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Agents & Advisors

Through carriers, distributors, and financial institutions, iPipeline offers agents and advisors access to the industry’s most comprehensive and powerful platform. We help you eliminate errors, improve the consumer experience, and ultimately get paid faster.

Agent and Advisor Products

No other platform offers you comprehensive, field-proven solutions to streamline and accelerate the marketing, selling and processing of life, annuity and health products.  Explore how iPipeline's technology is dramatically improving the agent, advisor and consumer experience.

  • Market & Sell
  • Apply & Manage
  • Deliver & e-Sign
  • AgentOne®

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

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  • Illustrations

    Fully Integrated Solution for Generating Insurance Illustrations

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  • Quoting

    Quickly and Easily Deliver Accurate Insurance Quotes

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  • AFFIRM for Annuities

    Streamlined Order Entry for Annuity Sales

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  • AFFIRM for Life

    A Wizard-based Collaborative Selling Tool

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  • Forms

    Aggregate, Distribute and Access Product Information

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  • iGO®

    An Intelligent Fillable Form and Data Gathering Solution

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  • iGO® Account Opening

    The Fastest Way to Open Accounts

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  • Laser App Fusion

    Financial Forms Made Easy for Your Website

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  • PolicyHS®

    An Electronic Customer Experience for Service Forms

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  • DocFast®

    Fast and Secure e-Delivery for Your Policies and Documents

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