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CHARLi empowers carriers and distributors to automate and optimize product launches, distribution, and client experience strategies. With shared intelligence that learns and adapts, CHARLi enhances every product and workflow across the iPipeline ecosystem. It delivers operational insights to accelerate decision-making and improve outcomes.
    
        
    
        
 
          
              
     
    
 
 Press Releases
  
iPipeline enables Axonic Insurance to launch its VantagePoint annuity offering to market as the organization further expands within the annuity market.
    
        
    
        
 
          
              
     
    
 
 Media Coverage
  
Chief Product Officer Katie Kahl explores how speed-driven consumer expectations are forcing life insurers to abandon legacy underwriting and adopt digital solutions.
    
        
    
        
 
          
                      
                  
     
    
 
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iPipeline announces the hiring of Holly McGiboney as Chief Human Resources Officer (CHRO), to spearhead talent acquisition and drive employee experience strategies that keep pace with the insurtech’s expanding growth trajectory.
    
        
    
        
 
          
              
     
    
 
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Katie Kahl explores how life insurance distributors need modern, data-driven technology to meet rising expectations, accelerate approvals, and turn speed into a strategic advantage.
    
        
    
        
 
          
                      
                  
     
    
 
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Steve Cover focuses on ways the L&A sector can effectively recruit and retain the next generation of talent by learning into modernized processes and the latest technology.
    
        
    
        
 
          
                      
                  
     
    
 
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Katie Kahl discusses how the life insurance and annuities sector is facing a digital wake-up call, and those that embrace AI and automation will be the ones who lead the next chapter of growth and engagement. 
    
        
    
        
 
          
                      
                  
     
    
 
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Roy Goodart provides insightful comments regarding why carriers and distributors must navigate away from paper-based processes and towards digital solutions. 
    
        
    
        
 
          
                      
                  
     
    
 
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Joe Yurich shares his insights on the retirement reshuffle and related opportunities for the life insurance and annuities sector.  
    
        
    
        
 
          
                      
                  
     
    
 
 Press Releases
  
New Managing Director for iPipeline UK will join the Executive Leadership Team in 
shaping future growth strategies.
    
        
    
        
 
          
              
     
    
 
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Employee Benefit News
    
        
    
        
 
          
                      
                  
     
    
 
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Global FinTech
    
        
    
        
 
          
                      
                  
     
    
 
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RIA Channel
    
        
    
        
 
          
                      
                  
     
    
 
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Life and Health Advisor
    
        
    
        
 
          
                      
                  
     
    
 
 Press Releases
  
Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc., today announced that it has collaborated with iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, to streamline the order entry process for its network of financial professionals.
    
        
    
        
 
          
              
     
    
 
 Press Releases
  
Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey.
    
        
    
        
 
          
              
     
    
 
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iPipeline’s AFFIRM® for Annuities expands relationship with FIDx Insurance Exchange to provide firms with streamlined solution for financial advisors’ annuity needs.
    
        
    
        
 
          
              
     
    
 
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Yurich will lead business development teams to drive long-term growth and client satisfaction.
    
        
    
        
 
          
              
     
    
 
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Cover to spearhead industry-leading digital innovation in life insurance and wealth management industries, enhancing value to clients and driving sustained product differentiation.
    
        
    
        
 
          
              
     
    
 
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ThinkAdvisor
    
        
    
        
 
          
                      
                  
     
    
 
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Insurance Innovation Reporter
    
        
    
        
 
          
                      
                  
     
    
 
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Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio.
    
        
    
        
 
          
              
     
    
 
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WSJ CFO Journal
    
        
    
        
 
          
                        
     
    
 
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New CFO Adam Boone will lead iPipeline’s financial management to drive long-term growth strategy.
    
        
    
        
 
          
              
     
    
 
 Media Coverage
  
Life Annuity Specialist*
*Subscription may be required to read entire article.
    
        
    
        
 
          
                      
                  
     
    
 
 *Subscription may be required to read entire article.
Media Coverage
  
InvestmentNews
    
        
    
        
 
          
                      
                  
     
    
 
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With OneViewTM, iPipeline launches the first status tracker in the industry for the annuity application process.
    
        
    
        
 
          
              
     
    
 
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Digital Insurance
    
        
    
        
 
          
                      
                  
     
    
 
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RIA Channel
    
        
    
        
 
          
                      
                  
     
    
 
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Secure your spot now for iPipeline’s premier annual event on May 15-17 in Orlando!
    
        
    
        
 
          
              
     
    
 
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Private Wealth
    
        
    
        
 
          
                      
                  
     
    
 
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InvestmentNews
    
        
    
        
 
          
                      
                  
     
    
 
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iPipeline® announces a partnership which will help AuguStar Life SM to accelerate and strengthen its digital transformation with innovative solutions from iPipeline that are designed to improve the agent experience.
    
        
    
        
 
          
              
     
    
 
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iPipeline announced today that Pat O’Donnell, a technology industry veteran with more than three decades of experience, has been appointed Chief Executive Officer.
    
        
    
        
 
          
              
     
    
 
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iPipeline announces that American National has launched iGO®, the technology company’s digital e-App solution within its end-to-end ecosystem, to enable the insurance carrier to streamline its distribution and further improve the ease of doing business for insurance agents and brokerage general agencies (BGAs).
    
        
    
        
 
          
              
     
    
 
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Showcasing updated corporate branding, iPipeline's new corporate website provides an easy to navigate digital experience while helping to simplify a complex industry.
    
        
    
        
 
          
              
     
    
 
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iPipeline’s Agency Integrator streamlines data from various sources into one source to create robust, meaningful, and compliant dashboards for member BGAs.
    
