Results

We created a centralized contract repository, allowing users to find the necessary document using the metadata inside it. Next, we automated the Benefit Plan Booklet by setting up a dynamic questionnaire-style template that adjusts the list of questions and the final text based on the user’s answers, encompassing up to 50 questions. We established separate workspaces for each team working with ContractWorks, equipping them with tailored automated templates and workflows. Additionally, we implemented bilingual functionality, allowing contracts to be drafted in both English and French.

The implementation empowered three separate GreenShield teams to use ContractWorks autonomously. With a centralized contract repository, all teams now enjoy easy access to contracts, boosting compliance, data visibility, and customer experience. Drafting time for the Benefit Plan Booklet decreased from 8 hours to just 1 hour. The overall time invested in handling other contracts was reduced from 2 hours and 40 minutes to a mere 6 minutes. Additionally, Sales greatly improved customer contract signing processes through a native e-sign.

ContractWorks simplified and streamlined GreenShield’s contract management, resulting in significant improvements across their operations.