Author: iPipeline

iPipeline Teams With Symetra to Insure Term Life Customers in Minutes

Written by iPipeline on . Posted in Press & News.

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

Robots Take Over Illustrations- Humans In Awe!

Written by iPipeline on . Posted in Webcasts & Videos.

Quote | Illustrate | e-Sign | Apply

Presenter: Bill Atlee, Founder & Chief Innovation Officer, iPipeline

Schedule a Demo

Imagine if robots could handle 80% of the countless illustrations requests that come from brokers daily. Well, it’s not some cyber fantasy. iPipeline’s iSolve® robots pre-run 40 million illustrations a month to help you avoid illustration nightmares. Brokers can manipulate these solves without ever learning carrier software, have an illustration seamlessly e-Signed, or sweep it into iGO® e-App for completion. 

Let’s face it: illustrations as they exist today only output PDFs. That output stinks. It handcuffs your brokers. Why? If the illustration numbers don’t jive with their client, they call you back for more re-proposals. Even if the numbers are solid, they can’t execute the sale without printing and wet signing an illustration (Does anyone even own printers anymore?).

Isn’t it time that illustrations experience an innovative breakthrough? Join Bill Atlee, Founder and Chief Innovation Officer, as he walks you through our newly enhanced version of iSolve and how to:

  • Instantly retrieve multi-carrier comparisons (GUL, CAUL, IUL)
  • Reduce running illustrations by 80%
  • Rarely access Winflex, Ensight, LifeTrends or carrier software
  • Shift 71% of illustration quoting to your brokers
  • Collapse 18.9 days off of wet signing an illustration
  • Pre-populate iGO e-App, e-Sign and submit

Sammons Financial Group Advances Digital Transformation Initiatives With iPipeline

Written by iPipeline on . Posted in Press & News.

Automation Leverages Next Gen e-App, Expanded Medical Questions for Non-Fluid Underwriting, and Policy Exchanges

Exton, PA (April 20th, 2021) – iPipeline® – a leading provider of no code / low code cloud-based software solutions for the life insurance and financial services industry, today announced Sammons Financial Group, parent company to Midland National and North American company, advanced its digital transformation initiatives while paramedical exam offices were shut down during the height of the pandemic by extending the capabilities of iGO® e-App with several unique product features to streamline non-fluid underwriting and provide distribution partners expanded options and flexibility. Sammons Financial Group’s best practices approach for the use of e-App has resulted in their agent adoption rate increasing from 56% to 75% during 2020. *

“Sammons Financial Group is a great example of how iGO e-App is enabling carriers across the U.S. to effectively achieve digital transformation initiatives. By implementing unique product features, they have managed to circumvent the collection of fluids by expanding the medical questions within the e-App workflow. This is accelerating how they do business by eliminating the paramedical exam while making the purchase of life insurance more palatable for their clients,” said Larry Berran, CEO, iPipeline. “The industry is working its way through the challenges being presented in the current contactless selling environment. iPipeline is pleased to be working with Sammons on finding innovative ways to increase their speed to market while serving the financial needs of the families seeking their products.”

“I am thrilled to see our digital transformation roadmap come to life and distribution partner e-App adoption surge to 75%, particularly in a challenging year like 2020. The ability to streamline how our distribution partners submit business to us has enabled Sammons Financial Group to address market demand for a variety of our products and ensure our customers do not experience delays in satisfying their traditional needs,” said Neil Berns, Vice President and Chief Strategy Officer, Sammons Financial Group. “We’ve also worked with iPipeline to modify our iGO workflow by expanding medical questions to execute non-fluid underwriting in instances where it wasn’t previously available, making it easier for distribution partners to serve their clients in a substantially better way.”

To learn how you can implement iPipeline’s innovations to automate how your products are sold and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Sammons® Financial Group, Inc.
The companies of Sammons® Financial Group, Inc. help families and businesses protect their future to enjoy life’s moments today. A subsidiary of Sammons Enterprises, Inc., Sammons Financial Group is privately owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National® Life Insurance Company (including Sammons® Corporate Markets); North American Company for Life and Health Insurance®; and Sammons Institutional Group® (including Midland Retirement Distributors® and Sammons Retirement Solutions®). Together, we offer today’s most sought-after life insurance, annuity, and retirement planning products. Sammons Financial Group: With You for Every Moment®.

