Author: iPipeline

BetterLife Selects iPipeline® to Digitally Transform Its Business & Better Serve Future Generations

125-Year-Old Fraternal Benefit Society Plans to Employ the iPipeline Ecosystem to Improve Agent & Member Experiences—and Set a Foundation for Scalable Growth

EXTON, PA and MADISON, WI—April 25, 2022— iPipeline® announces that BetterLife, a life insurance company which has been serving individuals, families, and communities for more than a century, will harness the iPipeline technology ecosystem to digitize its business operations to meet its aggressive growth goals.

Madison, WI-based BetterLife was created in January 2021 following the merger of two member-owned fraternal benefit societies with a combined 200+ years of providing affordable life insurance to American families. The company’s insurance product suite encompasses term life, universal life, whole life, final expense, and annuities.

BetterLife, licensed in 17 states, aims to increase its life insurance business in the next three to five years. The life insurance company has subscribed to iPipeline’s end-to-end new business ecosystem for both agent-led and consumer-led transactions, which will help families not only acquire the right coverage but also do so more quickly and easily.

“To survive in today’s marketplace, life insurance companies must embrace digitization and better position themselves to help those who want to protect their financial futures going forward,” said Bill Hunter, Senior Vice President of Sales at iPipeline. “We’re excited to extend our market-leading technology to the fraternal channel at a price point that is affordable and provides members with an improved process. With our end-to-end technology ecosystem and distribution network, BetterLife will be able to simplify its new business process and workflows across the organization, while providing an efficient and effortless digital experience that will help them open doors and grow efficiently.”

The iPipeline team put together a fully configurable technology package for BetterLife streamlining the new business workflow, using the proven best practices screen, forms, and processing. The pre-configured solution comes with workflows optimized for the agent and distribution partners. All this leads to a cost-effective, fast, and efficient implementation. To learn more about how iPipeline’s solutions work together to digitize and optimize life insurance and annuity business processes from start to finish, please visit https://www.ipipeline.com/customers/lifeannuities/.

“Today’s members and agents want a quick, easy, and customer-friendly process, just like they experience everywhere else in their lives. To do this, we need to embark on a strategic digital transformation, which will digitize our processes, making them much faster, easier to use, and error- proof,” said Dan Shinnick, CEO and Board Chair of BetterLife. “Following an extensive selection process, we chose iPipeline to be our partner in our digital transformation journey. iPipeline is recognized as an industry leader, and offered us the important ability to work with one vendor for the entire process—from quoting and illustrations to e-App, direct-to-consumer, automated underwriting, e-Delivery, and e-Signature.”

Customers who purchase life insurance and other forms of financial protection from fraternal benefit societies, like BetterLife, become members with ownership stakes and governance rights in these organizations. Profits not required for operations, claim payments, and reserve maintenance are given back to their communities through volunteer work and philanthropic donations, or put toward member-exclusive benefits. Fraternal benefit societies are tax-exempt under Chapter 501(c)(8) of the Internal Revenue Code.

About iPipeline

iPipeline is building the end-to-end digitized ecosystem for the life insurance and wealth management industries, which will enable millions of uninsured or under-insured Americans to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows—from quote to commission—and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. 

The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500®, Fortune 500®, and the Russell 1000® indices. For more information, please visit https://www.ipipeline.com/.

About BetterLife

Founded in 1897, BetterLife is a different kind of life insurance company. BetterLife is member-owned and offers reliable protection, friendly service, and knowledgeable guidance, all with you and your loved ones in mind. We are passionate about making a difference in our communities. Our mission is to help our members protect their families’ financial futures, build better lives, and better their communities. For more information, please visit https://www.betterlifeins.com/.

Media Contact
Laura Simpson
JConnelly for iPipeline
973-713-8834
ipipelinepr@jconnelly.com

Dan Shinnick
CEO & Board Chair, BetterLife
608-824-6086
dshinnick@betterlifeins.com

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iPipeline Named One of the Country’s Top Workplaces in Energage’s National Employee Survey Program

Firm Honored Among Top Workplaces 2022 Award Recipients Based on Employee Feedback About the iPipeline Culture

EXTON, PA – February 1, 2022 – iPipeline® announced today that it has been recognized by Energage as one of the Top Workplaces in the country for 2022. The firm was selected according to the responses of its employees to questions in the Energage Workplace Survey focusing on company culture.

