Insights
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Blog
  
In a rapidly digitizing life insurance industry, BGAs are at a crossroads. Fragmented systems and manual workflows are giving way to integrated tech stacks that streamline quoting, underwriting, and policy delivery. This blog explores how forward-thinking agencies are leveraging connected ecosystems to boost efficiency, enhance agent engagement, and drive strategic growth—transforming not just operations, but the entire client experience.
    
        
    
        
 
          
              
     
    
 
 Blog
  
Hear from Katie Kahl on how digital solutions are transforming underwriting, personalization, and customer engagement — helping insurers reduce friction, build trust, and capture new growth.
    
        
    
        
 
          
              
     
    
 
 Blog
  
Smarter forms and faster processes are helping firms reduce errors, save time, and deliver the seamless experience today’s clients expect.
    
        
    
        
 
          
              
     
    
 
 Blog
  
In this post, we’ll explore five common operational bottlenecks that might be holding your e-App experience back—and how lightweight add-ons features can eliminate them without overhauling your system.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Placement ratio isn’t just a metric—it’s a window into the health of your business. And when you have the right visibility, you can drive more revenue, support your agents better, and build an agency that runs smarter and stronger.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
The days of endless email threads are on their way out, making room for something simpler, faster, and much more effective: text messages. Sending an e-signature link via text message is a game-changer, turning a process that used to take days into one that can be completed in minutes.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Insurance isn’t just about policies — it’s about peace of mind. Policyholders receiving their documents quickly and securely strengthens their trust in their carrier. Yet, traditional paper-based delivery often undermines that trust with delays, frustration, and uncertainty. With DocFast®, you can flip the script. Carriers are turning policy delivery into a seamless, digital experience that
    
        
    
        
 
          
              
     
    
 
 Blogs
  
In today's fast-paced digital landscape, both the insurance and financial industries stand at a crucial intersection of technological innovation. We are experiencing a digital transformation with one common enemy – paper.
    
        
    
        
 
          
              
     
    
 
 Customer Testimonials
  
Leslie Sells of Producers Choice Network shares her experience using Agency Integrator, her favorite iPipeline solution.
    
        
    
        
 
          
              
     
    
 
 Customer Testimonials
  
Misten Long of Sammons Financial Group shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
    
        
    
        
 
          
              
     
    
 
 Customer Testimonials
  
Jessica Jeske of Transamerica shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
    
        
    
        
 
          
              
     
    
 
 Customer Testimonials
  
Lisa Violetta-Freeman of Georgetown Financial Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
    
        
    
        
 
          
              
     
    
 
 Customer Testimonials
  
Kristin Washburn of the Cason Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
    
        
    
        
 
          
              
     
    
 
 Blog
  
Author Robert Powell explains how Laser App empowers users to tap into the demand for digital – for clients today and in the future.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
DocFast®, iPipeline®’s e-Delivery solution, allows you to transform the manual document delivery process into a secure, swift, and seamless online document delivery experience. 
    
        
    
        
 
          
              
     
    
 
 Blogs
  
    5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales  
           XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. Here are six key factors to keep in mind.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Adopting new technology can help propel your business into the future and give you an edge over your competition. We share some tips on how to select the right technology to make adoption sustainable and enable you to tap into ongoing growth.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Through its partnership with iPipeline, Levinson & Associates streamlined and optimized document delivery and approval, providing more time for agents and administrative staff to focus on serving their customers and growing their business.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
Give yourself an edge over your competition and explore 5 ways to improve your placement ratio. Imagine what insights you could have with InsureSight.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
The experience and impacts of inefficient NAO workflows are chronic — and treatable, with digital technology solutions that are designed to automate and streamline the NAO workflow.
    
        
    
        
 
          
              
     
    
 
 Blogs
  
The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight
    
        
    
        
 
          
              
     
    
 
 Blogs
  
We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
The AlphaTrust e-Sign integration resulted in unexpected advantages for us.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
ASSURITY iPipeline and Assurity – A Comprehensive Look at Our Partnership
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Speed and accuracy are critical during the open enrollment period for Medicare Supplement.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
 CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
An Interview with ELCO Mutual Life and Annuity
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations...
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
As a life insurance brokerage, we take great pride in providing our brokers with the ultimate products and tools needed to simplify the complexities of the life insurance market. iSolve is an innovative and powerful tool, which will save our brokers a lot of time and enable them to close more cases rapidly and efficiently.
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
Digital transformation is a critical component of the continued success of our industry. 
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
As part of Lincoln’s commitment to helping individuals achieve their financial goals...
    
        
    
        
 
          
              
     
    
 
 Case Studies
  
CASE STUDY As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate
    
        
    
        
 
          
              
     
    
 
 