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Market & Sell

It takes multiple touches and easy-to-use marketing and selling tools to build business momentum and fill the pipeline. Our focus is on improving agent and advisor velocity and improving the customer experience to ensure repeat business. When you see and hear iPipeline, think insurance accelerated. Watch the following video to better understand the value of our market and sell solutions.


Integrated marketing and selling tools enable agents and advisors to leverage valuable information to streamline and accelerate business activities.



AgentOne®

Salesforce.com with iPipeline’s Industry-leading Suite of Agent Tools

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CRM for Distributors

A Microsoft-Integrated CRM Built for Insurance

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Illustrations

Fully Integrated Solution for Generating Insurance Illustrations

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OmniDirect™

An Omnichannel Buying Experience for Consumers

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Predictive Underwriting Scorer

Predict the Likelihood a New Applicant Will be Accepted for Insurance

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Quoting

Quickly and Easily Deliver Accurate Insurance Quotes

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XRAE®

Field Underwriting Tool

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InsureSight™

iPipeline’s New Data Service offering, provides anonymous access to quoting, apply, and in-force data for analysis.

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