Combined Insurance multi-product form design
Sector
Financial/investments
Returns on investment
- Amalgamated five product forms into one
- Provided competitive advantage by streamlining process to enable in-field-underwritten cover effective immediately
Client quote
BoagMcCann produced an innovative Multi-Product Application Form which meant that our sales agents could offer our full range of services in a single, easy-to-use document. Importantly, our agents gained competitive advantage as BoagMcCann designed the form to allow our clients to retain their own copy at the time of transaction, thereby giving them immediate in-field-underwritten insurance cover.
Alison Kidgell
Marketing Services Manager
Project tags
We wrote and designed an innovative multi-product application form for Combined Insurance that contained 11 policies within one document, requiring only one signature.
Our design meant that all policies could be in-field-underwritten, which decreased processing time and significantly increased policy take-up.
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