Case Study: ValMark Securities achieves faster, secure e-delivery and cost savings with iPipeline's DocFast

Innovating with Flexible, Efficient e-Delivery Options for Staff, Agents and Consumers

ValMark Securities, a national independent broker‑dealer with over 50 years of experience in equity, investment advisory and risk management, faced a persistent challenge: slow, manual document delivery that ate into agents’ ROI, frustrated administrative staff, and limited the ability to serve remote or small‑case clients. Agents and staff needed faster, more transparent and secure ways to deliver, review and sign policies so transactions could close more efficiently.

ValMark implemented iPipeline’s DocFast e‑Delivery solution—offering flexible e‑Delivery, e‑Verify and e‑Sign options (or print when needed)—to automate and secure the delivery process. The result was rapid adoption, improved client visibility and security, expanded reach into new geographies, about $1,000 saved per 200 policies in mailing costs, roughly a one‑week reduction in cycle and re‑issue times, and a clear competitive advantage for agents and the firm.

ValMark Securities

Kramer Lawson

Manager, New Business and Underwriting