Author: iPipeline

USA
Category:
Webinars
DocFast Webinar Series: Unlocking Opportunities with e-Delivery
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
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Webinars
Discover the Possibilities With an Agency Management System
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. 
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BGA Buzz
BGA Buzz: Q3 2024 Issue
A Welcome Message from Our Inaugural Chief Product Officer!
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Webinars
iPipeline Underwriting Webinar Series
Underwriting’s Most Pressing Challenges (and Opportunities), Simplified.
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Press Releases
iPipeline and Vertafore Partner to Simplify Life Insurance Distribution for Carriers and Independent Agents
New integration between iGO e-App and Sircon for Carriers powers in good order applications and producer compliance for life insurance in real time.
Press Releases
iPipeline® Creates Dedicated Team to Enhance the Customer Experience and Help Customers Achieve Their Business Goals
Fortune 500 Veteran Leonid Davelman joins leading fintech company as VP of Customer Success to lead key initiative.
Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
Press Releases
iPipeline® Continues Its Commitment to Strategic Growth by Adding Three Key Industry Leaders
Company adds George McDonnell as General Counsel, Diane Rowell as Chief People Officer, and Aaron Guidotti as VP of R&D.
Press Releases
Advisor Group Selects iPipeline® Order Entry Technology to Streamline Annuities for Financial Professionals
iPipeline Ecosystem’s Solutions create operational and supervisory efficiencies to simplify the process of helping clients benefit from annuities.
Press Releases
iPipeline® Welcomes Life Insurance and Annuities Industry Pros to Connections 2023—Scheduled for March 12-14 at the ARIA
iPipeline’s premier annual event, spanning nearly 25 years, will offer insights from industry visionaries, and focus on growing business and exceeding customer expectations.
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