AFFIRM® for Life

Wizard-based collaborative selling tool

Introducing AFFIRM for Life, a wizard-based collaborative selling tool and processing solution designed to revolutionize the way you handle life insurance transactions.

Key features

Enhanced Efficiency

Enables BGAs to effortlessly support life sales for Broker-Dealers, streamlining the sales process and enhancing efficiencies

Ensured Compliance & Suitability Requirements

Supports Broker-Dealer’s compliance and suitability requirements, ensuring that every policy meets the required standards

Access to Insurance Products

Provides access to a broad range of insurance products -- including term life, universal life, whole life, variable life, long term care, and disability income

Built-In Support

Includes built-in support for suitability reviews, compliance management, as well as your unique business processes

Standardization Compliance Approach

Standardization compliance approach for validation, surveillance, and supervision across all sales

Self-Service Capability

Self-service capability of orders, questions management, forms mapping, and workflows

Common Data Model

Common data model across all carriers and distributors

Ensured Compliance

Customized workflows and suitability reviews to ensure SEC, FINRA, and state compliance

Enhanced Compliance & Efficiency

Bridges Broker-Dealers and BGAs, streamlining life insurance tracking for enhanced compliance and efficiency for both

Extensive Integrations

Robust integrations with Broker-Dealers 
and BGAs and third-party vendors

The iPipeline difference

AFFIRM for Life from iPipeline provides you with:

  • A product with demonstrated success and strong endorsements from Broker-Dealer customers

  • A competitive difference that will set you apart from the rest

  • Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc.

Unlock the power of collaboration, efficiency, and compliance in your life insurance transactions – and invest in AFFIRM for Life today.
Benefits for Distributors and Broker-Dealers
  • Customized workflows and suitability reviews to ensure SEC, FINRA, and state compliance
  • Enables advisors to provide a value-added service by selling insurance to their portfolio clients
  • Easy integration with Agency Integrator to further enhance the collaboration and interaction between different facets of your business
Benefits for Carriers
  • Empowers Carriers to better serve their Broker-Dealer customers
  • Allows Carriers to manage multiple product versions (PPfLs)                                         

Works Well With

AlphaTrust e-Sign
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Agency Integrator
Agency Relationship Management
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iPipeline Illustrations & WELiS
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