BGAs Life Insurance Software

Drive growth with an end-to-end ecosystem

Illustration of the iPipeline Ecosystem
Accelerate growth with a connected ecosystem for life insurance and annuity distribution. iPipeline enables BGAs to streamline operations, reduce manual work, and improve collaboration across agents and carrier partners.
 
By bringing quoting, e-applications, underwriting, and case management into a single workflow, BGAs can process business faster and with greater accuracy. Automation eliminates fragmented steps – resulting in cleaner submissions, stronger compliance, and more efficient policy delivery.
 
Support for accelerated underwriting helps reduce decision times, improving the experience for both advisors and clients. Meanwhile, centralized data and analytics provide clear visibility into pipeline performance, enabling smarter decisions and continuous optimization.
 
The result is a scalable, efficient operation that strengthens partner relationships and delivers a consistent, high-quality customer experience.

Life insurance solutions built with BGAs in mind

Generate Instant Quotes & Illustrations

Leverage quotes, powerful illustrations, and field underwriting with our industry-leading technology.

Accelerate Case Management & Underwriting

Leverage the latest technology for decisioning, rules engine, and workflow automation to reduce the time to underwrite an application.

Automate & Streamline Applications

Support a wide range of products and distribution channels – from order entry to financial forms – with the most widely-used e-App in North America.

Streamline Workflow for Agents & Advisors

Simplify, streamline, and automate your workflow into a centralized database, providing full compliance and 100% in good order transactions.

Monitor, Notify, & Fix Annuity Order Seamlessly

Streamline annuity order management, minimize uncertainties, and improve transparency with ease.

Deliver Policies, Contracts & Documents

Deliver digitized policies, documents, and other relevant communications with speed, transparency, and security.

Leverage Data Analytics

Power valuable insights into performance and sales through data rich and robust case analytics.

iPipeline e-SSENTIALS®: BGA Technology Suite

As a BGA, you need top-tier technology solutions and a partner that understands the challenges of the BGA community. We’ve put together a bundled technology package that enables you to transact life insurance simply, easily, and efficiently.

The e-SSENTIALS package includes:

  • FormsPipe
  • XRAE®
  • LifePipe
  • iGO®
  • DocFast®
  • InsureSight®

A partnership you can be proud of