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Products

iPipeline’s vision is to dramatically improve how insurance is sold.

Our years of partnering with and being advised by leading carriers, distributors, and financial institutions have enabled us to better understand your evolving needs. This knowledge has influenced our product roadmap and resulted in the industry’s most extensive solutions offering for agents and advisors around the globe.

Doing business with iPipeline is easy. Based on the lines of business you support and your channel distribution strategy, iPipeline’s industry experts will recommend selected solutions to ensure every business requirement is met to support your marketing, selling and processing needs. Explore the section of the site to experience the industry’s most extensive solutions offering.


The North American insurance industry is positioned for strong growth.  iPipeline's solutions enable carriers, distributors, financial institutions and their agents and advisors to adapt to the emerging self-service, direct-to-consumer, and mobile marketplace.

All devices, anywhere, anytime: 
iPipeline's solutions at work.



Market & Sell

iPipeline’s industry leading products streamline and accelerate the marketing and selling of life insurance, annuity and health products. Whether you are using our CRM, health class estimation, quoting, or illustrations solutions, the agent, advisor and customer experience is significantly enhanced. Learn more about our products for marketing and selling which offer substantial speed-to-market advantages.

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Apply & Manage

Engineered with the agent and advisor in mind, iPipeline’s next-generation solutions simplify and speed the completion of applications, execution of order entries, and management of the entire process. The following products produce 100% in Good Order submissions certified by ACORD and, when required, include customized workflows and suitability reviews to ensure FINRA, SEC and state compliance.

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Deliver

Automating the delivery of policies and supporting documents is critical to accelerating the communications process, driving up placement ratios, and improving the consumer experience. iPipeline’s next-generation DocFast® e-Delivery solution supports everyone who needs to take part in the process and touches all the key stakeholders. Traditional mailing costs and delays are reduced, documents are delivered faster, and policies go inforce sooner.  

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