed and signed from anywhere, anytime - and sales reps can track the entire process in Salesforce. The best part? Member information never leaves Salesforce: S-Docs and S-Sign keep all data within the secure Salesforce cloud, all the time.

Finally, the team now has the flexibility to modify documents as their needs change and their business grows. The S-Docs template editor lets them easily alter their document templates without ever leaving Salesforce.

The Impact

This health insurance provider has seen an incredible increase in productivity due to the digitalization & automation of their renewal process with S-Docs. Sales reps in the field can spend more time selling, and members can easily and quickly renew - when and where they want.

“We’re always finding more and more people that want to use document generation functionality. We hope to get to a point where most documents that our organization creates come from S-Docs exclusively.”

-Manager of Marketing Systems