Collateral
-
Advanced Sales Module Overview
The iPipeline Illustration Suite is the ideal vehicle for selling advanced, high-end market concepts. The Advanced Sales Module steps your agents through the process with a simple, easy-to-use and interactive interface. Your agents will weave compelling presentations that resolve their clients' concerns and help them better manage their businesses, plan for the future, retain key employees and solve real business problems. You will conduct more business, more effectively and more professionally.
-
Keep track of what’s most important with Agency Integrator, a comprehensive Web-based Agency Management System (AMS). Improve new business workflow in any size organization.
-
Market, sell & process annuities FASTER. iPipeline’s suite of annuity tools gives your agency and producers the support needed to quickly and effectively research and transact annuities more accurately and efficiently!
-
Content Management, Distribution, & Integration, All at Your Finger Tips! Gain a unique marketing and selling advantage with iPipeline's Carrier Forms Manager (CFM) and our new API Web service.
-
Partner up today with the best platform available to aggregate and distribute your content.
-
Data Services - Carrier Brokerage
The untimely delivery of carrier information makes it difficult for distributors, vendors and partners to effectively communicate and conduct business. Distributing data in the absence of an automated solution is costly, labor-intensive, and inefficient.
-
Data Services - Carrier Captive
The untimely delivery of carrier information makes it difficult for distributors, vendors and partners to effectively communicate and conduct business. Distributing data in the absence of an automated solution is costly, labor-intensive, and inefficient.
-
Reach, influence and expand your sales channel at the point of sale! iPipeline now offers carriers the opportunity to deliver targeted billboard messages to 400,000 producers through its new carrier digital billboard--directly at the conversion event.
-
iPipeline leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets through its on-demand service. iPipeline's channel solutions for carriers, distributors, and producers automate activities for CRM, forms distribution and processing, quotes and illustrations, in Good Order applications, agency management, and policy delivery and related services, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed to make a sale by aggregating approximately 120 carriers, 1,200 distributors, and their financial professionals in a single, Web-based environment - the iPipeline Customer Network. Headquartered in Exton, Pennsylvania, iPipeline has offices in Atlanta, Charlotte, Milwaukee, and Salt Lake City.
-
Increase in good order submissions, reduce cycle time, and improve placement ratios!
-
iGO e-App e-Signature FAQ (Producers)
An e-Signature, also known as an electronic signature, is the equivalent of a manual ‘wet’ signature. The key legal requirement of an e-Signature is the fact that the client, authenticated through the login process, the unique e-mail and embedded link, shows the intent to sign the application. The process has been designed with that goal in mind, and your client and you can be confident that the e-Signatures created with this process are as good as a real signature.
-
iGO e-App is an intelligent fillable form with carrier specific rules embedded. It enables you to electronically complete and process 100% in Good Order applications. It also improves your productivity so you can sell more insurance.
-
The industry’s leading electronic application tool makes digitally completing, signing and submitting business a whole lot easier. Users can speed approvals and achieve straight-through-processing with iGO, a rules-based, intelligent fillable form. Annuity sales no longer need to be stuck in a world where filling out forms long hand is still considered the norm.
-
iGO E-App GO/No-GO FAQ (Distributors)
GO/NO-GO allows distributors to maintain the same level of control over life insurance applications in an electronic world that they have today in a paper world.
-
From NiGO to iGO...with iGO e-App, e-Sign and e-Submit
-
iGO e-App Overview (Distributors)
Your agents write more premium & reduce cycle time. . . EVERYONE GETS PAID FASTER!
-
iGO e-App Overview (Producers)
iGO e-App, an intelligent fillable form, enables agents to improve efficiency and productivity by eliminating errors and producing 100% in Good Order submissions. The bottomline: you eliminate 10-14 days from the process, write more premium, and get paid faster.
-
Illustrations Integrator Overview
Leverage the benefits of iPipeline without replacing your current illustrations system.
-
A Web-based or disconnected solution for forward-projecting Hypotheticals and In-force Illustration is the cornerstone of the iPipeline Illustration Suite. The Illustration Module supports your entire product line including Life Insurance, Annuities, Disability Income and Long Term Care.
-
iPipeline CRM for Financial Services Brochure
Customer Relationship Management (CRM) purpose-built for Financial Services
-
iPipeline CRM for Financial Services Overview
CRM Built for the Way Financial Professionals Work and Speak
-
iPipeline CRM for Financial Services White Paper
How iPipeline CRM for Financial Services Overcomes New Challenges in Wealth Management
-
iPipeline CRM for Insurance Brochure
Customer Relationship Management (CRM) purpose-built for the Insurance Industry
-
iPipeline CRM for Insurance Overview
20% of your producers drive 80% of your production. Do you know who they are? With iPipeline CRM, you soon will—plus a whole lot more.
-
iPipeline Illustrations Overview
iPipeline's Illustration Suite is a comprehensive, cost-effective and rapidly deployed solution that delivers ease of use, selling power and direct distribution reach. The Illustration Suite is comprised of three main modules, each of which can be licensed separately or as the integrated suite, to help insurance companies, distributors and agents to market better, sell more and process faster.
-
iPipeline's suite of Life Insurance tools gives your agency and producers the support needed to quickly and effectively research, quote and transact Life Insurance more accurately and efficiently!
-
Needs Analysis Module Overview
iPipeline's Needs Analysis Component is a needs-based financial modeling tool designed to help you more easily establish client goals, shorten sales cycles and improve closing ratios. Our powerful software gives your clients a clear understanding of their financial situation by presenting complex information in easy-to-understand charts and graphs.
-
PolicyEX Overview (Carrier/Distributors)
PolicyEX cuts weeks off of distribution time by allowing wholesalers, agents and consumers to quickly review, accept, e-sign and e-pay the policy online.
-
PolicyEX delivers a policy in minutes, not weeks by allowing agents to review policies online. Customers can then accept, e-sign and e-pay.
-
Increase consumer satisfaction, & cut operational costs for policyholder services. Carriers receive 100,000 to 1,000,000 calls from clients every year to modify policies. The cost to the insurance industry from this manual, error-prone process is staggering.
-
Increase Consumer Satisfaction & Reduce Costs for Policyholder Services
-
The WebPipe Content Management Solution (CMS) is designed to give you the tools to edit your Web site through an intuitive browser interface.
© Copyright 2012 Internet Pipeline, Inc. All Rights Reserved
