Products

iPipeline offers two suites and 8 product lines for the Insurance and Financial Services Industry. Our more than 30 products enable carriers, distributors and financial professionals to simplify and accelerate marketing, selling and processing activities.

  • CRM

    Customer relationship management tools created just for the insurance industry.

  • Forms

    iPipeline does away with the headaches, centralizes your materials, and streamlines the process of managing it all.

  • Quotes & Illustrations

    With a 94% Novarica ACE Ranking in Customer Satisfaction, iPipeline has emerged as a top provider of illustrations solutions.

  • iGO

    Ensure that applications, tickets, and forms are easily and rapidly completed and always 100% in Good Order to speed processing and drive placement ratio lift.

  • Data Services

    Data Services helps pass along critical pre- and post-sale information to agents allowing them to be more proactive in selling and servicing your products.

  • e-Policy

    No printing. No mailing. No waiting. Support anyone who needs to take part in the process with a policy delivery system that touches all the key stakeholders.

  • Policy Holder Services

    The paper problems you have after policy issue are the same ones you had before policy issue. Improve your processes by removing more paper from post-issuance processes.

  • CRM

    Customer relationship management tools created just for the insurance industry.

  • Forms

    iPipeline does away with the headaches, centralizes your materials, and streamlines the process of managing it all.

  • Quotes & Illustrations

    With a 94% Novarica ACE Ranking in Customer Satisfaction, iPipeline has emerged as a top provider of illustrations solutions.

  • iGO

    Ensure that applications, tickets, and forms are easily and rapidly completed and always 100% in Good Order to speed processing and drive placement ratio lift.

  • Data Services

    Make receiving, processing, mapping, redistributing and displaying data for the Life, Annuity, LTC, DI, Health and Life Settlements industries easier.

  • Agency Management

    Everything required to quickly and effectively distribute, research, quote and transact can be found here.

  • e-Policy

    No printing. No mailing. No waiting. Support anyone who needs to take part in the process with a policy delivery system that touches all the key stakeholders.