End-to-end
solutions that
drive your
business forward

Your success depends on speed, efficiency, and trust. We got you.

Financial solutions can be complex – but they don’t have to be difficult. With a comprehensive platform for life insurance, annuities, wealth management, and pensions, we can help you drive results that are streamlined, automated, and accurate. So you can do your job – faster and easier – to bring financial peace of mind.
Stable
28+
Years in Business
Trusted
100+
Insurance
Carrier/Provider
Customers
Reliable
2,500+
Distribution
Partners
Connected
500,000+
Global Agents &
Advisors/Advisers
Sold
$88 Billion
in 2022
(global life insurance
premiums and annuities)

A partnership you can be proud of

Integrated solutions that are on point

Our industry-leading digitization puts your business first, so you can put your clients first. Innovative offerings empower your business to secure more financial futures, in preparation for life’s toughest moments. No matter what might be slowing you down, we’re here to help.

Life & Annuities

Offering you the most comprehensive digital and automated platforms – coupled with an extensive data library – to seamlessly integrate your processes for maximize efficiency, from quote to commission.

Wealth Management

Leverage the power of a one-stop solution for execution, and processing business across all channels to connect everyone in the wealth management industry.

Grow, strengthen, and expand your network.

We make it easy to connect and engage with professionals – like you – from across the life insurance, annuities, wealth management, and pension industries. We invite you to tap into the value of our technology through our regular and ongoing user group meetings – and during our annual Connections conference.

As your partner, we can’t wait to share the latest in groundbreaking technology, innovations, and industry trends with you – and help you drive your business forward. Don’t miss these key “Connections.”

View Events & Webinars

Annual Conference – Connections 2024

Meet Us in May
Your opportunity to learn, network, and grow with iPipeline

The heart of our business is in our talented team.
Come join us.

Frequently asked questions

Explore our frequently asked questions to gain insights into our seamless integration, data-driven approach, and commitment to securing the financial futures of the uninsured and under-insured. If you have any further questions, feel free to contact us – we’re here to guide you every step of the way.

Frequently Asked Questions iPipeline

How can iPipeline help streamline my business?

iPipeline is a leading global provider of integrated, end-to-end digital solutions for the life insurance and financial services industries, as well as for the pensions industry in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries. This enables you to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration, which empowers you and your agents and advisors/advisers to help the uninsured and under-insured secure their financial futures.


For more information on life insurance and annuities, click here.


For more information on wealth management, click here.

What kinds of solutions does iPipeline offer?

iPipeline offers a comprehensive end-to-end suite of cloud-based software solutions for the life insurance, financial services, and pensions industries. Our solutions include quotes and illustrations, e-application, new business and underwriting, e-delivery, e-signature, data and analytics, and more. Visit our Product Directory to learn more!

What is the Customer Portal, and why would it be beneficial to me?

Our Customer Portal is a comprehensive repository that provides unlimited access to product resources, including release notes, feature guides, and training videos. Check it out here!

How does iPipeline ensure the security of my company and my customers’ data?

At iPipeline, we take data security very seriously. We uphold a rigorous policy that combines physical data protection through monitoring, firewalls, and active security management along with measures facilitated by HR and our global security team. All employees undergo background checks, phishing training, and annual security training. Our security team engages in regular internal and external audits all designed to continually improve our security offering.


Bottom line: securing customer data is the primary element in our value proposition to our customers. We are fully committed to investing in the people, process, and technology to ensure the data you entrust to us is kept private and secure. For more information, please see our Privacy Notice.

How can I contact you for more information on your solutions?

We’d love to hear from you! Click here to get in touch with us.

Still have questions? Ask us here.