        
    
        
 
          
              
     
    
 
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Financial Advisor
    
        
    
        
 
          
                      
                  
     
    
 
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InsurTech Magazine
    
        
    
        
 
          
                      
                  
     
    
 
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The Nation’s oldest federally recognized Veterans Service Organization selects iPipeline’s Resonant® solution to accelerate and improve the delivery of financial peace of mind to servicemembers and their families.
    
        
    
        
 
          
              
     
    
 
 Media Coverage
  
Nasdaq
    
        
    
        
 
          
                      
                  
     
    
 
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Private Wealth
    
        
    
        
 
          
                      
                  
     
    
 
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New integration between iGO e-App and Sircon for Carriers powers in good order applications and producer compliance for life insurance in real time.
    
        
    
        
 
          
              
     
    
 
 Media Coverage
  
Life Annuity Specialist*
*Subscription may be required to read entire article.
    
        
    
        
 
          
                      
                  
     
    
 
 *Subscription may be required to read entire article.
Press Releases
  
Fortune 500 Veteran Leonid Davelman joins leading fintech company as VP of Customer Success to lead key initiative.
    
        
    
        
 
          
              
     
    
 
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Company adds George McDonnell as General Counsel, Diane Rowell as Chief People Officer, and Aaron Guidotti as VP of R&D.
    
        
    
        
 
          
              
     
    
 
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iPipeline Ecosystem’s Solutions create operational and supervisory efficiencies to simplify the process of helping clients benefit from annuities.
    
        
    
        
 
          
              
     
    
 
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iPipeline’s premier annual event, spanning nearly 25 years, will offer insights from industry visionaries, and focus on growing business and exceeding customer expectations.
    
        
    
        
 
          
              
     
    
 
 Media Coverage
  
Life Annuity Specialist*
*Subscription may be required to read entire article.
    
        
    
        
 
          
                      
                  
     
    
 
 *Subscription may be required to read entire article.
Media Coverage
  
Private Wealth
    
        
    
        
 
          
                      
                  
     
    
 
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Broker World
    
        
    
        
 
          
                      
                  
     
    
 
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LGA forges strategic partnership with iPipeline to transform its business through access to real-time, data-driven insights and benchmarks.
    
        
    
        
 
          
              
     
    
 
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iCover’s algorithmic underwriting enables fast and accurate risk assessment at the point of sale, and significantly higher rates of instant decisions.
    
        
    
        
 
          
              
     
    
 
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National Life becomes one of the first providers to offer a fully digital distribution of indexed universal life insurance policies via same-say turnaround and without human touch.
    
        
    
        
 
          
              
     
    
 
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MassMutual announces another way to access its life and disability income (DI) insurance products. Effective immediately, products are now available through iPipeline on iGO®, iPipeline’s intelligent digital application platform built specifically for insurance and financial services.
    
        
    
        
 
          
              
     
    
 
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In partnership with Snowflake, turnkey solutions provider enables Advisors Excel to combine disparate data systems, automate workflows, and create practice efficiencies to position advisors for unlimited growth.
    
        
    
        
 
          
              
     
    
 
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Ethos becomes first insurtech on the platform as proprietary iPipeline technology feature optimizes filtering of policies with instant underwriting.
    
        
    
        
 
          
              
     
    
 
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125 year old Fraternal Benefit Society plans to employ the iPipeline Ecosystem to improve agent & member experiences — and set a foundation for scalable growth.
    
        
    
        
 
          
              
     
    
 
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iPipeline Honored Among Top Workplaces 2022 Award Recipients Based on Employee Feedback About the iPipeline Culture
    
        
    
        
 
          
              
     
    
 
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Exton, PA (September 23, 2020) – Acquisition Expands the SSG Digital Platform to Include Low Code/No Code Advisor Products for Onboarding, Asset Movement, Maintenance and Transitions
    
        
    
        
 
          
              
     
    
 
 Press Releases
  
Exton, PA (September 22, 2020) – Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US
    
        
    
        
 
          
              
     
    
 
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EXTON, PA (August 8, 2019) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry today announced that it will be acquired by Roper Technologies, Inc, a diversified technology company and a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. The acquisition is expected
    
        
    
        
 
          
              
     
    
 
 Press Releases
  
Exton, PA (March 18th, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of Bluesun, a leading provider of software solutions to the life insurance and financial services industry in Canada.Bluesun designs software products to automate core business processes for MGAs, national accounts,
    
        
    
        
 
          
              
     
    
 
 Press Releases
  
EXTON, PA (May 30, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the launch of AlphaTrust® e-Sign. AlphaTrust e-Sign is an electronic signature solution that easily integrates with existing applications enabling high-volume, document process automation to reduce costs and dramatically improve
    
        
    
        
 
          
              
     
    
 
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Exton, PA (January 3, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies in the US, UK, Canada, and Ireland. TCP’s digital Policy Administration System (PAS) module offers billing, claims,
    
        
    
        
 
          
              
     
    
 
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Exton, PA (September 19, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Laser App Software®, a premier provider of forms automation and management software for the securities and insurance industries. Laser App is used by approximately 100,000 registered investment advisors (RIAs),
    
        
    
        
 
          
              
     
    
 
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Exton, PA (January 23, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Resonant®, an emerging provider of Integrated Life Underwriting Solutions (ILUS). The acquisition further expands iPipeline’s industry-leading platform, moving them to the forefront of automated underwriting with Resonant’s breakthrough software
    
        
    
        
 
          
              
     
    
 
 