Author: iPipeline

USA
Category:
On-Demand Webinars
What to Know Before You Scale AI
AI brings powerful possibilities — but also comes with risks, hesitations, and security considerations. In this session, we’ll explore what leaders need to know about implementing AI responsibly. From compliance to change management and ethical concerns, learn how to adopt AI with confidence.  
Watch On Demand
Blog
Simplify Annuity Sales: A Better Order Entry System with AFFIRM®
Explores the inefficiencies in outdated annuity order entry systems and how modern platforms like AFFIRM® can reduce NIGO, improve compliance, and simplify advisor workflows. Learn why smarter annuity technology is essential for reducing friction and driving sustainable business growth.
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
Join our forward-looking conversation on how artificial intelligence is reshaping the insurance, financial, and wealth management industries. We’ll dive into the core fundamentals of AI, the transformative opportunities it presents, and how forward-thinking organizations are evolving their strategies to stay ahead.  
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.
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