Author: iPipeline

iPipeline Acquires WELIS

Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US

Exton, PA (September 22, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced it has acquired WELIS, a premier provider of life insurance illustration systems to carriers in the US. The WELIS Ascent® Illustration System is 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. The acquisition positions iPipeline as one of the largest providers of illustrations in the life insurance industry.

“Stephen Frederick, CEO of WELIS, and his team have created a benchmark illustrations system against which all other platforms are compared. Ascent will be integrated into our low code, SSG Digital® Platform and allow agents and advisors to quickly run real-time scenario-based illustrations, save them, and send them to customers for review and e-Signature through our PAS+® agent portal. Agents and advisors can also run an illustration and include it during the e-App process to collect e-Signatures, reducing cycle times and improving iGO® e-App processing rates,” said Larry Berran, CEO, iPipeline. “Carriers can manually run or automate the distribution of in-force illustrations, re-run illustrations during underwriting, and make the necessary distributions to agents and consumers for e-Signature pre- and post-issuance.”

“We are excited about integrating WELIS’ in-force illustration solutions with PAS+ and our ability to offer iSolve®, our research and permanent quoting product, to their customers. Additional Ascent integrations with our AlphaTrust® e-Sign and InsureSight® business intelligence and data analytics products will give insurers great tools to accelerate sales, better leverage information, and increase compliance for in-force reporting requirements,” added Berran. “We are looking forward to changing the permanent insurance game with WELIS’ high-powered illustration system and our omni-channel, quote-to-claim low code platform.”

“iPipeline has done an outstanding job of developing one of the industry’s most powerful and versatile platforms. The current COVID-19 environment has placed a spotlight on the need to accelerate the integration and use of digital platforms. iPipeline’s clients are well-positioned to reap the benefits of their investments, and our Ascent Illustration System is a perfect next-step for carriers seeking to use a highly customizable, brandable, rapidly deployed product,” said Stephen Frederick, CEO, WELIS. “The integration of Ascent into the SSG Digital Platform with PAS+ will deliver immediate benefits to customers who are committed to taking the digital journey. I am pleased to see our technology being put to great use by Larry and his team.”

Morgan Partners served as exclusive financial advisor to WELIS in this transaction.

To learn how you can implement iPipeline’s illustration products to streamline and accelerate new business acquisition and in-force management processes and better engage the digital customer, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

*Novarica RAVE Award

About WELIS
WELIS is a premier provider of life insurance illustration systems supporting individual and group lines of business for carriers in the US. Its Ascent Illustration System is designed to help insurers sell and service customers in a multi-channel distribution environment. The 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. As a single platform it can be used by multiple distribution channels requiring only a basic ledger to those with sophisticated multiple life COLI needs. To learn more about WELIS and the Ascent Illustration System, visit www.WELIS.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 150 carriers, 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

Professional Advantage Selects AlphaTrust for Integration Into 1Staff

AlphaTrust Capabilities Range from Present-and-Sign to Multi-Document, Multi-Party Transactions

DALLAS, TEXAS (September 1, 2020) – AlphaTrust® Corporation, a subsidiary of iPipeline® and leading provider of white-labeled electronic signature solutions, today announced a partnership with Professional Advantage Ltd., a global software and service provider for mid-sized organizations. Under the agreement, Professional Advantage will incorporate the entire AlphaTrust e-Sign platform seamlessly into their 1Staff staffing and recruitment solution to create an immersive, easy-to-use, digital client experience.

1Staff from Professional Advantage is an end-to-end staffing solution underpinned by the Microsoft® Dynamics 365 platform. From business planning to budget tracking, marketing and lead generation through customer engagement, applicant tracking through compliance and onboarding, time capture, bill & pay through to full ERP financials, 1Staff delivers staffing organizations 360-degree control and visibility from start to finish.

“The AlphaTrust value proposition is to enable leading software companies to add document finalization processing to their existing solutions. The real value is tied to creating an easy-to-use customer experience that is often lost with external and cumbersome bolt-on solutions,” said Larry Berran, CEO, iPipeline and AlphaTrust. “By integrating e-Signature into the app, 3rd party risks are eliminated because customer data is not being exposed in documents routed to an e-Sign vendor. Professional Advantage is an ideal client for AlphaTrust, and we are looking forward to enhancing their already highly valuable staffing platform.”

