2025 Customer Experience Winners: H&R Block and Alpine Intel

Conga Team

05/08/2025
5 min read

Key Insights

2 Customer Experience winners: Alpine Intel and H&R Block

Alpine Intel cut report writing time by 57%

H&R Block saves ~550 hours and $68,000 annually

H&R Block creates contracts in seconds, not hours

As customer expectations continue to evolve, delivering an exceptional customer experience is no longer optional—it's a business imperative. From the initial engagement through post-purchase support, every customer interaction plays a pivotal role in brand success. The Customer Experience category of the 2025 Conga Inspire Awards showcases organizations that prioritize customer relationships and differentiate themselves as customer experience innovators. Let’s meet our winners.

Alpine Intel 

Alpine Intel is dedicated to innovation across the property, auto, liability, and workers comp insurance fields—helping customers reach peak performance throughout the policy lifecycle. Their various operating brands are respected as industry leaders, as a result of their scale and their track record of conducting expert, specialized, and accurate investigations. Above all, Alpine Intel is committed to delivering actionable intelligence.

Conga products: Conga Composer, Conga Batch, and Conga Sign

Background: A history of business mergers left Alpine Intel with primarily manual processes for creating invoices, managing claims, and writing reports—not to mention an inconsistent brand experience for customers. Adopting Conga solutions allowed Alpine Intel to streamline their complex business processes while delivering a more cohesive and personal customer experience.  

Key outcomes:

  • Increased claim volume without hiring additional staff
  • Reduced report writing time by 57%
  • Created an automated client scorecard to view metrics across all claims 

Automating processes with Conga technology has been a game changer for Alpine Intel. Not only have they improved the speed and scale of their business processes by eliminating labor intensive tasks, but they have also elevated the customer experience at scale. These results demonstrate a true commitment to improving customer satisfaction and creating long-term customer relationships.

H&R Block 

H&R Block is dedicated to helping its clients and communities through global tax preparation services, financial products, and small business solutions. By integrating digital innovation with human expertise, the company ensures its clients achieve optimal outcomes during tax season and improve their financial well-being. Additionally, Block empowers small business owners with year-round bookkeeping, payroll, advisory, and payment processing solutions.  

Conga products: Conga CLM

Background: As H&R Block’s franchise buyback and acquisition volume increased, their manual contracting processes quickly became unmanageable. A lack of proper technology and unified data made effective collaboration difficult—and creating each agreement manually left the company open to significant risk. They implemented Conga CLM to automate buyback and acquisition contracts, improving end-to-end efficiency in the process.  

Key outcomes:

  • Contract creation in seconds rather than hours, savings ~550 hours annually
  • Cost savings of at least $68,000 due to increased efficiency and self-sufficiency
  • Faster, more accurate contract experience for customers
  • Improved contract visibility, consistency, and accuracy

Automating contract processes with Conga CLM helped H&R Block to optimize departmental resources and expand their capacity to handle complex transactions. Their streamlined processes have also enhanced the customer experience by improving consistency, eliminating bottlenecks, and reducing contract errors.

We congratulate these organizations for their dedication to elevating customer relationships and delivering an outstanding experience at every touchpoint. The incredible results achieved by Alpine Intal and H&R block highlight the transformative power of Conga solutions in redefining customer experience.  

Frequently Asked Questions

  • It recognizes organizations that prioritize customer relationships and stand out as customer experience innovators, from initial engagement through post-purchase support. The 2025 winners in this category are Alpine Intel and H&R Block, both recognized for using Conga solutions to deliver an outstanding experience at every touchpoint while transforming their internal processes.

  • Alpine Intel, which operates across property, auto, liability, and workers' comp insurance, had been left with largely manual processes and an inconsistent brand experience after a history of mergers. Using Conga Composer, Conga Batch, and Conga Sign, they streamlined complex processes and delivered a more cohesive, personal experience. The results: increased claim volume without hiring additional staff, a 57% reduction in report writing time, and an automated client scorecard to view metrics across all claims.

  • As H&R Block's franchise buyback and acquisition volume grew, manual contracting became unmanageable, and creating each agreement by hand exposed the company to risk. They implemented Conga Contract Lifecycle Management (CLM) to automate buyback and acquisition contracts. The outcomes: contract creation in seconds rather than hours (saving roughly 550 hours annually), at least $68,000 in cost savings, a faster and more accurate experience for customers, and improved contract visibility, consistency, and accuracy.

  • Both winners show the pattern. Automating labor-intensive tasks improves the speed and scale of business processes while elevating the customer experience, Alpine Intel handled more claims without adding staff and sped up reporting, while H&R Block eliminated bottlenecks and reduced contract errors. The common thread is consistency: when processes are automated and data is unified, customers get a faster, more accurate, more cohesive experience.

  • Alpine Intel used Conga Composer (document generation), Conga Batch (high-volume automated document runs), and Conga Sign (electronic signature) to streamline invoicing, claims, and reporting. H&R Block used Conga CLM to automate its buyback and acquisition contracts end to end. Each organization matched the Conga solution to the process that was holding back their customer experience.

Conga Team

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