“These achievements reflect iPipeline’s commitment to providing a work environment where people can grow and succeed, while making a significant impact on people’s financial security,” said Larry Berran, CEO of iPipeline. “We are dedicated to creating an exceptional learning environment, fostering collaboration and diversity of perspective, and empowering Pipers to make an impact beyond their day-to-day roles. We are thankful for each one of our employees and their contributions, which is what truly makes iPipeline a top workplace.”

In Energage Workplace Survey responses, iPipeline employees, nicknamed “Pipers,” noted they feel they are genuinely appreciated, and that the company’s senior managers encourage different points of view and teamwork. iPipeline employees’ survey responses also indicate they feel well-informed about company business and operations, and strongly believe in iPipeline’s direction.

iPipeline considers its employees to be part of an extended family of professionals, enabling the company to deliver the innovative technology and tools that allow more Americans to achieve financial protection through life insurance and annuities. To learn more about the iPipeline culture, and career opportunities, please visit https://www.ipipeline.com/culture/ or https://www.ipipeline.com/careers/.

Participants in the Top Workplaces national and regional awards programs must achieve a 35% response rate to the Energage Workplace Survey from their employees. The survey asks participating company employees to anonymously respond to 24 base statements about key areas of corporate culture, such as values, cooperation, employee appreciation, as well as encouragement, support, and coaching from managers. In addition, the survey measures confidence in company leaders; employee productivity, retention, and recruitment; and company pay, benefits, training, and expectations. Energage utilizes data from 23 million employee surveys from across 70,000 organizations, which it has collected over more than 15 years, to analyze and compare the responses from participating companies, and identify which ones offer top workplaces for employees.

iPipeline and this year’s other Top Workplaces honorees were highlighted by Energage on its virtual 2022 Top Workplaces USA national award celebration today. For more information about the Top Workplaces awards program and methodology, please visit https://topworkplaces.com/about/.

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

Media Contact:
Dana Taormina
JConnelly for iPipeline
973-647-4626
iPipelinePR@jconnelly.com

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Looking Ahead with Bill Atlee & Dan LaBert

Artificial Intelligence | Automated Underwriting | Next Gen e-App

Presenters: Bill Atlee, Founder & Chief Innovation Officer, iPipeline & Dan LaBert, CEO, NAILBA

NAILBA CEO Dan LaBert sits down with Bill Atlee, Chief Innovation Officer for iPipeline, to discuss iPipeline’s initiatives moving into the new year.

BGAs: Jump-Start Your Lead Gen in the New Year

Consumer Quoting | Lead Management | Downline Transparency

Presenters: Bill Atlee, Founder & Chief Innovation Officer, iPipeline & Peri Lane, Owner & Founder, Apis Productions

How are you generating new leads and attracting new clients? Are you activating your website to capture visitor exploration and catapulting that into sales opportunities?

Watch two industry veterans – Bill Atlee, iPipeline’s Founder and Chief Innovation Officer, and Peri Lane, Owner & Founder of Apis Productions, as they dive into a consumer-based quote engine approach that leverages website activity to generate and capture new leads.

iPipeline Partners with Life Happens to Help Protect More Families

iPipeline and its Executives Award $35,000 in College Scholarships to Students Who Lost a Parent Without Life Insurance

Exton, PA (November 2nd, 2021) – iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced participation with Life Happens in its Life Lessons Scholarship Program for students ranging from 17-24 years of age. Life Happens is a non-profit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products.

As part of the annual program, financial aid is given to students who have lost a parent without life insurance. The scholarships are part of September’s Life Insurance Awareness Month, designed to help educate individuals on the importance and benefits of owning life insurance.

