Enhancing Customer Onboarding: How One Insurer Improved Satisfaction by 25% with iComply

by Jan 7, 2025

Sarah, the operations lead at a national insurance company, knew their onboarding process was holding them back. While their coverage options were competitive, signing up new clients felt slow and outdated. Customers were frustrated by repeated document requests and long wait times. Some even gave up before their policies were activated.

Sarah needed a solution that was fast, secure, and customer-friendly—and that’s when she discovered iComply.

A Seamless KYC Experience

Before iComply, clients had to email sensitive documents and wait for manual identity checks. Onboarding often stretched into days or weeks as Sarah’s team struggled to verify IDs, cross-check watchlists, and track missing forms.

With iComply, everything changed. Clients uploaded documents through a secure, branded portal, and iComply’s automated KYC system verified identities in real time. Sanctions screening, biometric checks, and document authentication were all completed instantly—no more back-and-forth emails or manual follow-ups.

Faster Onboarding, Happier Clients

Onboarding times dropped by over 50%, and customer satisfaction scores improved by 25% within months. Clients appreciated the fast, seamless process, and Sarah’s team had more time to focus on customer relationships instead of manual compliance tasks.

Audits became easier too—every verification step was logged automatically, and reports were generated with a single click, making regulatory reviews stress-free.

Turning Compliance into a Strength

By adopting iComply, Sarah’s team turned a cumbersome process into a streamlined customer experience. Clients felt valued, secure, and reassured from day one.

If your onboarding process feels like a roadblock, iComply can help you turn it into a competitive advantage. Let’s make compliance simple, secure, and client-friendly.

Vaidyanathan Chandrashekhar

Vaidyanathan Chandrashekhar

Advisors

“Chandy,” is a technology and risk expert with executive experience at Boston Consulting Group, Citi, and PwC. With over two decades in financial services, digital transformation, and enterprise risk, he advises iComply on scalable compliance infrastructure for global markets.
Thomas Linder

Thomas Linder

Advisors

Thomas is a global tax and compliance expert with deep specialization in digital assets, blockchain, and tokenization. As a partner at MME Legal | Tax | Compliance, he advises iComply on regulatory strategy, cross-border compliance, and digital finance innovation.
Thomas Hardjono

Thomas Hardjono

Advisors

Thomas is a renowned identity and cybersecurity expert, serving as CTO of Connection Science at MIT. With deep expertise in decentralized identity, zero trust, and secure data exchange, he advises iComply on cutting-edge technology and privacy-first compliance architecture.
Rodney Dobson

Rodney Dobson

Advisors

Rodney is the former President of ADP Canada and international executive with over two decades of leadership in global HR and enterprise technology. He advises iComply with deep expertise in international service delivery, M&A, and scaling high-growth operations across regulated markets.
Praveen Mandal

Praveen Mandal

Advisors

Praveen is a serial entrepreneur and technology innovator, known for leadership roles at Lucent Bell Labs, ChargePoint, and the Stanford Linear Accelerator. He advises iComply on advanced computing, scalable infrastructure, and the intersection of AI, energy, and compliance tech.
Paul Childerhose

Paul Childerhose

Advisors

Paul is a Canadian RegTech leader and founder of Maple Peak Group, with extensive experience in financial services compliance, AML, and digital transformation. He advises iComply on regulatory alignment, operational strategy, and scaling compliance programs in complex markets.
John Engle

John Engle

Advisors

John is a seasoned business executive with senior leadership experience at CIBC, UBS, and Accenture. With deep expertise in investment banking, private equity, and digital transformation, he advises iComply on strategic growth, partnerships, and global market expansion.
Jeff Bandman

Jeff Bandman

Advisors

Jeff is a former CFTC official and globally recognized expert in financial regulation, fintech, and digital assets. As founder of Bandman Advisors, he brings deep insight into regulatory policy, market infrastructure, and innovation to guide iComply’s global compliance strategy.
Greg Pearlman

Greg Pearlman

Advisors

Greg is a seasoned investment banker with over 35 years of experience, including leadership roles at BMO Capital Markets, Morgan Stanley, and Citigroup. Greg brings deep expertise in financial strategy and growth to support iComply's expansion in the RegTech sector.
Deven Sharma

Deven Sharma

Advisors

Deven is the former President of S&P and a globally respected authority in risk, data, and capital markets. With decades of leadership across financial services and tech, he advises iComply on strategic growth, governance, and the future of trusted data in AML compliance.