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Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for Expanded Distribution | WebDirect
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Case Analytics | InsureSight®
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Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve®
Accelerate Case Management & Underwriting
Field Underwriting | XRAE®
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e-App | iGO®
Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Monitor, Notify, & Fix Annuity Order Seamlessly
New, Pending, In-force Annuity Business | OneView™
Order Entry for All Markets | WebDirect
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
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
Track Carrier Status | OneView™
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight®
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Transitions | IFS Transitions
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Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
Order Entry for All Markets | WebDirect
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
Agency Relationship Management | Agency Integrator
RIAs
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Financial Forms | Laser App
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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 & Suitability | AFFIRM® for Annuities
Order Entry for Expanded Distribution | WebDirect
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
New, Pending, In-force Annuity Business | OneView™
Order Entry for All Markets | WebDirect
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
Order Entry for All Markets | WebDirect
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
Resources
Connections Conference
Events & Webinars
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Past Webinars
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Press Releases
Media Coverage
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About Us
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Category: Customer Testimonials
USA
USA
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Category:
BGA Buzz
Blog
Blogs
Case Studies
Customer Testimonials
Media Coverage
Press Releases
Upcoming Conferences
Webinars
Customer Testimonials
Customer Testimonials
Agency Integrator | 2024 Customer Testimonial Video with Leslie Sells
Leslie Sells of Producers Choice Network shares her experience using Agency Integrator, her favorite iPipeline solution.
Customer Testimonials
Customer Testimonials
iPipeline Illustrations & WELiS® | 2024 Customer Testimonial Video with Misten Long
Misten Long of Sammons Financial Group shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
Customer Testimonials
Customer Testimonials
iPipeline Illustrations & WELiS® | 2024 Customer Testimonial Video with Jessica Jeske
Jessica Jeske of Transamerica shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
Customer Testimonials
Customer Testimonials
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
Customer Testimonials
iGO® | 2024 Customer Testimonial Video with Kristin Washburn
Kristin Washburn of the Cason Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
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