Newsroom

Katie Kahl explores how life insurance distributors need modern, data-driven technology to meet rising expectations, accelerate approvals, and turn speed into a strategic advantage.

Media Coverage

What Carriers Must Do to Recruit the Next Generation of Workers

Steve Cover focuses on ways the L&A sector can effectively recruit and retain the next generation of talent by learning into modernized processes and the latest technology.

Media Coverage

Bridging the Gap: How iPipeline is Using AI and Automation to Transform Life Insurance

Katie Kahl discusses how the life insurance and annuities sector is facing a digital wake-up call, and those that embrace AI and automation will be the ones who lead the next chapter of growth and engagement.

Media Coverage

The Four Letters that are Killing Your Business – and What to Do

Roy Goodart provides insightful comments regarding why carriers and distributors must navigate away from paper-based processes and towards digital solutions.

Media Coverage

The Retirement Reshuffle

Joe Yurich shares his insights on the retirement reshuffle and related opportunities for the life insurance and annuities sector.

Press Releases

iPipeline Appoints Rachel Edwards to Lead UK Business into Next Stage of Growth

New Managing Director for iPipeline UK will join the Executive Leadership Team in shaping future growth strategies.

Media Coverage

More Financially Secure Women Spotlight L&A Sales Gap

Employee Benefit News

Media Coverage

Global FinTech Interview with Steve Cover, CTO

Global FinTech

Media Coverage

iPipeline’s Powell on Scaling Advisory Businesses Through Technology

RIA Channel

Media Coverage

Celebrating 30 Years of Innovation with NAILBA

NAILBA

Media Coverage

Key Trends in Life and Annuities For 2025

Life and Health Advisor

Media Coverage

Remaining Agile in the Age of AI

Digital Insurance

Press Releases

Protective Joins with iPipeline to Digitally Transform the Order Entry Process and Help Advisors Drive Efficiency

Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc., today announced that it has collaborated with iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, to streamline the order entry process for its network of financial professionals.

Press Releases

Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents

Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey.

Press Releases

iPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform

iPipeline’s AFFIRM® for Annuities expands relationship with FIDx Insurance Exchange to provide firms with streamlined solution for financial advisors’ annuity needs.

Press Releases

iPipeline Appoints Joe Yurich as Chief Revenue Officer to Accelerate Growth and Enhance Customer Engagement

Yurich will lead business development teams to drive long-term growth and client satisfaction.

Press Releases

iPipeline Appoints Steve Cover as CTO to Advance Technological Vision and Strategy

Cover to spearhead industry-leading digital innovation in life insurance and wealth management industries, enhancing value to clients and driving sustained product differentiation.

Media Coverage

iPipeline Prepares for DOL Fiduciary Rule Tech Building

ThinkAdvisor

Media Coverage

iPipeline Names Katie Kahl to New Post of Chief Product Officer

Insurance Innovation Reporter

Press Releases

iPipeline Appoints First-Ever Chief Product Officer to Accelerate Innovation and Support Strategic Growth

Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio.

Media Coverage

iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth

WSJ CFO Journal

Press Releases

iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth

New CFO Adam Boone will lead iPipeline’s financial management to drive long-term growth strategy.

Media Coverage

Eliminate Annuity Advisor Suspense

ThinkAdvisor

Media Coverage

iPipeline Launches OneView for Agents to Speed up Annuity Sales

Life Annuity Specialist*

*Subscription may be required to read entire article.

Media Coverage

Fintech iPipeline Unveils Annuity Order Tracker

InvestmentNews

Press Releases

New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications–in Real-Time

With OneViewTM, iPipeline launches the first status tracker in the industry for the annuity application process.

Media Coverage

How AI is Reshaping Insurance Underwriting

Digital Insurance

Media Coverage

iPipeline’s Powell On Scaling Advisory Businesses Through Technology

RIA Channel

Press Releases

iPipeline Announces Registration for Connections 2024 is Now Open: New Location, New Dates, One Awesome Conference

Secure your spot now for iPipeline’s premier annual event on May 15-17 in Orlando!

