ValMark Chooses Smarsh to Archive for Compliance & E-Discovery The Challenge At ValMark, each independently owned Member Office manages its own staff and technology infrastructure, but all offices rely on the home office for comprehensive technology and compliance support services. “We supervise the communications for all our branches from our home office location, so it’s important for us to customize our content review process to meet the needs of each Member Office,” said Lynn Goebel, ValMark’s Chief Compliance Officer. “We must be able to easily split up messages and assign them to the right person for review.” With no centralized IT management and over 100 independent branches using various email platforms, archiving became a technology challenge, creating help desk issues for

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