Meghan Kolp, Author at iPipeline

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Life & Annuities
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- Carriers
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  - Generate Instant Quotes & Illustrations
    - Illustrations | iPipeline Illustrations & WELiS®
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    - e-App | iGO®
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    - Underwriting & Case Management | Resonant®
    - Field Underwriting | XRAE®
  - Deliver Policies, Contracts & Documents
    - e-Delivery | DocFast®
  - Streamline Workflow for Agents & Advisors
    - Order Entry | AFFIRM® for Annuities
  - Leverage Data Analytics
    - Case Analytics | InsureSight®
  - e-Sign Documents Securely
    - e-Signature | AlphaTrust® e-Sign
- MGAs & National Accounts
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  - Streamline Workflow for Agents & Advisors
  - Leverage Data Analytics
    - Case Analytics | InsureSight®
  - e-Sign Documents Securely
    - e-Signature | AlphaTrust® e-Sign
- Financial Institutions
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  - Streamline Order Entry
    - Order Entry | AFFIRM® for Annuities
    - Order Entry | AFFIRM® for Life
  - Deliver Policies, Contracts & Documents
    - e-Delivery | DocFast®
  - Optimize Workflow for Financial Institutions
    - Order Entry | AFFIRM® for Annuities
    - Order Entry | AFFIRM® for Life
  - Leverage Data Analytics
    - Case Analytics | InsureSight®
  - e-Sign Documents Securely
    - e-Signature | AlphaTrust® e-Sign
Wealth Management
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- Fund Companies
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  - Financial Forms | Laser App
  - e-Signature | AlphaTrust® e-Sign
- Mutual Fund Dealers
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  - Dealer Management | WealthServ® Investments
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Financial Institutions

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Generate Instant Quotes & Illustrations

Illustrations | iPipeline Illustrations & Welis
Quotes | LifePipe
Quotes | iSolve

Automate & Streamline Applications

e-App | iGO
Order Entry | AFFIRM for Annuities

Accelerate Case Management & Underwriting

Underwriting & Case Management | Resonant
Field Underwriting | XRAE

Deliver Policies, Contracts & Documents

e-Delivery | DocFast

Streamline Workflow for Agents & Advisors

Order Entry | AFFIRM for Annuities

Leverage Data Analytics

Case Analytics | InsureSight

e-Sign Documents Securely

e-Signature | AlphaTrust e-Sign

Generate Instant Quotes & Illustrations

Quoting | LifePipe
Quotes | iSolve

Accelerate Case Management & Underwriting

Field Underwriting | XRAE

Automate & Streamline Applications

e-App | iGO

Streamline Workflow for Agents & Advisors

Agency Relationship Management | Agency Integrator

Deliver Policies, Contracts & Documents

e-Delivery | DocFast

Leverage Data Analytics

Case Analytics | InsureSight

Streamline Order Entry

Order Entry | AFFIRM for Annuities
Order Entry | AFFIRM for Life

Deliver Policies, Contracts & Documents

e-Delivery | DocFast

Optimize Workflow for Financial Institutions

Order Entry | AFFIRM for Annuities
Order Entry | AFFIRM for Life
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions

Leverage Data Analytics

Case Analytics | InsureSight

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Brokerage (Securities)

Onboarding | IFS Onboarding
Transitions | IFS Transitions

Advisory (Securities)

Onboarding | IFS Onboarding
Transitions | IFS Transitions

Direct to Fund Companies (Securities)

Financial Forms | Laser App
e-Signature | AlphaTrust e-Sign

Annuities (Insurance)

Order Entry & Suitability | AFFIRM for Annuities
e-Delivery | DocFast

Life (Insurance)

Order Entry | iGO
Suitability | AFFIRM for Life
Agency Relationship Management | Agency Integrator

Financial Forms | Laser App

Financial Forms | Laser App
e-Signature | AlphaTrust e-Sign

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Canada - EN

SOLUTIONS
- Life & Annuities
  Click for more information
  - Carriers
    Click for more information
    - Generate Instant Quotes & Illustrations
      
      Illustrations | iPipeline Illustrations & WELiS®
    - Automate & Streamline Applications
      
      e-App | iGO®
    - Accelerate Case Management & Underwriting
      
      Underwriting & Case Management | Resonant®
      Field Underwriting | XRAE®
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Streamline Workflow for Agents & Advisors
      
      Order Entry | AFFIRM® for Annuities
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
    - e-Sign Documents Securely
      
      e-Signature | AlphaTrust® e-Sign
  - MGAs & National Accounts
    Click for more information
    - Streamline Workflow for Agents & Advisors
      
      Agency Management | WealthServ® Investments
      Agency Management | WealthServ® Insurance
      Customer Relationship Management | Advisor™
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
    - e-Sign Documents Securely
      
      e-Signature | AlphaTrust® e-Sign
  - Financial Institutions
    Click for more information
    - Streamline Order Entry
      
      Order Entry | AFFIRM® for Annuities
      Order Entry | AFFIRM® for Life
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Optimize Workflow for Financial Institutions
      
      Order Entry | AFFIRM® for Annuities
      Order Entry | AFFIRM® for Life
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
    - e-Sign Documents Securely
      
      e-Signature | AlphaTrust® e-Sign
- Wealth Management
  Click for more information
  - Fund Companies
    Click for more information
    - Financial Forms | Laser App
    - e-Signature | AlphaTrust® e-Sign
  - Mutual Fund Dealers
    Click for more information
    - Dealer Management | WealthServ® Investments
- Product Directory
  Click for more information

Resources
About Us
Current Customers

Author: Meghan Kolp

USA
United Kingdom
CANADA - EN
Canada - FR

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