Case Study: World Financial Group achieves 80% faster in-field document completion and $3.5M productivity gains with DocuSign

How World Financial Group Streamlines Agent-Carrier Transactions, Improves Bottom Line with DocuSign

World Financial Group, a Transamerica company with about 20,000 licensed field agents, was processing roughly 12,000 operational documents each month using a paper-based workflow. The manual system required multiple signatures, offered no visibility into status, demanded reconciliation of faxes and databases, and cost agents an estimated 6,000 hours per month, driving the need for a mobile-enabled, automated solution to improve efficiency and the agent-carrier experience.

By integrating DocuSign into its proprietary agent portal, WFG built a forms-based, end-to-end electronic workflow with a device-agnostic mobile UI. The change reduced in-field completion time by about 80% (from 30 to 5 minutes per document), freed roughly 60,000 administrative hours annually, and is expected to yield approximately $3.5–$3.7 million in productivity gains over five years while streamlining operations and improving agent and customer turnaround.

World Financial Group

David Neely

Director, eBusiness, Transamerica Life and Protection