Tag: Agents

How to Successfully Navigate the Challenges of Annuity Order Tracking: Empowering Financial Advisors and Agents
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
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.
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.