Author: iPipeline

Press Releases
iPipeline and Vertafore Partner to Simplify Life Insurance Distribution for Carriers and Independent Agents
New integration between iGO e-App and Sircon for Carriers powers in good order applications and producer compliance for life insurance in real time DENVER and EXTON, PA – June 21, 2023 – Vertafore® and iPipeline®, leading providers of software solutions for the insurance industry, today announced a strategic alliance to make the sales process for
Press Releases
iPipeline® Creates Dedicated Team to Enhance the Customer Experience and Help Customers Achieve Their Business Goals
Fortune 500 Veteran Leonid Davelman Joins Leading Fintech Company as VP of Customer Success to Lead Key Initiative EXTON, PA—June 15, 2023—As part of its ongoing commitment to strategically transform the life insurance and financial services industries through its innovative technology solutions, iPipeline® announces the establishment of a dedicated customer success initiative. Leading this firm-wide
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
As a financial services professional, clients come to you looking for a professional experience. They expect you to be organized and precise - especially if you are handling their financial futures. But do you have the tools you need to give your clients the experience they want? Filling out financial forms is an essential part
Press Releases
iPipeline® Continues Its Commitment to Strategic Growth by Adding Three Key Industry Leaders
Company Adds George McDonnell as General Counsel, Diane Rowell as Chief People Officer, and Aaron Guidotti as VP of R&D EXTON, PA—May 9, 2023—iPipeline® announces that it recently added three experienced professionals to its leadership team. These appointments are part of the company’s ongoing commitment to creating a fulfilling, inclusive, and productive environment for its
Press Releases
Advisor Group Selects iPipeline® Order Entry Technology to Streamline Annuities for Financial Professionals
iPipeline Ecosystem’s Solutions Create Operational and Supervisory Efficiencies to Simplify the Processof Helping Clients Benefit from Annuities EXTON, PA—March 9, 2023—iPipeline® announces that Advisor Group, the nation’s largest network of independent wealth management firms, has chosen to harness iPipeline’s AFFIRM® for Annuities order entry system to optimize annuity transactions for financial professionals. The Advisor Group
Press Releases
iPipeline® Welcomes Life Insurance and Annuities Industry Pros to Connections 2023—Scheduled for March 12-14 at the ARIA
iPipeline’s Premier Annual Event, Spanning Nearly 25 Years, Will Offer Insights from Industry Visionaries, and Focus on Growing Business and Exceeding Customer Expectations EXTON, PA—March 1, 2023—iPipeline® proudly welcomes insurance and financial services professionals to its Connections 2023 conference, where attendees can learn how to stay ahead of industry trends from respected leaders in their
3 Ways to Simplify the Annuities Experience
Earlier this year, annuity sales hit the highest quarterly sales mark -- ever -- with an increase of 22 percent to more than $77 billion. That’s nearly $9 billion more than the previous record set during 2008’s Great Recession.* So, if sales of annuities are through the roof, why are they still so complex to
Press Releases
Legal & General America Harnesses iPipeline® Solutions to Optimize Distribution and Insure More Families
LGA Forges Strategic Partnership with iPipeline to Transform its Business Through Access to Real-Time, Data-Driven Insights and Benchmarks EXTON, PA & FREDERICK, MD—October 24, 2022—iPipeline® and Legal & General America (LGA) have embarked on a data integration initiative which will help the life insurance provider strengthen distribution wallet share, product underwriting, decisioning, and pricing capabilities
The Unveiling of Laser App's New User Experience with Robert Powell
Intelligent Financial Forms | Forms Aggregator | CRM Integration Presenter: Robert Powell, Vice President of Wealth Management Sales Get a firsthand look at Laser App's completely revamped user experience, featuring new iPipeline technology and simplifying how to centralize and process business.
Press Releases
iPipeline® Partners with iCover, Harnessing AI Underwriting to Optimize the Insurance Buying Experience
iCover’s Algorithmic Underwriting Enables Fast and Accurate Risk Assessment at the Point of Sale, and Significantly Higher Rates of Instant Decisions EXTON, PA—September 15, 2022—iPipeline® announced that it has entered into a strategic partnership with iCover, an InsurTech provider of algorithmic underwriting for streamlining the assessment, pricing, and delivery of life insurance. This strategic alliance
1 2 3 4