Solutions for Carriers-Captive
iPipeline offers you the leading end-to-end, integrated solution to simplify and accelerate the marketing, selling and processing of insurance business. Proven effective by more than 400,000 producers, our products enable carriers to eliminate NiGOs, achieve new operational efficiencies and reduce costs by offering your captive agents the best technology available today.
Whether you purchase our complete carrier suite or select modules, iPipeline's products are designed to plug and play with your existing infrastructure and deliver exceptional business value across your enterprise.
Products for Carriers-Captive
Spend less time managing data and more time selling by fully integrating leading CRM applications with iPipeline’s Velocity Platform of solutions to support all your sales, marketing and analytical needs.
We offer iPipeline CRM (Microsoft Dynamics with our insurance layer) as well as 3rd party integrations with Saleforce.com, Intelliflo, IRIS and other leading CRM providers to support your preferences and leverage your existing investments.Whether pre-filling quotes, illustrations, or iGO, iPipeline makes collecting and using critical data easier by automating and simplifying the process.
View details for iPipeline CRM
Streamline your forms management with Content Manager. This product provides carriers with a customized and centralized PDF forms repository for Web-based access by producers and or consumers. These forms are available for all lines of business, easily accessible via your Web site, and can readily be printed on demand. iPipeline works with you to set up your forms by market segment and state. You have the ability to modify and update forms with an easy to use tool via our platform.
A fully compliant Web-based and disconnected solution for forward-projecting Hypotheticals and In-force Illustration are the cornerstones of Illustrations. It supports your entire product line, including Life Insurance, Annuities, Disability Income and Long Term Care. A wealth of features is included, adding to your ease-of-use and maximizing your sales effectiveness.
iGO®, an intelligent fillable form, enables captive producers to improve efficiency and productivity by eliminating errors and producing 100% in good order submissions. Hosted by iPipeline, iGO is accessible through a single sign-on via your Web site. When used with e-Signature and e-Submission, producers are enabled for straight-through processing to speed policy issuance and increase placement ratio.
Data Rail acts as a centralized hub, receiving feed files from third-party vendors and partners. The information is processed and logically divided by data ownership to create new standardized feed files. These files are distributed downstream securely via FTP or Web services to your producers, AMS and IT systems and additional interested parties.
With Data Rail, carriers eliminate overhead costs incurred by the need to distribute and support data across a wide spectrum of producers, vendors and partners. New efficiencies are achieved by transmitting the data through a standardized process and allowing Data Rail to take care of the distribution.
Other products for you include: Data View™
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.
View details for: PolicyEX
Reduce cycle time. Increase consumer satisfaction. Cut operational costs for policyholder services. Carriers receive between 100,000 and 1 million calls from clients every year to modify policies. Sixty percent of the calls are directly from clients, and the remaining 40 percent result from clients contacting producers, who then call the centers. The cost for this manual, error-prone process is staggering. PolicyHS eliminates NiGOs, accelerates call center responsiveness to requests, and increases consumer satisfaction by simplifying and automating the process. It allows for 100 percent accuracy, while providing the means for straight-through processing.
View details for: PolicyHS
- Adminovate Integrates Multiple iPipeline Products to Solve Industry Challenges
- American Equity Selects iPipeline’s Content Partner Solution to Support 23,000 Agents
- American National Selects iPipeline to Modernize Marketing, Selling and Processing Experience
- Assurity Life Insurance Company – Case Study
- Equity Brokerage – Laurie Prevette
- Equity Brokerage – Vivian
- Genworth Financial – Case Study
- Hunt Financial Group – Ashley and Ashley
- Hunt Financial Group – Herb
- Hunt Financial Group – Ray Hunt
- OneAmerica Selects iPipeline’s PolicyHS Solution for Customer Self-Servicing
- Southern Farm Bureau - Rick McKissack
- Streamline Financial Services - Toby Meisenheimer
- Tower Financial – Anthony Mento
- UMS – MaryAnn Lacey-Grey
iPipeline is revolutionizing how the insurance industry markets, sells and processes insurance. Make arrangements today to explore iPipeline's vision for straight-through processing and 8 product lines.