iPipeline is a leading global provider of cloud-based software solutions for the life insurance and financial services industries. iPipeline offers a comprehensive suite of digital tools designed to automate and streamline processes such as customer relationship management (CRM), insurance distribution, underwriting, policy administration, and more. Their solutions aim to enhance efficiency, reduce processing time, and minimize errors for carriers, brokerage general agencies (BGAs), and financial institutions.
Vendor
iPipeline
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- Agency Integrator
Streamline case management, commission reconciliation, and day-to-day operations with iPipeline's Agency Integrator solution.
- AFFIRM for Annuities
Dynamic compliance and order management system, the ultimate annuity platform for managing a broad range of annuity transactions.
- iPipeline Illustrations & WELiS
Cutting-edge, fully-integrated life insurance illustration software for versatile sales support and advanced analysis, online or disconnected.
- IFS Onboarding
iPipeline's IFS Onboarding streamlines client onboarding for Broker-Dealers and RIAs, automating account opening with key integrations.
- AlphaTrust e-Sign
AlphaTrust e-Sign is a flexible, fully-brandable, and compliant e-Signature product that automates document processes. Streamline paperwork and boost efficiency.
- XRAE
Revolutionary field underwriting solution supporting multi-carrier, multi-impairment health class, and range-based ratings.
- Resonant
iPipeline's Resonant automates underwriting with advanced decision-making, seamless integrations, and robust workflow customization.
- Laser App
Automate financial forms with Laser App by iPipeline. Access 33,000+ forms and 70 integrations for seamless data population and e-signatures.
- iGO
iGO is an intelligent, fillable, wizard-based solution that revolutionizes the insurance application process, ensuring 100% good order applications.
- IFS Transitions
iPipeline's IFS Transitions simplifies wealth management firm onboarding with a transparent, digital experience to attract and retain advisors.
- iSolve
iSolve is iPipeline's insurance illustration software, offering agents and distributors a one-stop solution for life insurance illustrations.
- LifePipe
LifePipe delivers accurate and quick life insurance quotes with speed, accuracy, and flexibility using iPipeline's cutting-edge software.
- OneView
OneView provides a unified, real-time view of carrier order statuses, enabling seamless monitoring, notification, and resolution of annuity orders.
- AFFIRM for Life
Wizard-based collaborative selling tool and processing solution designed to revolutionize life insurance transactions with enhanced efficiency and compliance.
- InsureSight
iPipeline's data analytics and AI tool revolutionizes life insurance and annuity operations with insights that power informed decisions.
- WebDirect
iPipeline's WebDirect expands distribution channels for carriers with a simple, cost-effective solution leveraging existing AFFIRM infrastructure.
- DocFast
DocFast simplifies document delivery with secure, swift, and seamless online experiences for carriers, distributors, BGAs, and financial institutions.