Solutions for Banks

iPipeline's solutions for banks are designed to simplify and accelerate your business processes.

With just a few clicks of the mouse, you can rapidly open new accounts for review and approval, eliminate paper-based processing, research product information, provide preliminary pricing, complete a brief insurance application, and accelerate application submissions to satisfy your client's financial planning needs.


Products for Banks

  • iPipeline CRM does what the best customer relationship management solutions do—it helps banks manage relationships better, quicker and with the smallest learning curve in the industry. Separating the iPipeline CRM from the pack is its place as the first CRM—built in partnership with Microsoft—to be designed for insurance sales. You get the deepest integration with Outlook possible, Microsoft's underlying technology and all the industry specific functionality that only iPipeline can deliver. Spend less time managing data and more time selling—with a full-level of integration with the iPipeline's suite of products.

    View details for iPipeline CRM

  • Always be up-to-date with access to the most current insurance documents from over 120 individual insurance companies 24 x 7. FormsPipe provides the ability to rapidly access and distribute documents to support the marketing, selling and transaction process. FormsPipe supports Life, Annuity, LTC and DI lines of business.

    View details for FormsPipe

  • LifePipe, the most widely-used term quote engine in the industry, gives your agency and producers the power and flexibility they need to cut through labor-intensive processes and quickly research, quote and transact life insurance faster—now with the ability to auto-populate iGO e-Apps, intelligent fillable forms, with information from our Term Quote™ product.

    Other products for you include: Quote Now™, AnnuityPipe™, & LTC/DIPipe™

  • iGO®, an intelligent fillable form, enables financial professionals to improve efficiency and productivity by eliminating errors and producing 100% in good order new account openings and insurance application submissions. Hosted by iPipeline, iGO is accessible through a single sign-on via your Web site. When used with e-Signature and e-Submission, financial professionals are enabled for straight-through processing to speed policy issuance and increase placement ratio.

  • A comprehensive Web-based agency management system (AMS) providing the full range of tools necessary to streamline and grow your business. Improve the new business workflow in any bank—large or small. Agency Integrator helps your staff track and process cases more effectively and efficiently, keep in contact with carriers and vendors, communicate with your producers, and assist with licensing, appointments, and commission accounting functions.

    Other products for you include: Broker Gear™ & Agency Gear™

  • The interactive electronic policy delivery system you've been looking for is finally here. It's PolicyEX—an interactive experience for policy delivery. What makes PolicyEX unique? Instant up-sell and cross-sell potential built in as consumers review their policies and secure electronic delivery. See the delivery status on your cases, rapidly deliver policies, and get paid faster with PolicyEX.

    Other products for you include: PolicyEX