Author: iPipeline

Come explore how Laser App, the premier digital forms library powered by iPipeline, integrates seamlessly with AdvisorEngine, an advanced CRM solutions tailored for modern financial professionals and designed to streamline your business and workflows.

Discover four powerful add-on features for iGO®, iPipeline’s e-Application solution, as we walk you through key features and benefits of each feature, highlighting how they can streamline your workflow, enhance productivity, identify fraud, and reduce the likelihood of high-risk transactions – all to maximize efficiency and get the most out of your insurance application process,

Explore key functionality and benefits of Laser App, powered by iPipeline, the leading digital forms library in the industry and integration options available between Laser App and AppCrown, a leading Wealth Management CRM integration partner. In this session we will cover: Company overviews of iPipeline and AppCrown Laser App Demo + AppCrown Demo and Integration

In our 2-part webinars series, Unlocking Opportunities with e-Delivery. Discover five ways how digital document delivery can transform your business operations and why e-Delivery is critical in today’s landscape, from boosting efficiency to enhancing the customer experience. Then join in for session two, where we will discuss why adopting e-Delivery is crucial for success and

Join iPipeline’s Diana McKay, AVP, Product Management, in this enlightening session as we highlight the top five benefits an agency management system has on streamlining daily operations and maximizing ultimate efficiencies. We’ll also explore key features and benefits of iPipeline’s agency management solution, Agency Integrator. 

Underwriting’s Most Pressing Challenges (and Opportunities), Simplified.