Author: iPipeline

USA
Category:
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.
Blogs
Revolutionizing Document Signing: A Faster, More Secure Approach to Your e-Application Process
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.
Press Releases
iPipeline Appoints Rachel Edwards to Lead UK Business into Next Stage of Growth
New Managing Director for iPipeline UK will join the Executive Leadership Team in shaping future growth strategies.
Press Releases
Protective Joins with iPipeline to Digitally Transform the Order Entry Process and Help Advisors Drive Efficiency
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.
On-Demand Webinars
Laser App + AdvisorEngine: Integration Overview Webinar
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.
Watch On Demand
On-Demand Webinars
Elevating Your Application Process to Meet Agent and Consumer Expectations
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,
Watch On Demand
On-Demand Webinars
Laser App + AppCrown: Integration Overview Webinar
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
Watch On Demand
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