iPipeline champions robust partnerships with employees, partners, and customers. The company is devoted to fostering a collaborative work environment, innovation, and open communication. They deliver effective online software solutions that facilitate straight-through processing for financial services and insurance markets worldwide.
iPipeline has won many industry awards from prestigious organizations for their many business achievements. The firm recognizes that their clients and staff are the reasons for their success and tremendous growth. These awards are a tribute to their loyalty, energy, and collaboration. iPipeline operates 10 office locations across three continents, and also employs dozens of remote workers.
iPipeline has utilized its many years of collaborating with and getting advice from leading financial institutions, distributors, and carriers to better understand their clients’ needs. This know-how has enabled them to produce extensive software solutions for advisors and agents across the world. The vendor’s industry experts will learn about your business lines and channel distribution plans to recommend suitable products to support your processing, selling, and marketing requirements.
iPipeline’s applications speed up and streamline the selling and marketing of health, annuity, and life insurance products. The company’s illustrations, quoting, health class estimation, and CRM tools help to significantly improve the customer, advisor, and agent experience. In addition, their selling and marketing solutions offer considerable speed-to-market benefits.
iPipeline’s advanced programs are built with the advisor and agent in mind, and accelerate and simplify application completion, order entry execution, and management of the whole process. These products generate 100% in Good Order Submissions verified by ACORD, and when needed, include suitability reviews and customized workflows to assure state, SEC, and FINRA compliance.
iPipeline’s DocFast e-delivery product can help your agency to tap the enormous mass youth market in the life insurance sector. It enables you to automate the delivery of policies and backing documents, conduct two-way interactions and more so that millennials see your brand and operations as modern and advanced. DocFast enhances the customer experience, boosts placement ratios, reduces conventional mailing delays and costs, delivers policies faster, and enables them to go in force more swiftly.
iPipeline offers pricing information on request. Contact the company directly to get custom pricing details for your business.
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