OneView™
The tool you need to monitor, notify, and fix annuity orders seamlessly
OneView is iPipeline’s streamlined annuity tracking software, giving financial professionals a real-time, centralized view of annuity order statuses across multiple carriers. With its simplified dashboard and standardized status updates, it reduces back-and-forth with carrier support and helps advisors stay informed at every stage of the process.
Built for efficient annuity management, OneView enables users to monitor, notify, and resolve issues quickly. Direct access to carrier platforms and real-time alerts allow teams to prioritize tasks, prevent delays, and improve transparency throughout the annuity lifecycle.
For distributors, BGAs, and carriers, OneView cuts down admin time, lowers call volumes, and enhances process visibility. It’s a smarter, faster way to manage annuity operations—all backed by iPipeline’s trusted technology and industry expertise.
Key features of the OneView platform
Real-Time Order Tracking Capabilities
Notification of New Orders
A Simplified and Centralized Dashboard
Standardized Carrier Workflow
Monitor, Notify & Fix Annuity Orders
Seamless Carrier Information Access
Improved Management to Prevent Backlogs
The iPipeline difference
OneView from iPipeline provides you with:
- A comprehensive solution that enables you to track your annuity orders – at any point in the process and from any carrier – to improve speed, efficiency, and transparency
- 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 tracking carrier status with OneView – and experience a new level of efficiency, transparency, and success in tracking your annuity order status
Say goodbye to complexity and hello to efficiency with our innovative solution.
- Reduce your call volumes, call lengths, and cycle times
- BGAs can view their suitability review status and monitor their funding status
- Spend less time following up with carriers and more time servicing your clients
- Replace inconsistent misinformation with reliable and consistent data
- Improve process transparency with status insights, centralized updates, and standardized procedures across carriers
- Reduce admin cost to manage call volumes
- Enhance operational efficiency by delivering real-time, product-specific feedback to empower agents in addressing issues promptly
