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Illustrations | iPipeline Illustrations & WELiS®
Quotes | LifePipe
Quotes | iSolve®
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e-App | iGO®
Order Entry | AFFIRM® for Annuities
Accelerate Case Management & Underwriting
Underwriting & Case Management | Resonant®
Field Underwriting | XRAE®
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e-Delivery | DocFast®
Streamline Workflow for Agents & Advisors
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for Expanded Distribution | WebDirect
Track Carrier Status | OneView™
Leverage Data Analytics
Case Analytics | InsureSight®
e-Sign Documents Securely
e-Signature | AlphaTrust® e-Sign
BGAs
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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 | OneView™
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 | OneView™
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight®
Wealth Management
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Broker-Dealers
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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
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Financial Forms | Laser App
Fund Companies
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Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
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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 | OneView™
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 | OneView™
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 | OneView™
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
On-Demand Webinars
Newsroom
Press Releases
Media Coverage
Insights
Blogs
Case Studies
BGA Buzz
Customer Testimonials
About Us
Our Story
Executive Team
Culture & Careers
Corporate Responsibility
Global Locations
Current Customers
Customer Portal
iService
StatusPage
Contact Us
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Category:
BGA Buzz
Blog
Blogs
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Press Releases
Upcoming Conferences
Upcoming Conferences
Upcoming Conferences
Wednesday, April 23 - Thursday, April 24, 2025
LIC Spring Annuity Committee Meeting
Join us for a chance for executives from small-to-midsize life insurance companies and fraternals, and relevant service providers, to get together in a unique peer networking meeting.
New York City, NY
Join Us There
Upcoming Conferences
Upcoming Conferences
Tuesday, April 15 - Wednesday, April 16, 2025
Global Insurance Symposium
An opportunity for regulators, insurance professionals, and startups to discuss great content delivered by powerhouse speakers.
Des Moines, IA
Join Us There
Upcoming Conferences
Upcoming Conferences
Monday, April 28 - Wednesday, April 30, 2025
LIBRA Ops Meeting
Minneapolis, MN
Upcoming Conferences
Upcoming Conferences
Wednesday, April 2, 2025
CLIEDIS 2025
Join industry leaders as they explore how data is transforming business strategies.
Toronto, ON
Join Us There
Upcoming Conferences
Upcoming Conferences
Wednesday, March 26 - Friday, March 28, 2025
IRI Annual Conference
Join us at IRI where innovation, collaboration, and insight come together to shape the future of insured retirement solutions.
Tampa, FL
Join Us There
Media Coverage
Media Coverage
More Financially Secure Women Spotlight L&A Sales Gap
Employee Benefit News
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Media Coverage
Media Coverage
Global FinTech Interview with Steve Cover, CTO
Global FinTech
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Media Coverage
Media Coverage
iPipeline’s Powell on Scaling Advisory Businesses Through Technology
RIA Channel
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Media Coverage
Media Coverage
Celebrating 30 Years of Innovation with NAILBA
NAILBA
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Media Coverage
Media Coverage
Key Trends in Life and Annuities For 2025
Life and Health Advisor
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