“The loss of a parent can be devastating for a young person, so we were excited to join forces with Life Happens and provide 6 students with college scholarships from the Greater Philadelphia Region during September’s Life Insurance Awareness Month. Scholarships cannot bring back loved ones, but we hope they will provide some much-needed financial relief,” said Larry Berran, CEO, iPipeline. “Life insurance plays a vital role in ensuring young individuals have the necessary coverage in place to support their futures. iPipeline’s purpose is to help our customers protect more families. Our focus is on making it easier and faster for families to select and purchase insurance. Streamlining the buying process will contribute to reducing the number of uninsured individuals and ultimately better protect their loved ones.”

“Life Happens’ mission as a nonprofit is to educate and provide unbiased information to guide smart insurance choices to protect loved ones. We have several programs and educational campaigns that help build awareness of the importance of life insurance. Our September Life Insurance Awareness Month is one key campaign, and we were pleased to have iPipeline join the ranks of our many corporate partners,” said Faisa Stafford, President and CEO, Life Happens. “Time and time again I have personally seen the positive impact we can have on students who have experienced emotional hardship and financial devastation in the wake of a death or disability of a breadwinner. With the generous assistance of companies like iPipeline we are building awareness of the importance of having life insurance while financially assisting young individuals to continue the pursuit of their dreams.”

To learn more how iPipeline is making life insurance easier to purchase and working to protect the financial futures of families on a global basis, contact sales@ipipeline.com, or call 1-800-758-0824, option 2.

About Life Happens
Life Happens is a nonprofit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products. The organization does not endorse any product, company or insurance advisor. Since its inception in 1994, Life Happens has provided the highest quality, independent and objective information for people seeking help with their insurance buying decisions. To learn more, visit www.lifehappens.org.

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

Media Contact:
Dana Taormina
JConnelly for iPipeline
973-647-4626
iPipelinePR@jconnelly.com

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iPipeline Selected for 2021 Global InsurTech100 Award

Industry Impact, Customer Traction, and Innovation Drive iPipeline’s Recognition

Exton, PA (October 26, 2021)—iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced it has been selected as a winner of the 2021 Global InsurTech100 Award. A panel of industry analysts and experts, who reviewed companies’ applications and research on more than 1,400 InsurTech (insurance technology) companies within FinTech Global’s database, selected 100 winners around the world.

“iPipeline is pleased to be one of the 2021 Global InsurTech100 Award winners. We have focused on bringing innovative technologies of significance that streamline and accelerate business processes to the global industry. The outcome is increased premiums, reduced costs, and improved operational efficiencies that fuel growth in today’s highly competitive marketplace for our customers,” said Larry Berran, CEO, iPipeline.

“We have also gained traction by removing remote selling obstacles for our customers during the COVID-19 pandemic. New digital models are required to remain competitive in today’s tough selling environment. Our SSG Digital® Platform is the most extensive end-to-end platform available today, offering our customers extensive flexibility and levels of customization matched to their unique business needs,” added Berran. “We thank the panel for the award recognition and look forward to continuing to improve how the industry works both today and in the future.”
InsurTech is one of the largest and most active sectors within the FinTech space. According to FinTech Global, over $7 billion has been invested in InsurTech solution providers since 2015, as insurance companies and investors look to benefit from the huge impact new digital models will have on the industry.

To learn how you can implement iPipeline’s innovations to increase premiums, reduce costs, and improve operational efficiencies, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About the InsurTech100 Award
The InsureTech100 is an annual list of 100 of the world’s most innovative InsurTech companies selected by a panel of industry experts and analysts. These are the companies every leader in the insurance industry needs to know about as they consider and develop their digital transformation strategies.

The previous InsurTech100 lists received widespread attention. Companies that won places on the lists generated huge awareness among insurance firms and the wider insurance community. Many were approached directly by financial institutions while others got a more welcome reception from prospective clients and partners.

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities / mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

Media Contact:
Dana Taormina
JConnelly for iPipeline
973-647-4626
iPipelinePR@jconnelly.com

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Financial Services Marketing Veteran Kimberly Beck Joins iPipeline

Firm’s New VP of Marketing Will Drive Initiatives to Strengthen Brand Awareness & Unlock Value Throughout the iPipeline Network


EXTON, PA—October 14, 2021—iPipeline® announced today that Kimberly Beck has joined the firm as Vice President of Marketing. Beck has nearly 25 years of experience in financial services marketing, and in her new role will focus on strengthening growth marketing capabilities while leading all aspects of marketing, including digital, product, customer engagement and corporate communications.

