Agency Integrator, designed by iPipeline, streamlines case management and commission reconciliation to better manage day-to-day operations. It offers multiple management capabilities for life insurance and annuity agencies, providing holistic case management from pre-app through in-force. The system tracks agent details, demographics, licensing, and appointment information, all within a centralized database of agent contacts and application data. It receives carrier-pending case information directly from carrier feeds and tracks different types of commission payments, offering full commission management and reporting. Agency Integrator automates agent communications and case manager reminders, supports CRM abilities for effective agent relationship management, and connects to third-party industry-leading paramed, APS, and imaging applications. Complete agency reporting empowers informed business decisions with out-of-the-box and ad-hoc reporting. Agency Integrator provides stability, up-to-date technology, easy connection with distributor e-SSENTIALS for support, and an extended vendor network. It enhances efficiency, collaboration, and success in managing insurance cases, fully supporting operations, expediting information, and enabling smarter executive decisions with robust reporting. DataView, an agent portal, provides case status and direct case access to producers, decreasing case cycle time, improving financial oversight, and increasing customer satisfaction.

Features:

• Multiple Management Capabilities: Life insurance and annuity agency management
• Holistic Management: Manage cases holistically – from pre-app through in-force
• Tracking Capabilities: Track agent details, demographics, and licensing, as well as appointment information
• Centralized Database: Provides a centralized database of agent contacts and application data
• Carrier-Pending Case Information: Receive carrier-pending case information directly from carrier feeds
• Commission Payments Tracking: Ability to track different types of commission payments
• Commission Management & Reporting: Full commission management and reporting
• Communications & Reminders: Automates agent communications and case manager reminders
• CRM Support: Supports CRM abilities, allowing you to manage agent relationships effectively
• Third-Party App Support: Connects to third-party industry-leading paramed, APS, and imaging applications
• Complete Agency Reporting: Provides complete and detailed agency reporting, empowering you with valuable insights to make informed business decisions
• Agency Business Reports: Report on agency business with out-of-the-box and ad-hoc reporting