CHARLi
CHARLi is the artificial intelligence that connects every product, feature, and workflow across iPipeline.
- Save time (what used to take hours now takes seconds)
- Deliver real-time data to provide accurate, data-driven insights
- Unify your tools, teams, and data, all in one place giving you a 360-degree view of your business
- Position your business for growth and scale efficiently, innovate faster, and stay ahead of what’s next
What It Powers Today (and What’s Next)
CHARLi drives innovation across the iPipeline platform — powering tools today and laying the foundation for more to come.
Embedded in DocFast® | Launching in August 2025
Embedded in InsureSight® | Launching in Q4 2025
Embedded in InsureSight® | Launching Q4 2025
Embedded in iGO® e-App | Launching Q4 2025
How CHARLi Works for You: Experience the Power of AI-Driven Efficiency in Action
Unified Intelligence
Data-Driven Personalization
Real-Time Enablement
Scalable Innovation
We've unified our family of products to bring the full power of iPipeline into solving customers' business needs.
CHARLi is central to our ecosystem, so we can leverage it's intelligence, anywhere and everywhere. Expectations are higher. Technology is rewriting all the rules.
Our customers want to build faster, think bigger, and expect more – they want:
- Speed to market
- A better user experience and faster sales processes
- Stability, quality, and overall improvements in what we deliver
Let’s Bring CHARLi to Life in Your Business
More information
Customer Quote
See how customers are responding to working together with iPipeline
Why iPipeline?
Many clients choose us and have had great success. Find out a little more about our work.
Contact Us
Still have product-specific questions? Please call or email us. We'll be happy to assist you!