About iPipeline
iPipeline is a leading provider of no code / low code, cloud-based software 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

*Source: Internal NBUW reporting

Resonant | Shorten Your Underwriting “Long Poles”. From Submission to Decision.

Written by iPipeline on . Posted in Webcasts & Videos.

Presenter: Bill Atlee, Founder & Chief Innovation Officer, iPipeline

Schedule a Demo
Check Out the Blog

Let’s Talk About the 5 Days That Cost Carriers Millions of Dollars.

If you were asked to take a guess at what the pivotal day for cases in underwriting was, what would you say? We’ve uncovered this day, the “Hour of Sour”, that results in a 13% decrease in placement ratio. Talk about an underwriting ‘aha’ moment! Join Bill Atlee, Founder and Chief Innovation Officer at iPipeline, as he discusses this precise day and what it means in terms of millions of dollars being left on the table.

Catholic Order of Foresters Modernizes With WELIS Ascent Illustration System

Written by iPipeline on . Posted in Press & News.

New Platform Enables Agents to More Effectively Present Products to Consumers

Exton, PA (April 13th, 2021) – iPipeline®–a leading provider of no code / low code cloud-based software solutions for the life insurance and financial services industry–today announced that Catholic Order of Foresters has selected its WELIS® Ascent illustration system to modernize how their agents present diversified insurance products to consumers seeking protection.

The WELIS Ascent illustration system is a scalable platform, designed to help insurers sell and service customers in a multi-channel distribution environment. The award-winning software is constructed as a standard single life illustration system that can be transformed into a sophisticated multiple life / multiple plan system with a single button click. iPipeline acquired WELIS in September 2020 and is one of the largest providers of illustrations in the life insurance industry.

“Educating consumers about what they are buying and how it is likely to perform in the future is critical to selling life insurance products. Automating the task of providing detailed illustrations to consumers not only enables agents to more effectively sell but allows them to show the differences more effectively across a range of products. Agents need to ensure that they are clearly educating consumers about products shaping their financial futures. Our platform fulfills this important need,” said Larry Berran, CEO, iPipeline. “WELIS Ascent is a feature-rich illustration platform offering flexibility and a range of features to improve sales presentations. The ability to rapidly make changes to support ongoing presentations provides speed-to-market advantages and improves consumer satisfaction. We are confident the agents at Catholic Order of Foresters will see an immediate benefit by using this new platform to educate their customers during the education and selling process.”

“From the beginning, iPipeline’s WELIS team stood out from the competition as a group that would build a strong relationship with us and forge a joint effort for the implementation of the new illustration platform. This was critical for us as we wanted to be able to update interest rates and make rider changes on our own, as well as execute other modifications to the platform without a heavy dependence on the tech provider. We were seeking a level of self-service to address our daily needs on the fly and saw that with iPipeline’s WELIS system,” said Geno Turek, Vice President, Product Solutions, Catholic Order of Foresters. “Of equal importance was finding a highly scalable platform with a variety of presentation features to support our growth and make life easier for our agents. Ultimately, the ability to present our product portfolio more effectively is what led to the selection. Their platform allows our agents to efficiently select the best products to address specific financial needs.”

To learn how you can implement iPipeline’s innovations to automate how your products are sold and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Catholic Order of Foresters
Catholic Order of Foresters is a fraternal benefit life insurance society dedicated to helping members achieve financial security through life insurance while supporting the Catholic community through fraternal outreach. COF is licensed in 32 states and Washington, D.C. Our product portfolio includes Term, Whole Life, Universal Life, and Annuities. Visit us at www.catholicforester.org.

About iPipeline
iPipeline is a leading provider of no code / low code, cloud-based software 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

Case Study: Enhancing Analytics & Accelerating Underwriting

Written by iPipeline on . Posted in Customer Stories.

Case Study

“Partnering with iPipeline, and specifically the InsureSight product, has allowed us to gain valuable insight into our comparison of traditional vs. accelerated underwriting. We’ve been able to establish a consistent answer to the question of ‘what’s slowing things down?’, stop playing the blame game, and get a better grasp on just what exactly we’re getting from a particular vendor.”
– Carrier Customer, Director, Life Operations

The objective was to supplement the accelerated underwriting process, which already featured iGO® and Resonant®, with meaningful analytics to allow the organization to be proactive with decision making.

