Author: iPipeline

USA
Category:
Press Releases
Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents
Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey.
BGA Buzz
BGA Buzz: Q4 2024 Issue
Say hello to our new CRO, Joe Yurich — as he shares his excitement in collaborating with our BGA partners and his commitment to aligning with our collective goals.
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Press Releases
iPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform
iPipeline’s AFFIRM® for Annuities expands relationship with FIDx Insurance Exchange to provide firms with streamlined solution for financial advisors’ annuity needs.
Customer Testimonials
Agency Integrator | 2024 Customer Testimonial Video with Leslie Sells
Leslie Sells of Producers Choice Network shares her experience using Agency Integrator, her favorite iPipeline solution.
Customer Testimonials
iPipeline Illustrations & WELiS® | 2024 Customer Testimonial Video with Misten Long
Misten Long of Sammons Financial Group shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
Customer Testimonials
iPipeline Illustrations & WELiS® | 2024 Customer Testimonial Video with Jessica Jeske
Jessica Jeske of Transamerica shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
Customer Testimonials
iGO® | 2024 Customer Testimonial Video with Lisa Violetta-Freeman
Lisa Violetta-Freeman of Georgetown Financial Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
Customer Testimonials
iGO® | 2024 Customer Testimonial Video with Kristin Washburn
Kristin Washburn of the Cason Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
Press Releases
iPipeline Appoints Joe Yurich as Chief Revenue Officer to Accelerate Growth and Enhance Customer Engagement
Yurich will lead business development teams to drive long-term growth and client satisfaction.
Press Releases
iPipeline Appoints Steve Cover as CTO to Advance Technological Vision and Strategy
Cover to spearhead industry-leading digital innovation in life insurance and wealth management industries, enhancing value to clients and driving sustained product differentiation.
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