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Apply & Manage

iPipeline’s application, order entry, and process management solutions are designed to deliver optimal value and velocity across the entire business channel. When you see and hear iPipeline, think insurance accelerated. Watch the following video to better understand the value of our apply and manage solutions.

Everything your agents and advisors need to accelerate and manage the application and order entry process.

AFFIRM for Annuities

Streamlined Order Entry for Annuity Sales

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AFFIRM for Life

A Wizard-based Collaborative Selling Tool

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Agency Integrator

Streamlined Workflows for Case Management

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Data Services

Centralize and Effectively Distribute Data

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Financial Advisor Revenue Retention Solution

Retain Revenue, Top Advisors and Valued Customers

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Aggregate, Distribute and Access Product Information

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An Intelligent Fillable Form and Data Gathering Solution

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iGO® Account Opening

The Fastest Way to Open Accounts

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Laser App Fusion

Financial Forms Made Easy for Your Website

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An Electronic Customer Experience for Service Forms

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Resonant New Business & Underwriting

Automate Your Entire New Business & Underwriting Process

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Next-generations policy administration system in one customer-centric solution

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