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Generate Instant Quotes & Illustrations
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Streamline Workflow for Agents & Advisors
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e-Delivery | DocFast®
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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
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
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Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
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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
Track Carrier Status | OneView™
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
Monitor, Notify, & Fix Annuity Order Seamlessly
Track Carrier Status | OneView™
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
Track Carrier Status | OneView™
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
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Category: Case Study
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Category:
BGA Buzz
Blogs
Case Study
Media Coverage
Press Releases
Upcoming Conferences
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Case Study
Case Study
Case Study: Enhancing Analytics & Accelerating Underwriting
"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight
By
iPipeline
April 1, 2021
Case Study
Case Study
Customer Quote: SFBLI
The AlphaTrust e-Sign integration resulted in unexpected advantages for us.
By
iPipeline
October 11, 2019
Case Study
Case Study
Customer Quote: Sagicor
Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.
By
iPipeline
October 3, 2019
Case Study
Case Study
Customer Quote: Premier Brokerage
Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.
By
iPipeline
October 3, 2019
Case Study
Case Study
Customer Quote: Prudential
Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.
By
iPipeline
October 3, 2019
Case Study
Case Study
Case Study: Assurity
ASSURITY iPipeline and Assurity – A Comprehensive Look at Our Partnership
By
iPipeline
September 13, 2019
Case Study
Case Study
Customer Quote: Pekin
Speed and accuracy are critical during the open enrollment period for Medicare Supplement.
By
iPipeline
September 1, 2019
Case Study
Case Study
Customer Interview: SFBLI
CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign
By
iPipeline
September 1, 2019
Case Study
Case Study
Customer Interview: ELCO Mutual Life
An Interview with ELCO Mutual Life and Annuity
By
iPipeline
September 1, 2019
Case Study
Case Study
Customer Quote: MaxMyInterest
Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.
By
iPipeline
September 1, 2019
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