Transition Insurance Agency

Location Charlotte, NC
Industry Insurance
Year founded 2010
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Transition Insurance Agency

About company

Transition Insurance Agency, Inc. is an independent insurance agency that offers a broad range of insurance solutions such as home, vehicle, life, and business, to individuals and business owners across North Carolina, South Carolina, and Georgia.

The company’s full-time professional insurance advisors represent multiple top-rated carriers, thus providing their clients with the best coverage options and pricing. Agency specialists act as personal advisors, performing protection review and coverage analysis before delivering insurance solutions tailored to their clients’ needs.

Transition Insurance Agency helps people protect what they value most by providing personal insurance solutions that include auto, home, RV, life insurance, landlord, and umbrella policies.

The agency also specializes in business insurance, helping companies keep their assets and income protected. This includes business owner policies, commercial property, commercial auto, trucking, general liability, workers compensation, professional liability, and more.

Use case description

Transition Insurance Agency needed a secure solution to digitize its manual, error-prone processes, and speed up insurance workflows within Salesforce.

Using airSlate’s easy-to-configure, no-code Bots, the agency is able to run perfect Salesforce workflows, and automatically pull and push data from Salesforce records to generate insurance contracts and policies. Documents get completed and signed in minutes, reducing turnaround time and delighting customers.

airSlate also helped Transition Insurance Agency boost compliance by providing analytics tools and real-time reporting that allowed the company to track claim processes and policy adjustments in detail.

airSlate WorkFlow has been a great addition to our business!
Michael MooreInsurance Advisor
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