Case Study: Levinson & Associates achieves 24-48 hour policy issuance and 30-day faster agent payments with iPipeline's DocFast

How DocFast® Helped Levinson & Associates Digitize and Accelerate Document Delivery

Levinson & Associates is a national independent marketing organization (IMO) based in Florida that supports more than 22,000 agents across 90 life carriers and 30 annuity companies. The firm faced slow, paper-based policy delivery: carriers mailed policies directly to customers, preventing agent review, creating three- to four-week waits (longer for corrections), delaying agent commissions and increasing overnight-mail costs.

Levinson implemented iPipeline’s DocFast to digitize e-delivery and e-signature, onboarding in under a week and enabling carriers, agents and customers to review and approve policies via a secure portal. The change reduced cycle time by about 14 days (policies in force in 24–48 hours), got agents paid roughly 30 days faster, increased placement rates by 5%, and produced significant annual savings (approximately $8,800 per case manager plus substantial postage and labor reductions).

Levinson & Associates

Michelle Pena

Operations Supervisor