“We are committed to unlocking value for our growing pipeline of customers, including life insurance carriers, brokerage general agents, financial institutions, and wealth management firms,” said Larry Berran, CEO of iPipeline. “Kimberly will be a key leader in accelerating this effort, expanding our marketing capabilities to optimize engagement across the client lifecycle, and communicating the value of the iPipeline ecosystem.”

Over the past 26 years, iPipeline has expanded its product portfolio to become a true platform brand, and the company’s leading technology has enabled it to help protect more than 25 million lives. Beck will collaborate with a wide array of iPipeline teams to promote the power of iPipeline’s holistic offerings and create integrated product and channel campaigns to drive accelerated growth. She joins from Envestnet, where she led the firm’s Wealth Marketing efforts, and prior to that, held various marketing leadership roles at BlackRock, Merrill Lynch and Nuveen. She will be based in the firm’s Exton office.

“iPipeline is a pioneer in facilitating end-to-end digitization for the life insurance industry,” said Kimberly Beck, Vice President of Marketing at iPipeline. “I am thrilled to be joining the preeminent market leader in the insurtech space, and to lead the brand through its next phase of growth. I look forward to working with such an innovative, fast-moving, and collaborative group of people who are dedicated to delivering more value to clients.”

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

Media Contact:

Dana Taormina
JConnelly for iPipeline
973-647-4626
dtaormina@jconnelly.com

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Cavendish Online Launches Direct-To-Consumer Quote and Apply System Using iPipeline’s Consumer Apply Technology

Cheltenham, UK (October 6, 2021) – iPipeline® – a leading provider of low code / no code content-enabled digital solutions and services to the financial services market – today announced protection distributor Cavendish Online has launched its revised quote and apply system, powered by iPipeline’s Consumer Apply™ technology, across its direct-to-consumer, advised and non-advised sales channels. Consumer Apply enables Cavendish Online to access direct-to-consumer products and analyze important market data.

Cavendish Online has also adopted iPipeline’s unique online service and multi-product comparison platform, SolutionBuilder®, across its advised and non-advised sales channels.

The integration is part of Cavendish Online’s ambitious and rapid growth plan for 2021 and beyond, with targeted expansion amongst markets such as younger consumers, renters and gig workers, all of whom are underserved by current distribution channels. iPipeline uses innovative technology to empower advisers and all distribution channels to better engage and serve their customers.

Ian Teague, UK Group Managing Director at iPipeline, said: “We are pleased to be able to enter the direct-to-consumer market with our Consumer Apply technology through one of the most highly-respected and innovative technology-enabled distributors, Cavendish Online. They have big plans for growth, and our technology is the perfect solution to help them deliver protection sales, both advised and non-advised, at scale and profitably.”

iPipeline offers insurers and distributors a range of technology to serve its customers more efficiently with greater data and MI. This includes distributor portals, SolutionBuilder and AssureWeb®, which process approximately 50% of all UK intermediary sales, while its SSG Digital® Platform has processed more than 3.7 million policies across protection, savings, and investments and currently processes more than 30% of UK new protection policies.

John Nelmes, Marketing Director at Cavendish Online said: “We have ambitious plans for rapid growth and need a market-leading technology provider to help us continue to deliver innovation across all of our protection distribution channels. Our ability to build flexible and tailor-made protection journeys, including quote and apply, is an essential part of ensuring the smoothest customer journey possible. It will allow us to scale while offering customers the best value solutions.”

Media Enquiries
Lisa Shea, Marketing, lshea@ipipeline.com, 484-870-6234

About iPipeline UK
iPipeline UK is a leading provider of business intelligence, e-quote, e-application, policy delivery, e-signature and policy holder services to the UK life and pensions market. iPipeline’s SSG Digital® Platform offers the UK’s broadest range of integrated and licensed solutions used by leading providers, distributors, and their IFAs via their Websites or CRM systems. To learn how you can better use iPipeline’s industry-leading solutions to streamline and accelerate your business activities, visit us at www.uk.ipipeline.com

John Hancock Integrates With iPipeline’s iGO Application Solution to Streamline Sales and Improve Customer Experience

