Case Study: OneAmerica achieves weeks-to-hours policy delivery and 15-day cycle reduction with iPipeline's DocFast

OneAmerica - Customer Case Study

OneAmerica, a U.S. financial services company offering life, disability, long-term care protection and annuities through a network of agents and brokers, needed to streamline the buying experience to cut cycle time and reduce costs. Their manual, multi-team, 20-step process caused long print/assembly times, delayed mailings and signatures, poor tracking, and lower placement ratios.

They implemented iPipeline’s DocFast e-delivery with multi-workflow routing, a real-time tracking dashboard and integrated electronic payments. The result: assembly and delivery moved from weeks to hours, cycle time fell by about 15 days, delivery costs dropped $20–$25 per policy, breakeven was 1.4 years, and the process was simplified from four teams/20 steps to one team/8 steps enabling straight-through processing.

OneAmerica