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        • Illustrations | iPipeline Illustrations & WELiS®
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        • e-App | iGO®
        • Order Entry | AFFIRM® for Annuities
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        • Underwriting & Case Management | Resonant®
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        • e-Delivery | DocFast®
      • Streamline Workflow for Agents & Advisors
        • Order Entry & Suitability | AFFIRM® for Annuities
        • Order Entry for Expanded Distribution | WebDirect
        • Track Carrier Status | OneView™
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        • Case Analytics | InsureSight®
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      • Generate Instant Quotes & Illustrations
        • Quoting | LifePipe
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        • Field Underwriting | XRAE®
      • Automate & Streamline Applications
        • e-App | iGO®
      • Streamline Workflow for Agents & Advisors
        • Agency Relationship Management | Agency Integrator
      • Monitor, Notify, & Fix Annuity Order Seamlessly
        • New, Pending, In-force Annuity Business | OneView™
        • Order Entry for All Markets | WebDirect
      • Deliver Policies, Contracts & Documents
        • e-Delivery | DocFast®
      • Leverage Data Analytics
        • Case Analytics | InsureSight®
    • Financial Institutions
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      • Streamline Order Entry
        • Order Entry | AFFIRM® for Annuities
        • Order Entry | AFFIRM® for Life
      • Deliver Policies, Contracts & Documents
        • e-Delivery | DocFast®
      • Optimize Workflow for Financial Institutions
        • Order Entry | AFFIRM® for Annuities
        • Order Entry | AFFIRM® for Life
        • Track Carrier Status | OneView™
        • Client Onboarding | IFS Onboarding
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        • Financial Forms | Laser App
        • e-Signature | AlphaTrust® e-Sign
      • Annuities (Insurance)
        • Order Entry & Suitability | AFFIRM® for Annuities
        • Order Entry for All Markets | WebDirect
        • e-Delivery | DocFast®
      • Life (Insurance)
        • Order Entry | iGO®
        • Suitability | AFFIRM® for Life
        • Agency Relationship Management | Agency Integrator
    • RIAs
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      • Financial Forms | Laser App
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  • SOLUTIONS
    • Life & Annuities
      Click for more information
      • Carriers
        Click for more information
        • Generate Instant Quotes & Illustrations
          • Illustrations | iPipeline Illustrations & WELiS®
          • Quotes | LifePipe
          • Quotes | iSolve®
        • Automate & Streamline Applications
          • e-App | iGO®
          • Order Entry | AFFIRM® for Annuities
        • Accelerate Case Management & Underwriting
          • Underwriting & Case Management | Resonant®
          • Field Underwriting | XRAE®
        • Deliver Policies, Contracts & Documents
          • e-Delivery | DocFast®
        • Streamline Workflow for Agents & Advisors
          • Order Entry & Suitability | AFFIRM® for Annuities
          • Order Entry for Expanded Distribution | WebDirect
          • Track Carrier Status | OneView™
        • Leverage Data Analytics
          • Case Analytics | InsureSight®
        • e-Sign Documents Securely
          • e-Signature | AlphaTrust® e-Sign
      • BGAs
        Click for more information
        • Generate Instant Quotes & Illustrations
          • Quoting | LifePipe
          • Quotes | iSolve®
        • Accelerate Case Management & Underwriting
          • Field Underwriting | XRAE®
        • Automate & Streamline Applications
          • e-App | iGO®
        • Streamline Workflow for Agents & Advisors
          • Agency Relationship Management | Agency Integrator
        • Monitor, Notify, & Fix Annuity Order Seamlessly
          • New, Pending, In-force Annuity Business | OneView™
          • Order Entry for All Markets | WebDirect
        • Deliver Policies, Contracts & Documents
          • e-Delivery | DocFast®
        • Leverage Data Analytics
          • Case Analytics | InsureSight®
      • Financial Institutions
        Click for more information
        • Streamline Order Entry
          • Order Entry | AFFIRM® for Annuities
          • Order Entry | AFFIRM® for Life
        • Deliver Policies, Contracts & Documents
          • e-Delivery | DocFast®
        • Optimize Workflow for Financial Institutions
          • Order Entry | AFFIRM® for Annuities
          • Order Entry | AFFIRM® for Life
          • Track Carrier Status | OneView™
          • Client Onboarding | IFS Onboarding
          • Transitions | IFS Transitions
        • Leverage Data Analytics
          • Case Analytics | InsureSight®
    • Wealth Management
      Click for more information
      • Broker-Dealers
        Click for more information
        • Brokerage (Securities)
          • Onboarding | IFS Onboarding
          • Transitions | IFS Transitions
        • Advisory (Securities)
          • Onboarding | IFS Onboarding
          • Transitions | IFS Transitions
        • Direct to Fund Companies (Securities)
          • Financial Forms | Laser App
          • e-Signature | AlphaTrust® e-Sign
        • Annuities (Insurance)
          • Order Entry & Suitability | AFFIRM® for Annuities
          • Order Entry for All Markets | WebDirect
          • e-Delivery | DocFast®
        • Life (Insurance)
          • Order Entry | iGO®
          • Suitability | AFFIRM® for Life
          • Agency Relationship Management | Agency Integrator
      • RIAs
        Click for more information
        • Financial Forms | Laser App
      • Fund Companies
        Click for more information
        • Financial Forms | Laser App
        • e-Signature | AlphaTrust® e-Sign
    • Evolve Platform
      Click for more information
    • Product Directory
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  • Resources
    • Connections Conference
    • Events & Webinars
      • Upcoming Conferences
      • On-Demand Webinars
    • Newsroom
      • Press Releases
      • Media Coverage
    • Insights
      • Blogs
      • Case Studies
      • BGA Buzz
      • Customer Testimonials
  • About Us
    • Our Story
    • Executive Team
    • Culture & Careers
    • Corporate Responsibility
    • Global Locations
  • Current Customers
    • Customer Portal
    • iService
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    • Contact Us

Product Directory

AFFIRM® for Annuities

Streamlined order entry for annuities

AFFIRM® for Life

Wizard-based collaborative selling tool

Agency Integrator

Streamlined case management workflows

AlphaTrust® e-Sign

Flexible e-Sign & document process automation

DocFast®

Document Delivery Simplified

IFS Onboarding

Automate & streamline account opening

IFS Transitions

Simplify the onboarding book of business for new advisors

iGO®

Intelligent, fillable form & data gathering e-App

iPipeline Illustrations & WELiS®

Fully integrated illustrations generator

InsureSight®

Leverage data analytics & AI

iSolve®

Digital access to millions of illustrations

Laser App

Financial forms made easy & accessible

LifePipe

Quickly deliver accurate quotes

OneView™

Track carrier status

Resonant®

Streamline new business & underwriting

WebDirect

Unlock additional distribution channels

XRAE®

Field underwriting tool

Digitally transform your business

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