Insights
Customer Testimonials
Leslie Sells of Producers Choice Network shares her experience using Agency Integrator, her favorite iPipeline solution.
Customer Testimonials
Misten Long of Sammons Financial Group shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
Customer Testimonials
Jessica Jeske of Transamerica shares her experience using iPipeline Illustrations & WELiS®, her favorite iPipeline solution.
Customer Testimonials
Lisa Violetta-Freeman of Georgetown Financial Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
Customer Testimonials
Kristin Washburn of the Cason Group, Inc. shares her experience using iGO, her favorite iPipeline solution.
Blogs
Author Robert Powell explains how Laser App empowers users to tap into the demand for digital – for clients today and in the future.
Blogs
DocFast®, iPipeline®’s e-Delivery solution, allows you to transform the manual document delivery process into a secure, swift, and seamless online document delivery experience.
Blogs
5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales
XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
Blogs
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
Blogs
An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. Here are six key factors to keep in mind.
BGA Buzz
BGA Buzz: Q4 2023 Issue
NAILBA 42 iPipeline has a long history of attending NAILBA and we enjoy getting to see each of you at this conference every year. In the past, we have held a user group meeting at NAILBA each year, but we are switching things up this year! We want to encourage you to attend our Solution Session,
Blogs
Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.
BGA Buzz
BGA Buzz: Q3 2023 Issue
A Perfect Annuity Sales Storm The current economic environment has created a perfect storm for record-level growth in the annuity market. As interest rates continue to be unpredictable and the potential of a recession looms, retirement investors are looking for safe, short-term investments. On iPipeline’s AFFIRM® platform, we have seen record annuity sales so far
Blogs
Adopting new technology can help propel your business into the future and give you an edge over your competition. We share some tips on how to select the right technology to make adoption sustainable and enable you to tap into ongoing growth.
Blogs
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
Case Studies
Through its partnership with iPipeline, Levinson & Associates streamlined and optimized document delivery and approval, providing more time for agents and administrative staff to focus on serving their customers and growing their business.
BGA Buzz
BGA Buzz: Q2 2023 Issue
Looking for the Best e-Delivery Product on the Market? You May Already Have It! If you’re a BGA with a license for iPipeline’s e-SSENTIALS® package, you already have access to DocFast®, one of the industry’s best e-delivery solutions. Currently used by more than 22 carriers and 976 distributors in the U.S., DocFast helps you automate
Blogs
We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model.
BGA Buzz
BGA Buzz: Q1 2023 Issue
Looking Ahead at Early Trends for 2023 Insights from the iPipeline Data Team Happy New Year – or better yet – Happy 1st Quarter of 2023! Here at iPipeline, we may not believe in Ouija boards, fortune tellers, or crystal balls to forecast our future, but we do believe in our data – and the
Blogs
As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
BGA Buzz
BGA Buzz: Q4 2022 Issue
The Industry’s Continuing Challenge of DTC Insights from Bill Atlee, Chief Innovation Officer and Founder of iPipeline It’s the question we ask ourselves, every day: “What’s for dinner?” The cheapest (but most time-consuming) way to do dinner is to drive to the grocery store, toss the items in your cart, drive home, and cook your
BGA Buzz
BGA Buzz: Q3 2022 Issue
We’re excited to share this inaugural issue with you! Each quarter, we’ll bring you the most up-to-date information about: • News from our carriers • Important updates on our products and product features • Helpful tips and tricks And ALL of it is specifically tailored for our BGA clients. Take a look and let us
Blogs
In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies.
Blogs
Give yourself an edge over your competition and explore 5 ways to improve your placement ratio. Imagine what insights you could have with InsureSight.
Blogs
The experience and impacts of inefficient NAO workflows are chronic — and treatable, with digital technology solutions that are designed to automate and streamline the NAO workflow.
Blogs
The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.
Case Studies
"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight
Blogs
We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!
Case Studies
The AlphaTrust e-Sign integration resulted in unexpected advantages for us.
Case Studies
Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.
Case Studies
Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.
Case Studies
Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.
Case Studies
ASSURITY iPipeline and Assurity – A Comprehensive Look at Our Partnership
Case Studies
Speed and accuracy are critical during the open enrollment period for Medicare Supplement.
Case Studies
CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign
Case Studies
An Interview with ELCO Mutual Life and Annuity
Case Studies
Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.
Case Studies
As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations...
Case Studies
As a life insurance brokerage, we take great pride in providing our brokers with the ultimate products and tools needed to simplify the complexities of the life insurance market. iSolve is an innovative and powerful tool, which will save our brokers a lot of time and enable them to close more cases rapidly and efficiently.
Case Studies
Digital transformation is a critical component of the continued success of our industry.
Case Studies
As part of Lincoln’s commitment to helping individuals achieve their financial goals...
Case Studies
CASE STUDY As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate