Events & Webinars

Join iPipeline and FIDx as we explore how firms are simplifying annuity processing, reducing manual work, and creating a smoother experience from submission through service with IX Express.  

AI brings powerful possibilities — but also comes with risks, hesitations, and security considerations. In this session, we’ll explore what leaders need to know about implementing AI responsibly. From compliance to change management and ethical concerns, learn how to adopt AI with confidence.  

Join our forward-looking conversation on how artificial intelligence is reshaping the insurance, financial, and wealth management industries. We’ll dive into the core fundamentals of AI, the transformative opportunities it presents, and how forward-thinking organizations are evolving their strategies to stay ahead.  

Come explore how Laser App, the premier digital forms library powered by iPipeline, integrates seamlessly with AdvisorEngine, an advanced CRM solutions tailored for modern financial professionals and designed to streamline your business and workflows.

Discover four powerful add-on features for iGO®, iPipeline’s e-Application solution, as we walk you through key features and benefits of each feature, highlighting how they can streamline your workflow, enhance productivity, identify fraud, and reduce the likelihood of high-risk transactions – all to maximize efficiency and get the most out of your insurance application process,

Explore key functionality and benefits of Laser App, powered by iPipeline, the leading digital forms library in the industry and integration options available between Laser App and AppCrown, a leading Wealth Management CRM integration partner. In this session we will cover: Company overviews of iPipeline and AppCrown Laser App Demo + AppCrown Demo and Integration

In our 2-part webinars series, Unlocking Opportunities with e-Delivery. Discover five ways how digital document delivery can transform your business operations and why e-Delivery is critical in today’s landscape, from boosting efficiency to enhancing the customer experience. Then join in for session two, where we will discuss why adopting e-Delivery is crucial for success and

Join iPipeline’s Diana McKay, AVP, Product Management, in this enlightening session as we highlight the top five benefits an agency management system has on streamlining daily operations and maximizing ultimate efficiencies. We’ll also explore key features and benefits of iPipeline’s agency management solution, AgencyIntegrator™. 

Joined by Munich Re, we’ll dive deep into how Generative AI can enhance customer experience, streamline claims processing, automate underwriting, and improve risk assessment.

Underwriting’s Most Pressing Challenges (and Opportunities), Simplified.

Get a firsthand look at Laser App's completely revamped user experience, featuring new iPipeline technology and simplifying how to centralize and process business.

NAILBA CEO Dan LaBert sits down with Bill Atlee, Chief Innovation Officer for iPipeline, to discuss iPipeline's initiatives moving into the new year.

Watch two industry veterans – Bill Atlee, iPipeline’s Founder and Chief Innovation Officer, and Peri Lane, Owner & Founder of Apis Productions, as they dive into a consumer-based quote engine approach that leverages website activity to generate and capture new leads.

Isn’t it time that illustrations experience an innovative breakthrough? Join Bill Atlee, Founder and Chief Innovation Officer, as he walks you through our newly enhanced version of iSolve!

If the average carrier could shave 5 days off its’ cycle time, they could significantly increase their placement ratio, resulting in millions of additional premium dollars. Are you minimizing your "Hour of Sour"?

Learn how 5 days cost our industry millions of dollars.

In this panel, you'll hear from executives at these three organizations as they share their successes with agent performance, agent recruitment, placement lift and more.

Sponsored session in conjunction with LIDMA's 2020 Virtual Mastermind Series.

Sagicor's story of process improvement has resulted in higher placement ratios and increased BGA engagement.

A discussion on the immediate impact of digitizing delivery and e-Signature, and the long-term strategies being defined together to standardize our industry.