Improve Your Operating Margins by Automating the Account Opening Process

Leading organizations in Insurance, Wealth Management, Merchant Card Services, Equipment Leasing and more are turning to Agreement Express to improve their Operating Margins.

Signing up a new client or processing a client renewal can often be a paper-intensive, expensive and time-consuming process.

Some of the paper-process inefficiencies include:

  • Sales people chasing paperwork instead of driving revenue
  • Lack of visibility into "in-flight" agreements
  • Expensive shipping costs
  • Significant labor costs for data error-checking and correcting
  • Re-keying information from completed contracts into internal or external back-office systems
  • Delays in time-to-revenue due to lengthy processes
  • Poor customer experience

Agreement Express solves these business problems by fully automating the customer on-boarding process, from contract publication to completion, through to automatically storing completed contracts into back-office systems.

Sales people have more time to sell, expensive manual labor and shipping costs are removed from the contract process, and your time to revenue is shortened.

Contact us to learn more

Automate Paper-Based Approval Processes

Improve Operational Margins by Automating Contract Workflows.

Download
Success Case Studies

Access Case Studies Questrade Inc.
Reduced Operating Costs by 50%

Download More Stories
Agreement Express for Employee On-Boarding
Paperless Employee On-Boarding Automate Department of Homeland Security I-9 verification process.

Learn More

Customer Testimonial

Customer Testimonials

“With Agreement Express we are now able to offer our dealers and distribution partners a fast and painless contract process. Our partners are happy with how quickly they can start driving more foot traffic by offering TIO’s real-time bill payment services. This brings great value to our organization.”- Tony Habib
Director of Distribution
TIO Networks Corp.