About the client 

Pru provides solutions which combine insurance protection with the possibility of saving for any purpose. The company is part of the M&G Group, a global financial group originating from Prudential, the London-based insurer, which has been in operation for over 175 years. Using Autenti’s solutions, Pru transitioned 100% of its insurance contract processes with consultants from a paper-based to an electronic environment.
 

Problem

Pru was facing the issue of needing physical signatures for insurance contracts. Both the client and consultant had to meet in person, which led to numerous difficulties, including lengthening the time required to finalise the formalities. As a result, cooperation started later, delaying revenue generation.

Solution

Pru decided to implement the Autenti platform. As Daniel Fietkiewicz, Director of Sales Support, and Monika Sykulska, Contract Manager, explained:

“We decided to sign contracts with our insurance consultants entirely electronically.”

The Autenti platform was implemented smoothly, with Pru’s team highly engaged throughout the process. The biggest challenge was selecting a suitable electronic signature provider, since for large, multinational corporations it is often a complex process.

In addition to providing the required functionalities, a key element in the implementation of the Autenti platform was the fulfilment of the security conditions, without which the collaboration would not have taken place. 

Results

The implementation of the Autenti platform brought numerous benefits to Pru. The Sales team highlighted above all:

1. Significant reduction in contract finalisation time with clients
2. Convenient signing of contracts from any location and at any time
3. Security
4. Easy document management and access control
5. Complete elimination of paper, making the process modern and sustainable

“Our top priority is the time saved for our consultants in contract signing. Thanks to our partnership with Autenti, they can do this comfortably, anytime and anywhere, in a fast and secure way.”

Thanks to streamlining the insurance contract signing process, consultants can start working with clients sooner and generate revenue:

“The streamlining of contract finalisation translated into reduced time needed to complete the process. Consequently, our consultants can start meeting with clients sooner and begin earning money.”

The Sales team emphasises the importance of control over the document signing process:

“The ability to send documents to different users with varying access levels, such as view-only permissions. This allows us to include all necessary parties in the process without delaying contract signing.”

Marta Sykulska and Daniel Fietkiewicz add that Autenti’s solutions align with Pru’s values and approach:

“One of our core values is foresight: we think ahead - we use modern technologies, tools, and simple service processes. This is all aimed at providing maximum comfort to both our partners and clients.”