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You need a platform that encompasses the entire lifecycle of insurance and financial products – from marketing and selling to processing and servicing.
We’re here to make seamless straight-through-processing a reality for your business.
Your business is unique, but whether you sell through independent or captive agents, we have tools to meet your specific needs and streamline your operations. More than 150 carriers use our platform to eliminate unnecessary administrative tasks, reduce costs, and enhance operational efficiencies.
With iPipeline, you can increase your productivity and efficiency while also delivering an exceptional customer experience. We strive to help you thrive as you navigate the ever-changing digital landscape of the insurance and financial services industries.
Solutions built with you in mind
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Generate Instant Quotes & Illustrations
Leverage quotes, powerful illustrations, and field underwriting with our industry-leading technology.
Automate & Streamline Applications
Support a wide range of products and distribution channels – from order entry to financial forms – with the most widely-used e-App in North America.
Accelerate Case Management & Underwriting
Leverage the latest technology for decisioning, rules engine, and workflow automation to reduce the time to underwrite an application.
Delivery Policies, Contracts & Documents
Deliver digitized policies, documents, and other relevant communications with speed, transparency, and security.
Streamline Workflow for Agents & Advisors
Simplify, streamline, and automate annuities while providing full complaince and 100% in good order transactions.
Leverage Data Analytics
Power valuable insights into performance and sales through data rich and robust case analytics.
e-Sign Documents Securely
Electronically deliver fully-brandable and compliant documents quickly, safely, and securely.
A partnership you can be proud of
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