7 Powerful Reasons Why e-Delivery is Critical in Annuity Sales
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.
5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales
XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
Harnessing Change to Accelerate and Automate Underwriting
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.
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
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.
Case Studies
How DocFast® Helped Levinson & Associates Digitize and Accelerate Document Delivery
Through its partnership with iPipeline, Levinson & Associates streamlined and optimized document delivery and approval, providing more time for agents and administrative staff to focus on serving their customers and growing their business.
How to Make Your Business More Customer Centric with e-Delivery
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.
3 Ways to Simplify the Annuities Experience
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.
5 Ways to Improve Your Placement Ratio
In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies.
Can you predict how much premium you’ll bring in this year?
Give yourself an edge over your competition and explore 5 ways to improve your placement ratio. Imagine what insights you could have with InsureSight.
5 Reasons to Switch to an Automated & Streamlined Digital NAO Solution This Year
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.