Tag: Roy Goodart

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.
Generative AI: What it is and what it means for the insurance industry
Joined by Munich Re, we’ll dive deep into how Generative AI can enhance customer experience, streamline claims processing, automate underwriting, and improve risk assessment.
Rise of the Machines: Using Data and AI to Grow Your Business
Sponsored session in conjunction with LIDMA's 2020 Virtual Mastermind Series.