Agency Integrator - Insurance Case Management Software

Streamline your commission reconciliation workflow for faster & smarter execution

Agency Integrator is iPipeline’s robust solution for insurance case management, designed to simplify operations, drive productivity, and improve the customer experience. From pre-application through in-force, it offers a holistic view of case activity while centralizing agent data, licensing, and appointment details in one powerful platform. With real-time carrier-pending case feeds and built-in CRM support, Agency Integrator empowers agencies, BGAs, and financial institutions to better manage agent relationships and reduce cycle times.

Its advanced commission reconciliation capabilities enable full visibility into all types of commission payments, backed by automated tracking, detailed reporting, and seamless integration with third-party apps. Agency Integrator delivers a stable, scalable, and modern approach to managing the complexities of your business.

Key Features of our Agency Integrator software

Multiple Management Capabilities

Life insurance and annuity agency management

Holistic Management

Manage cases holistically – from pre-app through in-force

Tracking Capabilities

Track agent details, demographics, and licensing, as well as appointment information

Centralized Database

Provides a centralized database of agent contacts and application data

Carrier-Pending Case Information

Receive carrier-pending case information directly from carrier feeds

Commission Payments Tracking

Ability to track different types of commission payments

Commission Management & Reporting

Full commission management and reporting

Communications & Reminders

Automates agent communications and case manager reminders

CRM Support

Supports CRM abilities, allowing you to manage agent relationships effectively

Third-Party App Support

Connects to third-party industry-leading paramed, APS, and imaging applications

Complete Agency Reporting

Provides complete and detailed agency reporting, empowering you with valuable insights to make informed business decisions

Agency Business Reports

Report on agency business with out-of-the-box and ad-hoc reporting

The iPipeline difference

Agency Integrator from iPipeline provides you with:

An unrivaled stability to give you the peace of mind that your data is secure as well as accessible at all times
The most up-to-date technology and latest advancements and features
The ability to easily connect with our distributor e-SSENTIALS® for support across your entire agency, creating a cohesive workflow
An extended vendor network to ensure a seamless experience, connecting you with all the vital industry stakeholders
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 true potential of your agency with Agency Integrator – and experience a new level of efficiency, collaboration, and success in managing your insurance cases.

Benefits for Distributors, BGAs and Financial Institutions

Fully supports your operations through a full and rich-featured offering, providing all the necessary tools and functionalities
Easily manage and expedite information in one unified system, spending less time manually tracking and reporting
Make smarter executive decisions with data and insights from robust reporting
View case status and provide operational direct case access and insights directly to producers with DataView, an agent portal
Decrease your case cycle time
Improve financial oversight of commission revenue
Experience intuitive case management system
Reduce IT overhead costs
Increase customer satisfaction with better tools, portals, and reporting