Case Study: Major United States Insurance and Financial Services Company achieves dramatic ROI and 55% document processing cost reduction with DocuSign

Major United States Insurance and Financial Services Company Achieves Dramatic ROI with DocuSign

A large, member-owned U.S. insurance and financial services company with roughly 3,200 exclusive and 6,200 independent agents across 46 states was hampered by paper-heavy, time-consuming, and error-prone contract, approval, and licensing processes. Its prior eSignature vendor couldn’t scale for batch sending or enterprise deployment, resulting in long cycle times, high printing and distribution costs, and frequent NIGO (Not In Good Order) documents.

After evaluating DTM platforms and running proofs of concept, the company adopted DocuSign to standardize and digitize signing. The switch cut cycle times from weeks to hours, eliminated NIGO, reduced document-processing costs by about 55%, delivered up to 80% productivity gains in claim centers, slashed printing/distribution costs by 90%, achieved a 98% reduction in turnaround time for licensing, saved $15,000 annually on batch sending, and supported rapid rollout (≈2,700 users onboarded and 174,000 envelopes sent in six months).