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Via your portal, AgentOne® enables agents to guide customers and related cases through the insurance sales process from XRAE® health class estimation, needs analysis, and quotes and illustrations to iGO® (e-App) with e-Signature and e-delivery. Agents are alerted to delays, while managers remain informed through customized reporting.

Additional functionality -- including Salesforce automation, campaign management and call center integration can be added any time. AgentOne also runs on your existing implementation or can stand alone.

With tight data integrations to iPipeline solutions, a familiar interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales.

*At this time, AgentOne is available only for captive carriers.


  • Full insurance functionality (field underwriting, quotes, etc.)
  • Mobile access via Salesforce1 App
  • Custom data-driven reports, dashboards and workflow
  • Single sign-on to everything an agent needs


  • End-to-end, agent-optimized user experience
  • Increased adoption of straight through processing tools
  • True customer-centric experience
  • Reduces integration costs

Related Software

iPipeline's marketing, selling, applying, managing and delivery tools work seamlessly within AgentOne.  For more details on our most popular AgentOne product integrations, visit the following product pages:

Illustrations - Fully Integrated Solution for Generating Insurance Illustrations

iGO®- An Intelligent Fillable Form and Data Gathering Solution

DocFast™- e-Deliver Your Policies and Supporting Documents Securely

Resonant - Automate Your Entire New Business & Underwriting Process