OneView™ is a breakthrough solution designed to empower agents with a unified and real-time view of their carrier’s order statuses, all in one convenient location. This comprehensive solution simplifies the management of pending annuity orders by providing a streamlined dashboard to track orders and make necessary changes quickly, drastically minimizing calls and emails with carrier support staff. OneView™ helps reduce uncertainties and guarantees transparency throughout the entire process. It offers real-time insights into annuity order processing times, enabling financial advisors to plan with confidence. The system sends notifications of new orders and uses standardized status labels across the industry for improved communication, covering aspects like License, Appointment and Training Review, Document Review, Suitability, and Funding. OneView™ improves the ability to efficiently prioritize and process annuity orders, reducing backlogs, delays, and anxiety. iPipeline’s OneView™ provides a comprehensive solution to track annuity orders at any point in the process and from any carrier, improving speed, efficiency, and transparency, backed by the security and stability of being a business unit of Roper Technologies, Inc.

Features:

• Real-Time Order Tracking Capabilities: Access real-time insights into annuity order processing times, eliminating uncertainties, and enabling financial advisors to plan with confidence
• Notification of New Orders: The system sends you a notification when an order is in the queue for the review process
• A Simplified and Centralized Dashboard: Monitor annuity applications across multiple carriers through a single, user-friendly, and innovative dashboard
• Standardized Carrier Workflow: Uses standardized status labels across the industry for improved communication – such as License, Appointment and Training Review, Document Review, Suitability, and Funding
• Monitor, Notify & Fix Annuity Orders: Enables financial advisors with the tools to monitor, notify, and fix annuity orders
• Seamless Carrier Information Access: Our user-friendly interface enables you to easily access carrier websites and address critical updates quickly and efficiently
• Improved Management to Prevent Backlogs: Improves the ability to efficiently prioritize and process annuity orders to improve backlogs, reducing delays and anxiety