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
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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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