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

Lisa Violetta-Freeman of Georgetown Financial Group, Inc. shares her experience using iGO, her favorite iPipeline solution.

Find out how iPipeline solutions can drive your business forward. Book a call below with one of our experts.

iPipeline
September 9, 2024
Linkedin Icon Youtube Icon
Just your style:
Blogs
Blogs
5 Simple Ways to Improve Your Placement Ratio
Placement ratio isn’t just a metric—it’s a window into the health of your business. And when you have the right visibility, you can drive more revenue, support your agents better, and build an agency that runs smarter and stronger.
By iPipeline
June 6, 2025
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 Robert Powell
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