Pain Points

  • Lack of control on underwriters

  • Productivity metrics (internally, for agents, vendors, and requirement management)
  • No understanding of the impact of process influences on an application
  • Unable to clearly break down specific segments of cycle time
  • No easy way to benchmark at any level
  • No strategically defined best practices
  • Inability to be proactive

Solution

This carrier became an early adopter of InsureSight®, partnering with iPipeline to integrate this data toolset to enhance their reporting capabilities.

Results, Discoveries & Impressions

Upon implementation of InsureSight, the carrier has found several game-changing capabilities, including the ability instantly access the granular segments of cycle time, which allows them to pinpoint the exact point of change in each step. They have direct, on-demand, real-time insight into how career agents compare to one another, and to independent or affiliated agencies, allowing them to decide whether to continue developing certain channels. Vendor accountability has become much easier to track- if the carrier partners with a vendor, they can easily see if their expectations and outcomes are being met.

In a use case example, the carrier has discovered that applications they collected with premium have a 30% higher placement ratio, and also take 21 days less to issue the case.

Finally, the carrier has been impressed what they deem the ‘revolutionary ability’ to locate any piece of data, from the highest level overview to the lowest level of granularity, within a matter of seconds- with the ability to export the data equally as quickly and present it in Excel, a PowerPoint slide, or a PDF.

Sound Interesting? Let’s Talk!

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Inspiring Innovations 2021 | NAILBA 39 Keynote Address

Written by iPipeline on . Posted in Thought Leadership.

There’s no better time than now to innovate. The pandemic has forced us to digitally engage customers and think differently about our businesses. We’re optimistic that 2021 will be a year of more growth – and iPipeline is excited to lead the way with technology to help you inspire your innovations.

Presenters: Larry Berran, CEO, iPipeline & Daphne Thomas, COO, iPipeline

iPipeline Partners with Snowflake to Mobilize Life Insurance and Financial Services Industry Data

Written by iPipeline on . Posted in Press & News.

Data as a Service Provides Self-Serve, Seamless Access to iPipeline Data to Power Analytics and Decision-making

Exton, PA (February 9th, 2021) – iPipeline® – a leading provider of no code and low code cloud-based software solutions for the life insurance and financial services industry, today announced its partnership with Snowflake, the Data Cloud company, where iPipeline will leverage Snowflake’s Data Marketplace to support all their data applications and secure data sharing needs. iPipeline customers have near real-time access, unlimited scalability, and global availability to feed their AI/BI tools and ecosystem of partners. Snowflake and iPipeline have a growing joint customer base that includes referenceable customers in the life insurance and financial services industry.

“Our new partnership with Snowflake brings immediate benefits to our customers. Because Snowflake Data Marketplace provides easy and immediate access for secure data sharing, we do not have to send our customers custom data extracts and ad hoc reports,” said Larry Berran, CEO, iPipeline. “Data as a Service is rapidly becoming the core of many business strategies because near real-time access to data is critical to enhancing decision making and improving the customer experience. This state-of-the-art platform will enable customers to unite siloed data and easily discover and securely share data to execute reporting, analytics and other tasks to improve operational efficiency and drive growth.”

“Data is growing at warp speed, and in today’s economy, instant access, unlimited scalability, and self-service free of IT’s involvement are all critical factors for real-time business decisions,” said Matt Glickman, VP of Customer Product Strategy at Snowflake. “iPipeline’s integration with Snowflake Data Marketplace will allow insurance carrier, mutual fund, and financial institution customers to easily run self-service BI and analytics on the data within iPipeline’s core products for seamless data operations.”

To learn how you can mobilize your life insurance and financial services data and implement this new iPipeline Snowflake data service to power your analytics and decision-making, optimize business operations, and increase your speed to market, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of no code and low code, cloud-based software 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

iGO Product Update – January 2021

Written by iPipeline on . Posted in Product Releases.

Check out our new enhancements including improving the ability to assign a custom value to the applicant ID in ExamOne’s Paramed Solution, correcting the timeout issue between the iGo session and Munich RE AIS if a user is still active in the question screens, and creating an easier navigation to the Help page on our customer portal. There are also a number of fixes as described below.

Enhancements

  1. Allow for a custom value to be used for the applicantId for our Paramed Scheduling integration with ExamOne
    This enhancement allows carriers to choose a custom value to assign to the applicantID value in ExamOne’s paramed scheduling solution. Currently this value is set by iGO and is not configurable to a value based on the carriers requirements. This enhancement provides the carrier the capability to tie the identifier within the Paramed Scheduling solution to a value that is relevant to their operations. This enhancement is available to customers using our Paramed Scheduling integration with ExamOne.

