RightSignature

Back to RightSignature.com

Blog

Try it Now

The Right Way: How RCI Insurance Exceeds Expectations, Projects Professionalism with RightSignature

By: Steve Stormoen / Friday, January 30, 2015

Our series "The Right Way" profiles RightSignature power users, revealing their success secrets and the technology tools they use every day.


RCI Insurance Group is an independent insurance agency in Claremore, Oklahoma, with a serious commitment to its customers. Equipped to handle insurance for your home, car or business, RCI has thrived for over 40 years with the motto, “Exceeding expectations in all of our relationships.”

RCI has found a new way to exceed expectations with its clients by offering RightSignature electronic signatures to simplify all its forms and signed documents. And within RCI, the company has found that forms that used to take days, weeks or even months to get signed are now almost always returned complete and without errors within one day. RightSignature’s Matt David caught up with Amber Helmuth, personal lines manager of RCI, to learn more about how RightSignature has helped them deliver the best experience possible for their clients.

What’s the story behind RCI Insurance? How did it get started, and how did you get to where you are today?

Amber Helmuth: RCI Insurance Group was established in 1972. We sell and service many different types of personal and commercial insurance, life and health insurance, financial planning services, and we provide limited risk management services. And after a change in ownership, RCI Insurance has grown from 3 employees in 1994 to almost 20 employees today.

Our motto is “Exceeding expectations in all of our relationships,” and living by this has contributed largely to the growth of the agency. We work hard to earn and keep the respect of our clients, as well as our companies.

What did your process look like before RightSignature? What frustrations did you have with it?

AH: Before RightSignature, the forms that we needed to get signed would be sent to the clients by mail for them to sign and return in a postage-paid envelope — if they didn’t spill coffee on them before they got them signed and sent back to us.

We could also send the paperwork by fax, but it was usually so distorted that it was unreadable when (and if) we got it back. Or we could email the forms and hope that the email didn’t go to the spam folder or accidentally get deleted — and that the clients would actually find time to print the forms, sign the forms, scan the forms back into their computers and email them to us. A few clients would also stop by the office to sign the forms if they didn’t forget or have something else come up.

If you have ever tried to get a signature from a client using these methods, you know that the turnaround time can be days, weeks or even months in some cases, and there is a lot of wasted time spent calling and reminding the clients that you need signed forms.

How does RightSignature help your process today?

AH: Now, we use RightSignature to send our documents to clients. It’s easy to use — you simply upload the document that you want to send for signatures, enter the client’s name and email address, and drag a box to the areas that you want signed, initialed and/or dated. Since I have been using RightSignature, I typically get signed forms back within one day. I’ve even had some sent back within five minutes of sending!

My clients love it and have given me great reviews on it. It alleviates the hassle on their end, it is easy to use, and it definitely increases production in the agency, as we can now spend more time on the important things instead of trying to get a piece of paper signed.

About

RightSignature is the easiest, fastest way to get your documents filled out and signed online.
Try it now!

Subscribe

RSS Feed