Category: Blogs

Blogs
The Demand for Digital: 5 Ways to Give Your Clients the Digital Experience They Want, While Making Your Life Easier and More Integrated
Author Robert Powell explains how Laser App empowers users to tap into the demand for digital – for clients today and in the future.
Blogs
7 Powerful Reasons Why e-Delivery is Critical in Annuity Sales
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.
Blogs
5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales
XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
Blogs
How to Successfully Navigate the Challenges of Annuity Order Tracking: Empowering Financial Advisors and Agents
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
Blogs
Six Things to Consider when Selecting an Agency Management System
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.
Blogs
Agency Integrator: Tools Every Agency Needs for Success
Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.
Blogs
Harnessing Change to Accelerate and Automate Underwriting
Adopting new technology can help propel your business into the future and give you an edge over your competition. We share some tips on how to select the right technology to make adoption sustainable and enable you to tap into ongoing growth.
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.
Blogs
How to Make Your Business More Customer Centric with e-Delivery
We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model.
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.