“We are always looking for ways to improve the overall user experience and increase value to our clients. Embedding AlphaTrust e-Sign into our technology stack is a major step forward,” commented Derek Rippingale, President, Professional Advantage. “AlphaTrust has a superb OEM business model that enables us to increase our clients’ productivity and add value to our brand by using their well-experienced and credentialled electronic signature solutions.”

AlphaTrust e-Sign’s capabilities range from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants, allowing it to enable 1Staff to be more valuable to its user community.

About Professional Advantage
Professional Advantage specializes in providing staffing solutions and other industry and process focused extensions to the Microsoft Dynamics and Infor platforms. For more information about 1Staff from Professional Advantage, visit https://www.go1staff.com.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com.

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

For Professional Advantage:
Kristin Moreland
Kristin.Moreland@profad.com
701-551-2909

iPipeline Platform to Take on New Dimension with Sean Fallon as VP, SSG Digital Platform & Policy Administration

Low Code, User Configurable Next-Gen Digital Platform to Offer a Connected Highway for iPipeline Products and Customer’s Existing Systems

EXTON, PA (August 19, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Sean Fallon to the position of Vice President, SSG Digital® Platform and Policy Administration. Fallon comes to iPipeline from CNO Financial Group, where he served as Vice President, Front Office Application Development, and Chief Technology Officer. In this new role at iPipeline, he will advance the SSG Digital Platform with an event driven architecture that will enable user configurable messaging, shared product configuration, and the integration of iPipeline and customer systems. The SSG Digital platform will power our new Policy Administration offering PAS+®, taking digital access to the next level.

“Next-gen platforms will play a key role in connecting insurers to the products and services their consumers need. These platforms need to be more user configurable, low code, and open to a variety of data sets and home-grown platforms. We are recruiting top industry talent to take our SSG Digital Platform, PAS+, and other core products to the next stage,” said Larry Berran, CEO, iPipeline. “Sean brings a track record of success with cross-functional teams and an extensive knowledge of enterprise architecture in the life insurance industry. In this new role, he will add a new dimension to the platform through innovation and by executing strategy for our PAS+ initiatives in the North American marketplace.”

“The life insurance industry’s digital workforce requires a level of self-maintenance to accelerate the new pace of business. This means we need to deliver a more low code, customer-configurable platform with an open architecture to accommodate different data sets from home-grown systems and non-iPipeline products used across the enterprise,” said Sean Fallon, VP, SSG Digital Platform and Policy Administration. “The next leap in PAS+ technology will likely leverage artificial intelligence and self-learning predictive systems, so we are already at work exploring this avenue. Business continuity is top of mind in the COVID-19 reality, and we are determined to enable our clients to optimize their digital investments with iPipeline by taking them into the future.”

Prior to Fallon’s role at CNO Financial Group, he held key executive positions at Lincoln Financial, CUNA Mutual and Millennium Partners. He earned a Bachelor of Business Administration degree in Management of Information Systems, Finance and Personnel Management, as well as a Master of Science degree in Finance, from the University of Wisconsin.

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

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 150 carriers, 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 Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, 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 Expands Product Management Group With Appointment of Industry Veteran Roy Goodart

Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers, and the Direct-to-Consumer Digital Experience

EXTON, PA (August 4, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Roy Goodart as VP of Product Management. A 20-year veteran with a record of success in managing SaaS and business process automation platforms for the life insurance and financial services industry, Goodart comes to iPipeline from Paperless Solutions Group, where he served as Chief of Product and Customer Success. In his new role at iPipeline, he will be responsible for implementing his vision for the enhancement of the SSG Digital® Platform and Direct-to-Consumer (DTC) solutions, as well as executing the company’s overall product strategy to fulfill customers’ digital initiatives.

“We have been re-thinking our approach to our solutions given the impact of the COVID pandemic. As part of our initiative to accelerate the pace of digital transformation we have decided to add multiple additional senior leaders and top talent to our Product organization. We are happy to welcome Roy Goodart back to iPipeline to drive a seamless digital experience for consumers, agents, and advisors,” said Larry Berran, CEO, iPipeline. “We are looking to double down on our investment in this space and Roy has a track record of producing innovative, easy-to-use products that meet the immediate needs of our industry. Given the likelihood that more business will be transacted remotely, one of his strategic initiatives will be the continued development of comprehensive, next-gen direct-to-consumer (DTC) solutions, including DTC offerings enabled by advisors and brokers. Roy is no stranger to anyone in our industry, and we are pleased to have him onboard at iPipeline to drive our innovation.”

