Forsyth Insurance: Transforming a Traditional Insurance Agency with SignWell's Seamless eSignature Platform
CUSTOMER STORY
With Burton Spivey
President,
Forsyth Insurance
CUSTOMER STORY
With Burton Spivey
President,
Forsyth Insurance
United States (Lincoln, Nebraska)
Insurance / Property and Casualty (P&C)
Forsyth Insurance
Forsyth Insurance is a well-established, larger single-location agency based in Lincoln, Nebraska. With a history spanning over 50 years, Forsyth specializes in property, casualty, home, auto, and business insurance and offers highly personalized customer service that goes beyond the industry standard.
Led by Burton Spivey, who has been with the agency for over two decades, Forsyth Insurance has always focused on delivering a customer-first experience. However, their paper-based processes—particularly those related to signing documents and applications—caused inefficiencies, unnecessary costs, and delays. They needed a simple, cost-effective, and reliable electronic signature solution to modernize operations without losing the personal touch their clients valued.
Forsyth Insurance selected SignWell to digitize their document signing workflows. Thanks to SignWell's ease of use, flexible licensing, and commitment to outstanding customer support, Forsyth could move quickly to a fully digital signature process, eliminating mailing costs, accelerating sales, and preserving its reputation for hands-on service.
At Forsyth Insurance, client service isn't just a slogan—it's the foundation of their business. "When you call us, you're talking to a real person," explains Burton Spivey, President of Forsyth. "We don't pass people off to an 800 number."
However, while their service philosophy was rooted in traditional values, their operations needed an upgrade. Getting clients to sign paper applications and contracts was cumbersome, expensive, and time-consuming. Some customers lacked access to printers or scanners, while others were uncomfortable emailing sensitive documents back and forth. Postage costs were rising steadily, and small inefficiencies—like printing, mailing, and chasing signatures—were adding up to real operational headaches.
"We were wasting time and money," says Spivey. "And with today's busy clients, it's critical to simplify the process."
Initially, Forsyth evaluated several well-known eSignature providers, including PandaDoc, DocuSign, and Adobe Sign. However, the experience was often clunky, confusing, and expensive, especially for an agency that valued simplicity.
"PandaDoc seemed like the best fit at first," Spivey recalls. "But every document counted separately—so if one client needed two forms, it would count as two documents. And it wasn't as intuitive."
Then, through an unrelated vendor interaction, Forsyth stumbled across SignWell—and everything clicked.
"SignWell was intuitive, flexible, and easy enough for everyone—from a 78-year-old salesman to a 19-year-old CSR—to use immediately," says Spivey. "It just flowed better. It was effortless."
Since implementing SignWell, Forsyth has seen significant improvements across its operations:
Faster turnaround: Documents that once took days—or even months—to sign are now completed in minutes.
Higher completion rates: Even previously hard-to-reach clients could sign documents quickly thanks to user-friendly mobile access.
Reduced costs: Mailing, printing, and administrative expenses have been significantly reduced, while internal workflows have become much more efficient.
Staff empowerment: Employees can now send, track, and manage signature requests in under a minute, freeing them to focus more on servicing clients.
"We used to spend 30 minutes to an hour a day just printing and mailing documents," says Spivey. "Now, we send them digitally in less than a minute. It's a 75%+ time savings—and that's before you even account for the indirect costs like office interruptions and supply expenses."
One of the aspects that stood out most for Spivey was SignWell's commitment to customer service—something that deeply resonated with Forsyth's values.
"You can't fake customer service," Spivey says. "The fact that I'm talking directly to your CEO says everything. You guys mean it."
SignWell's team offers free onboarding, fast email support, and personalized guidance to help customers get the most out of the platform. According to Spivey, that attention to detail and responsiveness mirrored Forsyth's approach, and made SignWell feel like a true partner rather than just another vendor.
Forsyth Insurance is ultimately a relationship business. "Clients might switch for price," says Spivey, "but they stay for relationships and for ease of doing business."
SignWell has helped Forsyth streamline internal operations and strengthen client relationships by making every transaction faster, simpler, and less stressful.
"If you can make it easy to do business with you, you're going to win in the long term," says Spivey. "SignWell helps us do that. They make it easy for us, and we make it easy for our clients."
One standout example is a client who had delayed signing critical documents for three months. Finally, prompted with a simple SignWell link, the client signed within 15 minutes.
"That would have never happened with our old process," says Spivey. "Just a quick text with the link, and it was done. It's powerful."
Even better, with SignWell's ability to generate and send links manually, Forsyth found a workaround to improve visibility and completion rates without waiting for future product updates. "It's simple and it works," Spivey summarizes.
When asked whether SignWell lived up to expectations, Spivey is clear:
"It's been better than expected—both inside our office and with our clients. There was almost no resistance, no complaints. Everyone's excited about it."
The ability to bundle multiple documents, capture various signatures, and finalize contracts without complex workarounds has saved Forsyth significant time and money, allowing it to focus on what matters most: serving its customers.
Spivey sums up Forsyth's experience with SignWell in a few simple words:
"Ease of doing business. That's what separates companies today. SignWell made it easy for us, and because of that, we can make it easy for our clients. It's a win for everyone."
As Forsyth Insurance continues modernizing its operations while staying true to its customer-first values, SignWell is proud to be part of its journey.
Download Case Study
We’re available by email, phone, or over a Zoom call to support you whenever you need it.