Author: iPipeline

USA
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Press Releases
iPipeline Introduces Next-Generation Professional Services Model to Drive Technology Adoption ROI
iPipeline Services CORE Methodology and Client Value Group transform professional services across the insurance and wealth industries to deliver continuous value, speed, and predictable outcomes.
Blog
Before AI, Before Automation, There’s Information
Before AI, Before Automation: Why AI-Ready Data Starts at Intake Why Information Readiness Begins at Intake  Organizations have spent the last decade modernizing how work gets done.  They have invested heavily in workflow automation, digital experiences, analytics, and AI. Yet many transformation initiatives continue to underdeliver for a simple reason:  Most business processes still begin
Blog
The New Competitive Advantage in Annuity Distribution
Organizations have invested heavily in digital experiences, but many advisors still navigate disconnected systems, fragmented workflows, and unnecessary complexity. As experience becomes a greater competitive differentiator, firms are rethinking how annuity capabilities are delivered, seeking more flexibility, less friction, and greater control over the journeys they create.
Blog
Why Evolve. Why Now. From Fragmented Systems to Connected Experiences
An industry perspective on the future of digital application experiences. As carriers face growing pressure to launch products faster, support evolving distribution models, and deliver more connected digital experiences, many are rethinking the foundation behind their e-App strategy and what it will take to compete in the years ahead.
Blog
Illustration Technology Has Moved Beyond Illustrations
The illustration is now the starting point, not the destination. Five ways carriers are using illustration technology to drive sales and retention.
Press Releases
iPipeline Named Finalist in ThinkAdvisor’s 2026 Luminaries Awards for AI Innovation & Impact
iPipeline has been named a finalist in ThinkAdvisor’s 2026 Luminaries Awards for AI Innovation & Impact, recognizing its leadership in AI-driven financial services innovation.
Media Coverage
iPipeline Named to FinTech Global’s 2026 InsurTech100 as an Innovator Transforming the Industry
iPipeline has been named to this year’s list in recognition of Novera, its AI-powered, cloud-native platform, as well as CHARLi, iPipeline’s proprietary AI foundation embedded across the platform.
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Media Coverage
The Hidden Customer Experience Advantage
Explore insights from Chief Revenue Officer Loren Brockhouse on the role of connected systems, data flow, and modern architecture in delivering the seamless experiences today's customers expect.
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Media Coverage
Post-Sale Communication Gap May Be Driving Policy Lapses
Explore insights from iPipeline Chief Product Officer Katie Kahl in Life Annuity Specialist as she examines how post-sale communication may influence policy retention and long-term customer relationships.
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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.
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