Case Study: Levinson & Associates

CASE STUDY As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate

Case Study

CASE STUDY

As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate and extremely quick process. This is potentially a real game changer for us and we are expecting immediate adoption across our agent base.

Bill Levinson, Managing Partner

How DocFast® Helped Levinson & Associates Digitize and Accelerate Document Delivery

iPipeline
August 1, 2019
Facebook Twitter Linkedin Youtube
Just your style:
BGA Buzz
BGA Buzz
BGA Buzz: Q4 2023 Issue
NAILBA 42 iPipeline has a long history of attending NAILBA and we enjoy getting to see each of you at this conference every year. In the past, we have held a user group meeting at NAILBA each year, but we are switching things up this year! We want to encourage you to attend our Solution Session,
By iPipeline
December 7, 2023
Blogs
Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
By iPipeline
June 8, 2023
Blogs
Blogs
3 Ways to Simplify the Annuities Experience
As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
By iPipeline
December 19, 2022