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Generate Instant Quotes & Illustrations
Illustrations | iPipeline Illustrations & WELiS®
Automate & Streamline Applications
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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
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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
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
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Tag: customer relationships
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Category:
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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.
By
iPipeline
June 15, 2023
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