Category: Blogs

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.

The days of endless email threads are on their way out, making room for something simpler, faster, and much more effective: text messages. Sending an e-signature link via text message is a game-changer, turning a process that used to take days into one that can be completed in minutes.

Insurance isn’t just about policies — it’s about peace of mind. Policyholders receiving their documents quickly and securely strengthens their trust in their carrier. Yet, traditional paper-based delivery often undermines that trust with delays, frustration, and uncertainty. With DocFast®, you can flip the script. Carriers are turning policy delivery into a seamless, digital experience that

In today's fast-paced digital landscape, both the insurance and financial industries stand at a crucial intersection of technological innovation. We are experiencing a digital transformation with one common enemy – paper.

DocFast®, iPipeline®’s e-Delivery solution, allows you to transform the manual document delivery process into a secure, swift, and seamless online document delivery experience.

XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.

Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.

An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. Here are six key factors to keep in mind.

Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.