Roy Goodart, Author at iPipeline

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  - Generate Instant Quotes & Illustrations
  - 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 | AFFIRM® for Annuities
  - 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
  - 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
  - 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
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    - 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
    - e-Delivery | DocFast®
  - Life (Insurance)
- 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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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 | AFFIRM for Annuities

Leverage Data Analytics

Case Analytics | InsureSight

e-Sign Documents Securely

e-Signature | AlphaTrust e-Sign

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

Deliver Policies, Contracts & Documents

e-Delivery | DocFast

Leverage Data Analytics

Case Analytics | InsureSight

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
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions

Leverage Data Analytics

Case Analytics | InsureSight

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Click for more information

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
e-Delivery | DocFast

Life (Insurance)

Order Entry | iGO
Suitability | AFFIRM for Life
Agency Relationship Management | Agency Integrator

Financial Forms | Laser App

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 | AFFIRM® for Annuities
    - 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
    - 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
      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
      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
About Us
Current Customers

Author: Roy Goodart

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United Kingdom
Canada - EN
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5 Days accelerated underwriting acquisition Advisors Excel Agency Integrator AlphaTrust annuity Automation BGA BGA Buzz BGAs Bill Atlee Bill Hunter cycle time Data data analytics Distribution DocFast e-App e-Delivery e-Sign e-signature Hour of Sour IFS iGO illustration illustrations Innovation Corner InsureSight IRI iSolve Laser App LIMRA Media Coverage NAILBA Newsletter placement ratio press release Resonant Robert Powell Roy Goodart Tech Tips thought leadership underwriting Wealth Management

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