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World Financial Group Modernizes with iPipeline’s AgentOne and Salesforce.com

December 14th, 2018 -

EXTON, PA (December 13, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today reported World Financial Group Insurance Agency, Inc. (WFG), an insurance agency with over 50,000 agents, has launched the AgentOne app to modernize their new business platform.

The enterprise-wide deployment enables WFG’s agents to use AgentOne as a mobile, single-point of access to CRM data and iPipeline’s software for the marketing, selling and processing of life insurance and annuity products within Salesforce.com. The mobility of the solution enables associates to always be connected to the families they serve. WFG and its affiliated companies offer multi-carrier term, universal life, medical supplement, fixed annuity, and disability products to meet their clients diversified financial needs.

“WFG’s deployment of AgentOne marks a critical milestone for iPipeline. AgentOne was designed to provide agents and financial advisors with a streamlined, single point of access to our software applications within Salesforce.com. For mobile organizations seeking to drive efficiency and the success of their individuals, AgentOne provides immediate access to the tools needed to get the job done,” said Tim Wallace, CEO, iPipeline. “WFG’s agents can run quotes, complete e-Apps, execute order entries, access case status, and leverage e-Policy delivery without signing in and out of various applications.Our goal is to simplify their jobs and help them to better service the needs of families by providing an outstanding user and customer experience.”

“Having the right technology in place supports our recruitment efforts and the success of our agents.We decided to partner with iPipeline on the launch of AgentOne to deliver a unified platform to modernize how we work,” said John Joseph, Chief Strategy Officer for WFG. “The customer journey hinges on how our mobile field force works. With AgentOne, our people are always equipped with what they need and connected with the families they serve. This is helping us to improve our relationships with the carriers we represent and with our customers for life.”

iPipeline’s AgentOne app enables some of the nation’s most successful organizations to achieve new efficiencies and optimize selling opportunities by improving the agent, advisor, and customer experience. To reimagine how you do business and learn more about our industry-leading solutions, contact marketing@ipipeline.com today.

About World Financial Group Insurance Agency, Inc.

World Financial Group Insurance Agency, Inc. (WFG), a Transamerica Company, is an insurance agency whose agents offer a broad array of financial products and services through WFG and affiliated companies. Over 50,000 WFG agents offer life insurance and annuity solutions to middle-income individuals and families.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS-based new business acquisition platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the financial services industry including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, consumer delivery and self-service, and agency and firm management.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.