Financial Institutions

iPipeline offers the financial institutions the most comprehensive and powerful life and annuities platform to support the special requirements of your advisors. AFFIRM for Life and Annuities provides your advisors with everything they need, while adhering to customizable workflows and suitability reviews to ensure 100% FINRA/SEC and state compliance.

Our solutions for Financial Institutions and their advisors allow direct control of selling guidelines, compliance rules and product information, provide a unique point-of-sale experience, and reduce errors, cost and time.

Financial Institution Products

iPipeline's products dramatically improve how advisors do their jobs and are designed to integrate with your existing infrastructure to deliver exceptional business value throughout your institution.

  • Market & Sell
  • Apply & Manage
  • Deliver & e-Sign
  • Quoting

    Quickly and Easily Deliver Accurate Insurance Quotes

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  • Resonant® Field Underwriting (formerly XRAE)

    Field Underwriting Tool

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  • 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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  • Financial Advisor Revenue Retention Solution

    Retain Revenue, Top Advisors and Valued Customers

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  • iGO®

    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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  • PolicyHS®

    An Electronic Customer Experience for Service Forms

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  • DocFast®

    Fast and Secure e-Delivery for Your Policies and Documents

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    Flexible e-Signature and Document Process Automation

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