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Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve®
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Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Monitor, Notify, & Fix Annuity Order Seamlessly
New, Pending, In-force Annuity Business | OneViewâ„¢
Order Entry for All Markets | WebDirect
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
Financial Institutions
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Streamline Order Entry
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Optimize Workflow for Financial Institutions
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Track Carrier Status | OneViewâ„¢
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
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Case Analytics | InsureSight®
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e-Signature | AlphaTrust® e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for All Markets | WebDirect
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
Agency Relationship Management | Agency Integrator
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SOLUTIONS
Life & Annuities
Click for more information
Carriers
Click for more information
Generate Instant Quotes & Illustrations
Illustrations | iPipeline Illustrations & WELiS®
Quotes | LifePipe
Quotes | iSolve®
Automate & Streamline Applications
e-App | iGO®
Order Entry | AFFIRM® for Annuities
Accelerate Case Management & Underwriting
Underwriting & Case Management | Resonant®
Field Underwriting | XRAE®
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Streamline Workflow for Agents & Advisors
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for Expanded Distribution | WebDirect
Track Carrier Status | OneViewâ„¢
Leverage Data Analytics
Case Analytics | InsureSight®
e-Sign Documents Securely
e-Signature | AlphaTrust® e-Sign
BGAs
Click for more information
Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve®
Accelerate Case Management & Underwriting
Field Underwriting | XRAE®
Automate & Streamline Applications
e-App | iGO®
Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Monitor, Notify, & Fix Annuity Order Seamlessly
New, Pending, In-force Annuity Business | OneViewâ„¢
Order Entry for All Markets | WebDirect
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
Financial Institutions
Click for more information
Streamline Order Entry
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Optimize Workflow for Financial Institutions
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Track Carrier Status | OneViewâ„¢
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight®
Wealth Management
Click for more information
Broker-Dealers
Click for more information
Brokerage (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Advisory (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Direct to Fund Companies (Securities)
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for All Markets | WebDirect
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
Agency Relationship Management | Agency Integrator
RIAs
Click for more information
Financial Forms | Laser App
Fund Companies
Click for more information
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Evolve Platform
Click for more information
Product Directory
Click for more information
Resources
Connections Conference
Events & Webinars
Upcoming Conferences
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Newsroom
Press Releases
Media Coverage
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Category:
BGA Buzz
Blog
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Media Coverage
Press Releases
Upcoming Conferences
Webinars
Upcoming Conferences
Upcoming Conferences
Wednesday, October 2 - Thursday, October 3, 2024
NAFA Annuity Distribution Summit
In-Person for Agency and Wealth Management
The Las Colinas Resort | Dallas, TX
Join Us There
Upcoming Conferences
Upcoming Conferences
Wednesday, October 2 - Thursday, October 3, 2024
LIC Fall Technology Committee Meeting
In-Person for Life and Annuities
Desert Botanical Garden | Phoenix, AZ
Join Us There
Upcoming Conferences
Upcoming Conferences
Tuesday, October 15 - Thursday, October 17, 2024
InsureTech Connect
In-Person for Life and Annuities
Mandalay Bay | Las Vegas, NV
Join Us There
Upcoming Conferences
Upcoming Conferences
Wednesday, October 30, 2024
LIC Fall Annuity Committee Conference Call
Virtual for Life and Annuities
Upcoming Conferences
Upcoming Conferences
Wednesday, November 6 - Thursday, November 7, 2024
LIC Preneed Forum
In-Person for Life and Annuities
Physicians Mutual | Omaha, NE
Upcoming Conferences
Upcoming Conferences
Tuesday, November 12, 2024
American Fraternal Alliance Lunch & Learn
In-Person for Life and Annuities
Case Western University | Cleveland, OH
Join Us There
Upcoming Conferences
Upcoming Conferences
Tuesday, November 19 - Thursday, November 21, 2024
Schwab IMPACT
In-Person for Wealth Management
San Francisco, CA
Join Us There
Upcoming Conferences
Upcoming Conferences
Monday, May 5 - Wednesday, May 7, 2025
iPipeline Annual Conference | Connections 2025
In-Person for the Insurance, Financial Services, and Wealth Management industries
Omni Orlando Resort at ChampionsGate | Orlando, FL
Join Us There
Media Coverage
Media Coverage
iPipeline Prepares for DOL Fiduciary Rule Tech Building
ThinkAdvisor
Media Coverage
Media Coverage
iPipeline Names Katie Kahl to New Post of Chief Product Officer
Insurance Innovation Reporter
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