Enhanced Platform to Increase Sales Efficiency and Offer Access to Instant Underwriting Decisions

Exton, PA (July 21, 2021) – iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced John Hancock has implemented a fully digital version of iGO® e-App, including Client Collaboration with AlphaTrust® e-Signature, to accelerate the life insurance application process. This new, modern approach can dramatically reduce the life insurance sales cycle and offers a less intrusive way to collect medical history data with required signatures. Some clients may even receive an “instant” underwriting decision via John Hancock ExpressTrack®, the company’s accelerated underwriting process.1

“Client collaboration has long been a primary focus for iPipeline as we see the speed-to-coverage advantages being top of mind for most customers. Whatever can be done to make application completion and the collection of personal/medical data easier can drastically improve the overall customer experience,” said Larry Berran, CEO, iPipeline. “The COVID-19 pandemic has prompted progressively minded carriers and their agents to seek efficient ways of doing business in a contactless selling environment. John Hancock’s decision to integrate with our platform demonstrates their commitment to accelerating the application and underwriting process at a time when traditional processing methods can lead to extensive delays.”

“At John Hancock, we are on a journey to reinvent the life insurance purchase process and are working in lock-step with like-minded innovative technology companies to make it happen. This collaboration with iPipeline is the latest effort to provide our distribution partners with next-generation sales tools to streamline the completion of applications,” said Linda Levyne, Senior Vice President/Head of Sales, John Hancock Insurance. “This is the level of service our partners and customers demand, and we are excited to provide them with an easy and convenient submission method at a time when so many are seeking protection.”

To learn more about iPipeline’s innovations in client collaboration, click here, contact sales@ipipeline.com or call 1-800-758-0824, option 2. If you’re an existing iPipeline customer, turn on John Hancock’s “Term e-Application” and “Permanent e-Application” in iService to start taking advantage today.

  1. Consumers, 18-60, submitting an application via iPipeline’s iGO e-App, and applying for single-life coverage up to $3 million are eligible for the ExpressTrack process, with an opportunity for certain applicants to obtain an “instant” underwriting decision. Policy issuance is not guaranteed as any life insurance purchase is subject to completion of an application, including health questions, and underwriting approval. John Hancock will obtain additional information, including but not limited to medical records, to evaluate your application for insurance; and after your policy is issued, to identify any misrepresentation in the application. The ExpressTrack process is not available in New York.
Linda Levyne, Senior VP/Head of Sales, John Hancock

About John Hancock and Manulife
John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.0 trillion) as of March 31, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.

Insurance policies and/or associated riders and features may not be available in all states. Insurance products are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY062221598-1

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

For John Hancock:
Ana Senior
Head of John Hancock Public Relations
asenior@johnhancock.com
857-272-0020

Pekin Life Advances Digital Strategy by Accelerating Policy and Requirements Delivery With iPipeline

e-Delivery Modernization Circumvents Delays Caused by the Impact of COVID-19 on Traditional Delivery Methods

Exton, PA (July 20th, 2021) – iPipeline® – a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced Pekin Life has deployed DocFast® e-Delivery to accelerate policy and requirements deliveries for its 8,500 independent agents. The launch circumvents delays caused by the impact of COVID-19 on traditional USPS delivery methods.

“Traditional delivery methods have always added time to the delivery of policies and collection of signed requirements documents. With COVID-19 further complicating USPS staffing and deliveries, e-Delivery has moved to the forefront as an invaluable asset in accelerating the pace of new business,” said Larry Berran, CEO, iPipeline. “Reducing delivery times, requirements collections, and cycle times from several weeks to what can be as little as minutes supports new business growth objectives and promotes agent productivity. More importantly, it underscores a carrier’s commitment to getting individuals and families the protections they need now. We are committed to executing rapid DocFast e-Delivery implementations to support the growing need within the industry.”

