Our Story
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions, savings and investments markets in the UK.
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Our Vision
Our Mission
You know the challenges of unlocking a financial future. We make it faster, more accurate and easier.
Our evolution to become digital and data-driven
So we built upon our foundation – transforming it into a fully automated application process. Even faster, even more efficient, and much simpler.
We offer one of the most expansive digital and automated platforms. We couple that with one of the industry’s largest data libraries. Which helps you accelerate, automate, and simplify various applications, processes, and workflows. And we do this – from quote to commission – with seamless integration.
All so you can guide your clients on a journey that will give them a financial peace of mind.
We’re grateful for these accolades
iPipeline has been honored by a wealth of prestigious organizations, and we owe it all to our customers and employees. They are the engine that drives our exceptional prosperity and achievement.
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A history of growth & innovation
- Launched OneView™, a breakthrough solution that seamlessly tracks the progress and status of annuity orders–in real time
- Established dedicated Customer Success Department focused on increasing customer loyalty and long-term satisfaction
- Established iPipeline Evolve™ Platform, our platform for all lines of business: Life Insurance, Annuities, and Wealth Management
- Launched iSolve®, significantly accelerating the quoting and illustrations process
- Acquired WELiS for expanded illustrations system
- Acquired IFS for new wealth management offerings
- Acquired Bluesun for expanded presence in Canada
- Acquired by Roper Technologies for long term stability and platform investment
- Acquired AlphaTrust® for e-Signature to help meet the digital expectations of our customers
- Launched InsureSight®, our cloud-based data and analytics solution
- Acquired TCP LifeSystems, adding a Policy Administration solution for our UK market
- Acquired Resonant®, adding a New Business & Underwriting solution to our platform
- Acquired Laser App to expand into Wealth Management
- Launched the best-in-class product research & quote portal, SolutionBuilder®, in the UK
- Acquired Aplifi for AFFIRM® annuity customer base
- Acquired XRAE®, the industry leading automated underwriting solution developed by Rolling Solutions, Inc.
- 1 Millionth e-App submitted on iGO®
- Acquired Assureweb for electronic quote and application services for the UK life and pensions market and established presence in the UK
- Launched DocFast® for electronic application delivery
- Acquired Galeforce Solutions and established CRM team and Canada base
- Agency Integrator integration accelerates adoption of iGO
- Acquired COSS Development Corporation for iGO® e-App and Illustrations
- Acquired AgencyWorks to integrate iGO into a widely used Agency Management System, Agency Integrator
- iPipeline established
- Established dedicated Customer Success Department focused on increasing customer loyalty and long-term satisfaction
- Established dedicated Customer Success Department focused on increasing customer loyalty and long-term satisfaction
- Established iPipeline Evolve™ Platform, our platform for all lines of business: Life Insurance, Annuities, and Wealth Management
- Launched iSolve®, significantly accelerating the quoting and illustrations process
- Acquired WELiS for expanded illustrations system
- Acquired IFS for new wealth management offerings
- Acquired Bluesun for expanded presence in Canada
- Acquired by Roper Technologies for long term stability and platform investment
- Acquired AlphaTrust® for e-Signature to help meet the digital expectations of our customers
- Launched InsureSight®, our cloud-based data and analytics solution
- Acquired TCP LifeSystems, adding a Policy Administration solution for our UK market
- Acquired Resonant®, adding a New Business & Underwriting solution to our platform
- Acquired Laser App to expand into Wealth Management
- Launched the best-in-class product research & quote portal, SolutionBuilder®, in the UK
- Acquired Aplifi for AFFIRM® annuity customer base
- Acquired XRAE®, the industry leading automated underwriting solution developed by Rolling Solutions, Inc.
- 1 Millionth e-App submitted on iGO®
- Acquired Assureweb for electronic quote and application services for the UK life and pensions market and established presence in the UK
- Launched DocFast® for electronic application delivery
- Acquired Galeforce Solutions and established CRM team and Canada base
- Agency Integrator integration accelerates adoption of iGO
- Acquired COSS Development Corporation for iGO® e-App and Illustrations
- Acquired AgencyWorks to integrate iGO into a widely used Agency Management System, Agency Integrator
- iPipeline established
As a global industry leader, we continue to drive innovation – so you can make a difference
As a leader in providing comprehensive and integrated digital solutions in financial services, we’ve been doing this longer a long time.
We get it.
We’re backed by the stability of being a proud business unit of Roper Technologies, Inc. (Nasdaq: ROP), a member of the S&P 500® and a Fortune 1000® corporation.
And, we do business where you do – with offices in the US, Canada, and the UK.
At iPipeline, it’s our goal to provide you with innovative solutions that will help you make a difference for your clients.
Together, we can transform the way business is done — in the life insurance, annuities, and wealth management industries in the US and Canada, as well as the pension market in the UK – to create a better financial future for all.