Insights

DocFast®, iPipeline®’s e-Delivery solution, allows you to transform the manual document delivery process into a secure, swift, and seamless online document delivery experience.

XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.

Adopting new technology can help propel your business into the future and give you an edge over your competition. We share some tips on how to select the right technology to make adoption sustainable and enable you to tap into ongoing growth.

Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.

We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model.

As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.

In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies.

Give yourself an edge over your competition and explore 5 ways to improve your placement ratio. Imagine what insights you could have with InsureSight.

The experience and impacts of inefficient NAO workflows are chronic — and treatable, with digital technology solutions that are designed to automate and streamline the NAO workflow.