Media Coverage

Wealthtech Predictions For 2024: M&A May Slow, But Disruption Won’t

Private Wealth

Media Coverage

How Recent Tech Trends are Affecting Wealth Management

InvestmentNews

Press Releases

AuguStar Life Selects iPipeline to Help Strengthen its Digital Transformation Journey and Improve the Agent Experience

iPipeline® announces a partnership which will help AuguStar Life SM to accelerate and strengthen its digital transformation with innovative solutions from iPipeline that are designed to improve the agent experience.

Press Releases

iPipeline Names Technology Industry Veteran Pat O’Donnell as New Chief Executive Officer

iPipeline announced today that Pat O’Donnell, a technology industry veteran with more than three decades of experience, has been appointed Chief Executive Officer.

Press Releases

American National Selects iPipeline’s e-App Tool to Improve Agency, Agent, and Customer Experience

iPipeline announces that American National has launched iGO®, the technology company’s digital e-App solution within its end-to-end ecosystem, to enable the insurance carrier to streamline its distribution and further improve the ease of doing business for insurance agents and brokerage general agencies (BGAs).

Press Releases

iPipeline® Unveils Redesigned and Enhanced Website, Creating a Dynamic Digital Channel for Today’s Financial Services Professionals

Showcasing updated corporate branding, iPipeline's new corporate website provides an easy to navigate digital experience while helping to simplify a complex industry.

Press Releases

LIBRA Successfully Launches Innovative Technology from iPipeline® to Aggregate, Accelerate, and Ensure Compliance of Data

iPipeline’s Agency Integrator streamlines data from various sources into one source to create robust, meaningful, and compliant dashboards for member BGAs.

Media Coverage

Conquering The Frustrations That Come With Annuities

Financial Advisor

Media Coverage

InsurTech Digital’s Top 10 Insurance Core System Softwares

InsurTech Magazine

Media Coverage

‘Pipers’ Pitch In to Help to Feed the Hungry

Daily Local

Press Releases

Navy Mutual Launches Innovative Technology from iPipeline® to Automate, Streamline, and Enhance Its Underwriting and New Business Processes

The Nation’s oldest federally recognized Veterans Service Organization selects iPipeline’s Resonant® solution to accelerate and improve the delivery of financial peace of mind to servicemembers and their families.

Media Coverage

Here’s Why Roper (ROP) Deserves a Place In Your Portfolio

Nasdaq

Media Coverage

Unlocking Efficiencies And Cost Savings Through A Digital-First, Paperless Business

Private Wealth

Press Releases

iPipeline and Vertafore Partner to Simplify Life Insurance Distribution for Carriers and Independent Agents

New integration between iGO e-App and Sircon for Carriers powers in good order applications and producer compliance for life insurance in real time.

Media Coverage

Using Data to Launch Industry’s First Agent-Scoring System

Life Annuity Specialist*

*Subscription may be required to read entire article.

Press Releases

iPipeline® Creates Dedicated Team to Enhance the Customer Experience and Help Customers Achieve Their Business Goals

Fortune 500 Veteran Leonid Davelman joins leading fintech company as VP of Customer Success to lead key initiative.

Media Coverage

Jackson Rolls Out New RILAs

Financial Advisor

Press Releases

iPipeline® Continues Its Commitment to Strategic Growth by Adding Three Key Industry Leaders

Company adds George McDonnell as General Counsel, Diane Rowell as Chief People Officer, and Aaron Guidotti as VP of R&D.

Press Releases

Advisor Group Selects iPipeline^® Order Entry Technology to Streamline Annuities for Financial Professionals

iPipeline Ecosystem’s Solutions create operational and supervisory efficiencies to simplify the process of helping clients benefit from annuities.

Press Releases

iPipeline^® Welcomes Life Insurance and Annuities Industry Pros to Connections 2023—Scheduled for March 12-14 at the ARIA

iPipeline’s premier annual event, spanning nearly 25 years, will offer insights from industry visionaries, and focus on growing business and exceeding customer expectations.

Media Coverage

Annuity Applications Jump in Quarter, Capping Off a Record Year

Life Annuity Specialist*

*Subscription may be required to read entire article.

