Improved “InsureSign” Solution by using PDF Tools Products

In today’s marketplace, insurance agents need a way to be accessible to their customers anywhere, anytime. InsureSign is the easiest way to get a document signed by the insured instantly, regardless of their location. Over 75% of insurance sales are initiated over the telephone. With InsureSign, agents have the ability to get a signature immediately, when the insured is ready to purchase. They can also give their customers the added convenience of signing many different documents digitally at home. InsureSign allows assembling all the documents that the customer needs to sign and then send a link to the ­document. The customer simply clicks on the link and signs in their web browser. The completed document is instantly sent back and the customer gets a copy for his records.

Application Requirements

The PDF Technology that originally was integrated within InsureSign did not work properly and was too large to work efficiently. Advance Management Company aimed to reduce the overall size of the application and intended to increase the speed of their solution. Because of small-sized PDF Tools products and little or even no dependencies they integrated the PDF Form Filling and Flattening Tool, the 3-Heights™ PDF Extract tool and the 3-Heights™ PDF to Image Converter.

Implementation

When PDFs are “added” to InsureSign, the 3-Heights™ PDF to Image Converter converts the PDF documents to images. These images are used to show the individual pages of a PDF to allow the end users to interact with the PDF documents. The 3-Heights™ PDF Extract tool extracts the text and the PDF Form Filling and Flattening Tool searches the text for specific key words to know how to process the PDF. The generated data is subsequently used for further processing.

Customers benefit

With the replacement of the previous PDF Technology InsureSign ended up with a faster solution. Insurance agents and their insurance holder’s benefit of a significant faster as well as location-independently PDF processing and downloading speed of all the different documents, such as policy endorsements, no-loss statements, or any other document. Additionally by using the PDF Form Filling and Flattening Tool almost all kind of non-standard PDFs that couldn’t be used before can be processed today.

View complete success story: Improved “InsureSign” Solution by using PDF Tools Products

About PDF Tools AG

PDF Tools AG counts more than 4,000 companies and organizations in 60 countries among its customers, making it one of the world’s leading producers of software solutions and programming components for PDF and PDF/A products.