“Pekin has an intense focus on delivering personalized and prompt service to our agents and customers. The recent USPS mail times have been steadily increasing in the last couple of years and slowing things down for us. We needed a solution to bypass this situation and avoid unnecessary delays impacting policy deliveries and the return of signed delivery requirements,” said Jocelyn Duncan, Vice President Life Administration, Pekin Life. “DocFast e-Delivery will enable us to reduce the number of abandoned applications, get more business paid, and cut down on the backlog of pending business that requires constant tracking. We are committed to continuing to enhance the buying and selling experience for both our agents and the customers they serve.”

To learn how you can implement iPipeline’s DocFast e-Delivery product to circumvent delays caused by the impact of COVID-19, click here, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

Jocelyn Duncan,
VP Life Administration, Pekin Life

About Pekin Life
Pekin Insurance is a group name adopted to designate the combined operation of The Farmers Automobile Insurance Association, Pekin Insurance Company, PAC, Inc., Pekin Select Insurance Company, and Pekin Life Insurance Company.

Pekin Insurance has been in business since 1921 and is one of the leading insurers in the state of Illinois, providing multiple lines of insurance. Pekin Insurance offers insurance coverage in 21 states through its growing agency force, which now totals 1,500 independent agencies and 8,500 insurance producers. The company is headquartered in Pekin, Illinois, with service offices at Phoenix, Arizona; O’Fallon, Rockford, and Warrenville, Illinois; Indianapolis, Indiana; Des Moines, Iowa; Columbus, Ohio; and Appleton, Wisconsin. Visit us at www.pekininsurance.com.

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

iPipeline Teams With Symetra to Insure Term Life Customers in Minutes

Drop Ticket with e-App Client Collaboration, Underwriting Engine Integration, and Real-Time Data Validation Modernize the Agent and Client Experience

Exton, PA (July 14, 2021) — iPipeline® — a leading provider of no-code/low-code content-based digital solutions for the life insurance and financial services industry, has partnered with Symetra Life Insurance Company to innovate the new business acquisition process for Symetra’s new, fully automated SwiftTermSM term life insurance product. The comprehensive solution modernizes the agent and client experience using a drop ticket to rapidly collect client information, which is transferred to an e-Application for client collaboration. The iPipeline platform integrates with the MRAS (Munich Re® Automation Solutions) underwriting engine to generate reflexive questions and queries data vendors for real-time validation to support automated decisioning. The streamlined approach is designed to result in the best underwriting path for each applicant, with most receiving either an instant decision or a light touch by an underwriter to drive policy issuance.

“iPipeline and Symetra came together to create an innovative approach to accelerate the new business acquisition process for SwiftTerm. This automated approach dramatically improves how agents collaborate with their clients to rapidly fulfill their term life insurance needs,” said Larry Berran, CEO, iPipeline. “No medical exam/instant issue life insurance with same day approval is no longer a dream. It is quickly becoming a reality for clients who meet the requirements and carriers who have implemented the necessary technologies. This is a real game changer for Symetra, and iPipeline is pleased to be a part of the groundbreaking initiative.”

“Symetra’s vision is to help empower our customers and partners and implementing next-gen technologies that make it easier to do business with us is a key part of achieving that vision. Whether an applicant qualifies for instant issue or requires a light touch from an underwriter, our goal is to make the SwiftTerm application process simple and issue term life insurance in 25 minutes or less,” said Mindi Work, SVP, Chief of Strategy, Symetra. “While there will always be instances where full underwriting is required, we are committed to optimizing our instant issue approach — from the initial drop ticket and rules-based decisioning to policy issuance — to improve the overall customer experience. Our iPipeline partnership helped us make significant advancements to achieve this vision, and we are excited to offer this to qualified applicants at competitive pricing with portal-based payment.”

To learn more about iPipeline’s innovations in client collaboration, click here, contact sales@ipipeline.com or call 1-800-758-0824, option 2. For more information about SwiftTerm, visit www.swifttermlife.com.

Mindi Work, SVP, Chief of Strategy, Symetra

About Symetra
Symetra Life Insurance Company is a subsidiary of Symetra Financial Corporation, a diversified financial services company based in Bellevue, Washington. In business since 1957, Symetra provides employee benefits, annuities and life insurance through a national network of benefit consultants, financial institutions, and independent financial professionals and insurance producers. For more information, visit www.symetra.com.

About iPipeline
iPipeline is a leading provider of no-code/low-code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234