WebDirect Annuity Distribution Platform

Key features of WebDirect for annuity distribution

Tap Into New or Expanded Distribution Channels

Enables carriers to tap into new or expanded distribution channels including BGAs and down-market independent broker dealers

Expanded AFFIRM® Offering

Expands current AFFIRM offering for carriers

User-Friendly Environment

A user-friendly environment that aligns with the current business processes of each agent

Simple and Easy Setup

A simple and easy setup and maintenance process

Ensured In Good Order

Ensures all transactions are 100% in good order

Unlocking additional annuity distribution channels

WebDirect is iPipeline’s digital solution for expanding annuity distribution quickly and cost-effectively. It enables carriers to reach new and existing channels, including BGAs and independent broker-dealers, without adding operational burden.

Built on proven annuity technology, WebDirect delivers a scalable order entry experience that simplifies how products are sold and processed. Carriers can streamline submissions, reduce errors, and ensure every transaction is 100% in good order.

Designed to fit seamlessly into existing agent workflows, the platform offers an intuitive user experience that minimizes friction and boosts productivity across the distribution chain. With fast implementation and minimal maintenance, WebDirect helps carriers extend market reach, improve efficiency, and drive growth without stretching internal resources.

The iPipeline difference

WebDirect from iPipeline provides you with:

The ability to leverage existing AFFIRM infrastructure, building upon what has already been established and maximizing your investment
An extensive distributor network – one of the largest in the industry – ensures you have access to a wide array of potential partners, expanding your distribution reach
Simple setup and maintenance so you can start leveraging benefits quickly and effortlessly
100% in good order process support, ensuring all annuity transactions are complete, accurate, and error free – all which speeds up processing time
Our experience and expertise of being one of the first in the industry, all backed by the security and stability of being a business unit of Roper Technologies, Inc.

Unlock the power of WebDirect and revolutionize your distribution strategy. With extended reach, simplified processes, and seamless integrations, you'll open the door to new opportunities and drive business growth.

Benefits for Distributors, BGAs and Independent Broker-Dealers

Simplified annuity ordering enables agents to log in directly from the BGA platform and complete annuity orders — streamlining the distribution process and saving time
Suitability function fulfillment ensures compliance while minimizing risk for the distributor or BGA
Our user-friendly experience and simple interface creates increased efficiency and productivity for distributors and agents
WebDirect to be seamlessly integrated with Annuity Illustrations (coming soon), providing an enhanced functionality for distributors and BGAs
A seamless integration with Agency Integrator (coming soon) will allow orders placed through WebDirect to be sent to Agency Integrator for even easier easy tracking and to further streamline workflows

Benefits for Carriers

Expanded Product Accessibility enables carriers to extend their reach to optimize distribution by easily making any products on AFFIRM for Annuities also accessible on WebDirect
Providing carriers with additional distribution options and opportunities, WebDirect integrates with our BGA network – easily and seamlessly
With simple setup and maintenance, you’ll minimize the burden on your IT department with WebDirect’s easy setup and maintenance design, allowing you to focus on your core business
Extended distribution capabilities means more distribution and less work, with carriers reaching a wider audience and enjoying increased market share — without adding significant workload