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.

Financial Services organizations, including Banks, Broker-Dealers, Wealth Management Firms, and Wirehouses, can access information on iPipeline CRM for Financial Services by clicking here.

  • CRM

    Customer relationship management tools created just for the insurance and financial services industries.

  • 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 e-App

    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.

  • 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 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 and financial services industries.

  • 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 e-App

    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.