Introducing OneView, a breakthrough solution that empowers agents with a unified and real-time view of their carrier’s order statuses – all in one convenient location.
OneView provides you with the tools you need to monitor, notify, and fix annuity orders seamlessly and in every step of the process.
This comprehensive solution makes it simple and efficient to manage the status of pending annuity orders in real-time. With OneView’s streamlined dashboard, you can now easily track orders and quickly make any necessary changes while drastically minimizing calls and emails with carrier support staff.
Let OneView help you reduce uncertainties while guaranteeing transparency throughout the entire process.
OneView from iPipeline provides you with:
OneView is designed to bridge existing gaps, enhance operational efficiency, and empower financial advisors, carriers, and broker-dealers. Here’s how this solution can address the identified issues: