Tag: Innovation

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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.
Blogs
Guiding the Insurance and Financial Industries into the Digital Age: 6 Crucial Factors to Look for in Every e-Delivery Solution
In today's fast-paced digital landscape, both the insurance and financial industries stand at a crucial intersection of technological innovation. We are experiencing a digital transformation with one common enemy – paper.
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.
Blog
The Demand for Digital: 5 Ways to Give Your Clients the Digital Experience They Want, While Making Your Life Easier and More Integrated
Author Robert Powell explains how Laser App empowers users to tap into the demand for digital – for clients today and in the future.
Blogs
7 Powerful Reasons Why e-Delivery is Critical in Annuity Sales
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.
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.
Blogs
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.
BGA Buzz
BGA Buzz: Q1 2024 Issue
A welcome message from Pat O'Donnell, iPipeline CEO.
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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
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