Media Coverage

How Technology Can Help, Or Hinder, Advisory Practices

Private Wealth

Media Coverage

The Relationship Between Life e-App And The Carrier Policy Admin System

Broker World

Press Releases

Legal & General America Harnesses iPipeline® Solutions to Optimize Distribution and Insure More Families

LGA forges strategic partnership with iPipeline to transform its business through access to real-time, data-driven insights and benchmarks.

Press Releases

iPipeline® Partners with iCover, Harnessing AI Underwriting to Optimize the Insurance Buying Experience

iCover’s algorithmic underwriting enables fast and accurate risk assessment at the point of sale, and significantly higher rates of instant decisions.

Press Releases

iPipeline® Ecosystem Enables National Life Group to Create Fully Automated New Business Underwriting Platform

National Life becomes one of the first providers to offer a fully digital distribution of indexed universal life insurance policies via same-say turnaround and without human touch.

Press Releases

Life and Disability Income Insurance Products from MassMutual Now Available on iPipeline®’s End-to-End Digital Platform

MassMutual announces another way to access its life and disability income (DI) insurance products. Effective immediately, products are now available through iPipeline on iGO®, iPipeline’s intelligent digital application platform built specifically for insurance and financial services.

Press Releases

iPipeline® Provides Advisors Excel with Unified Path Toward Accessing Core Data Analytics in Financial Services

In partnership with Snowflake, turnkey solutions provider enables Advisors Excel to combine disparate data systems, automate workflows, and create practice efficiencies to position advisors for unlimited growth.

Press Releases

iPipeline® Adds Speed of Underwriting to Quote Engine with Ethos to Deliver Insurance to Agents in Minutes

Ethos becomes first insurtech on the platform as proprietary iPipeline technology feature optimizes filtering of policies with instant underwriting.

Press Releases

BetterLife Selects iPipeline® to Digitally Transform Its Business & Better Serve Future Generations

125 year old Fraternal Benefit Society plans to employ the iPipeline Ecosystem to improve agent & member experiences — and set a foundation for scalable growth.

Press Releases

iPipeline Named One of the Country’s Top Workplaces in Energage’s National Employee Survey Program

iPipeline Honored Among Top Workplaces 2022 Award Recipients Based on Employee Feedback About the iPipeline Culture

Press Releases

iPipeline Acquires IFS

Exton, PA (September 23, 2020) – Acquisition Expands the SSG Digital Platform to Include Low Code/No Code Advisor Products for Onboarding, Asset Movement, Maintenance and Transitions

Press Releases

iPipeline Acquires WELIS

Exton, PA (September 22, 2020) – Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US

Press Releases

iPipeline to Be Acquired by Roper Technologies

EXTON, PA (August 8, 2019) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry today announced that it will be acquired by Roper Technologies, Inc, a diversified technology company and a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. The acquisition is expected

Press Releases

iPipeline Acquires Canadian Solutions Provider Bluesun

Exton, PA (March 18th, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of Bluesun, a leading provider of software solutions to the life insurance and financial services industry in Canada.Bluesun designs software products to automate core business processes for MGAs, national accounts,

Press Releases

iPipeline Launches AlphaTrust e-Sign for Life Insurance and Financial Services

EXTON, PA (May 30, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the launch of AlphaTrust® e-Sign. AlphaTrust e-Sign is an electronic signature solution that easily integrates with existing applications enabling high-volume, document process automation to reduce costs and dramatically improve

Press Releases

iPipeline Acquires TCP LifeSystems

Exton, PA (January 3, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies in the US, UK, Canada, and Ireland. TCP’s digital Policy Administration System (PAS) module offers billing, claims,

Press Releases

iPipeline Acquires Laser App Software

Exton, PA (September 19, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Laser App Software®, a premier provider of forms automation and management software for the securities and insurance industries. Laser App is used by approximately 100,000 registered investment advisors (RIAs),

Press Releases

iPipeline Acquires Resonant

Exton, PA (January 23, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Resonant®, an emerging provider of Integrated Life Underwriting Solutions (ILUS). The acquisition further expands iPipeline’s industry-leading platform, moving them to the forefront of automated underwriting with Resonant’s breakthrough software

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