Agents & Advisors
Through carriers, distributors, and financial institutions, iPipeline offers agents and advisors access to the industry’s most comprehensive and powerful platform. We help you eliminate errors, improve the consumer experience, and ultimately get paid faster.
Agent and Advisor Products
No other platform offers you comprehensive, field-proven solutions to streamline and accelerate the marketing, selling and processing of life, annuity and health products. Explore how iPipeline's technology is dramatically improving the agent, advisor and consumer experience.
- Market & Sell
- Apply & Manage
- Deliver & e-Sign
Salesforce.com with iPipeline’s Industry-leading Suite of Agent Tools
Fully Integrated Solution for Generating Insurance Illustrations
Quickly and Easily Deliver Accurate Insurance Quotes
Resonant® Field Underwriting (formerly XRAE)
Field Underwriting Tool
Compare infinite sales scenarios for multiple carriers
AFFIRM for Annuities
Streamlined Order Entry for Annuity Sales
AFFIRM for Life
A Wizard-based Collaborative Selling Tool
Aggregate, Distribute and Access Product Information
An Intelligent Fillable Form and Data Gathering Solution
iGO® Account Opening
The Fastest Way to Open Accounts
Laser App Fusion
Financial Forms Made Easy for Your Website
An Electronic Customer Experience for Service Forms
Fast and Secure e-Delivery for Your Policies and Documents
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