  2. Session Timeout update for Munich RE AIS Integration
    This is enhancement improves timeout handling for implementations integrated with Munich RE AIS solution. With this enhancement iGO will determine if the user is still active in the Munich RE AIS question screens and if so it will keep the iGO session alive. Prior to this enhancement if the user was acting within the Munich RE AIS question screens for longer than the iGO session timeout the iGO case itself would timeout. This would cause the users to have to log back into iGO to complete the case. This enhancement now ensures the iGO session will not time out while the user is answering question within Munich RE AIS.

  3. Need Assistance Help Menu integration to the iPipeline Customer Portal
    This enhancement enables the Help Menu option to navigate the user to the Help page on iPipeline’s Customer Portal.


    Upon clicking the Help option the user will navigate to the Customer Portal Help page. By doing this the user will have access to material and content to help with them with any issues they may have encountered.

    On this page the user will have access to a substantial amount of information to help with any issue or question they may have. This page will provide Knowledge Base articles, FAQ, training materials and videos.

Fixes

  1. Text My Pin multi-factor authentication screen locks after two failed attempts in Client Collaboration
    This fix resolves an issue where the screen used to enter the pin sent to the consumer’s mobile phone locks upon entering the correct pin on the third try after two unsuccessful attempts. This fix allows to the user to try a third attempt to enter the proper pin before locking the user out. If the correct pin is entered on the third attempt the user will be allowed to proceed. If an incorrect pin is entered again on the third attempt the user will see the proper screen and message notifying the user they have exceeded the allowed login attempts. This issue only occurs for carriers using Text My Pin for authentication into Client Collaboration. Carriers using Text My Pin for access to eSignature were not impacted by the issue.

  2. Screen content cutoff in Client Collaboration when using custom CSS
    This update resolves an issue where the screen content in Client Collaboration did not fully load. This would only occur for carriers using the original client collaboration solution who have also utilized their own custom CSS. In this instance the custom CSS did not include an element used by iGO. With this fix iGO was updated to handle the use of the customers custom CSS to enable the content to fully display.

  3. Consumer accessing Client Collaboration for a case created through a BGA
    This fixes resolves an error encountered when a consumer accesses Client Collaboration to complete their portion of a case when the case was created by an agent who accessed iGO through a BGA. Prior to this fix when the consumer would click on the link in the email to access the case the consumer would see an error. With this fix the consumer can now successfully click on the link and navigate to the landing page to authenticate into their application for completion.

Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals

Written by iPipeline on . Posted in Press & News.

e-Application, Self-Service Capabilities, and Network to Optimize Financial Professional and Carrier Performance

Exton, PA (January 12th, 2021) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry, today announced Ameritas has chosen the SSG Digital® Platform to streamline the application processing experience. Ameritas is a mutual-based provider of life insurance, financial services, and employee benefits. iGO® e-App and Maestro® Self-Service will be integrated with Swiss Re’s Magnum Pure® full-service underwriting automation to accelerate business processing, lower costs, and improve the customer experience for the Ameritas independent distribution channel. iPipeline has the life insurance industry’s largest independent distribution and carrier network within North America.

“In a recent Deloitte survey, 48% percent of 200 insurance executives agreed the pandemic showed how unprepared our industry was to weather this economic storm. Digital technologies are essential to succeeding in today’s contactless selling environment, and iPipeline’s low code SSG Digital platform has what it takes to power the industry forward in 2021,” said Larry Berran, CEO, iPipeline. “Using iGO e-App and Maestro Self-Service with Magnum Pure will help Ameritas to improve their financial professional and consumer experiences.”

“Ameritas evaluated several technology providers to find a platform that best fit our needs,” said Robert Sharp, Head of Independent Distribution at Ameritas. “iPipeline is a strong organization in the independent marketplace with integration experience and an innovative end-to-end platform. We look forward to working with iPipeline on automating our new business processes.”

To learn how you can implement iPipeline’s innovations to automate how your products are sold and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Ameritas
Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families, and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision, and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company LLC. (AIC), member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. AIC is not affiliated with any third-party entity mentioned herein. For more information, visit ameritas.com.

About iPipeline
iPipeline is a leading provider of low code, cloud-based software 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.

###

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