Author: iPipeline

USA
Category:
Blog
How Insurance Automation Is Powering the BGA Back-Office Revolution
BGAs are under pressure to grow faster, serve agents better, and operate leaner—all while navigating increasingly complex carrier relationships and compliance requirements. While many agencies have modernized their front-office tools through insurance automation, the back office remains a hidden bottleneck.
Press Releases
iPipeline Launches CHARLi, Their AI-Powered Foundation for Next-Gen Speed, Decision-Making, and Personalization Across Life Insurance and Annuities Industry
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.
Blog
The BGA Tech Stack That’s Changing Life Insurance
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.
On-Demand Webinars
How AI Is Rewriting the Rules of the Life Insurance & Wealth Management Industries
AI brings powerful possibilities—but also introduces risks, hesitations, and security considerations. In this session, we explored what leaders need to know to implement AI responsibly. From navigating compliance and ethical concerns to managing change and building trust, the discussion highlighted how organizations can adopt AI with confidence. Key themes included common concerns with AI adoption,
Watch On Demand
Press Releases
Axonic Insurance Adds iPipeline’s AFFIRM® to Automate Annuity Sales Lifecycle, Introducing a New Proprietary Product for IMO Market in Conjunction with LIBRA
iPipeline enables Axonic Insurance to launch its VantagePoint annuity offering to market as the organization further expands within the annuity market.
Blog
Lead with Speed: How Modern Solutions Are Changing the Game
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.
Press Releases
iPipeline Taps Industry People Leader Holly McGiboney to Drive Talent Strategy and Support Growth
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.
Blog
Smarter Forms, Faster Workflows: Advancing the Standard for Financial Advisor Automation
Smarter forms and faster processes are helping firms reduce errors, save time, and deliver the seamless experience today’s clients expect.
Blog
5 Hidden Bottlenecks Slowing Down Your e-App Process—and How to Eliminate Them
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
5 Simple Ways to Improve Your Placement Ratio
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.
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