“iPipeline is in a unique position to deliver incredible value to an industry greatly in need of fulfilling their digital transformation imperative. The new challenges emerging from COVID-19 are going to be with us for the foreseeable future. There is no better way to overcome remote engagement obstacles than by using an integrated platform designed for agents, advisors, and consumers,” said Roy Goodart, VP of Product Management, iPipeline. “My immediate focus will be on advancing the SSG Digital platform, integrating new products, and delivering on the next installment of a DTC solution to power sales and meet consumer expectations.”

Prior to Goodart’s role at Paperless Solutions Group, he held key executive positions at Prospect9, Aplifi, AgencyWorks, and InsureSocket. He earned a Bachelor of Science Degree in Marketing at Westminster College, and a Master of Business Administration Degree from University of Phoenix.

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of 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 150 carriers, 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 Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, 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

WoodmenLife Overcomes COVID-19 Obstacles to Facilitate Policy Delivery with iPipeline’s AlphaTrust e-Sign

Rapid e-Sign Deployment Enables Signatures to Be Secured to Complete Issuance and Policy Delivery

EXTON, PA (July 21, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced WoodmenLife, a not-for-profit fraternal benefit society, has implemented iPipeline’s AlphaTrust® e-Sign product to remotely secure mandatory signatures to complete issuance and delivery of life insurance policies. The decision to deploy AlphaTrust e-Sign was based on iPipeline’s ability to execute an extremely rapid deployment to overcome obstacles imposed by the COVID-19 pandemic. AlphaTrust is a brandable and cost-competitive e-Signature product that works on a stand-alone basis or seamlessly with other iPipeline products such as iGO® e-App and DocFast® e-Delivery.

“The COVID-19 outbreak has elevated digital initiatives to an imperative level for the life insurance industry. Simple tasks such as meeting with a client to review documents and secure signatures have become major roadblocks to policy issuance and delivery. Our AlphaTrust e-Sign product is enabling our customers to break through these obstacles,” said Larry Berran, CEO, iPipeline. “iPipeline’s focus is and always has been to provide customers with innovative solutions to streamline and accelerate business processes. WoodmenLife is an example of a leader who has elevated the implementation of digital and analytic initiatives to the highest level to support the needs of their agents and customers. Insurers have no time to lose and everything to gain by advancing the capabilities of their platforms now.”

“WoodmenLife’s mission is to protect the financial futures of the families we serve. During these most challenging days, we want to assure our customers that they can count on us in every way without feeling obligated to leave the safety of their homes. We also want our agents to have the ability to effectively execute remote selling activities and avoid face-to-face engagement. iPipeline’s e-Signature product has given us a way to digitally break through obstacles to conduct our business activities,” said Denise McCauley, EVP and COO, WoodmenLife. “We have a history of making investments to fulfill our digital initiatives, and the value in this approach has become readily recognizable given the current state. iPipeline’s extreme responsiveness and rapid implementation of AlphaTrust e-Sign has strengthened our business continuity and is enabling us to meet the needs of our agents and the families we serve.”

Disjointed digital initiatives are a thing of the past. iPipeline’s end-to-end/quote-to-claim SSG Digital® core platform is designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in-force management tasks to achieve desirable business outcomes. For more information about our solutions, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About WoodmenLife
WoodmenLife
(officially Woodmen of the World Life Insurance Society) is a not-for-profit fraternal benefit society founded in 1890, based in Omaha, Nebraska, United States, that operates a large privately held insurance company for its members. WoodmenLife has been awarded a rating of A+, the second highest ranking out of 15, for its financial strength and operating performance by A.M. Best. Visit www.woodmenlife.org.

About iPipeline
iPipeline is a leading provider of 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 150 carriers, 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 Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, 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 Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform

e-Sign Enables Advisors to Remotely Execute 1035 Exchanges in Wake of the COVID-19 Pandemic

EXTON, PA (July 14, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the integration of AlphaTrust® e-Sign into the AFFIRM® order entry system used by the nation’s most respected financial institutions and their advisors. The integration enables advisors to overcome remote selling obstacles and rapidly secure electronic signatures to accelerate 1035 exchanges and other transactions in today’s COVID-19 selling environment. The integration is immediately available for purchase by all AFFIRM customers.

“The impact from the COVID-19 pandemic has rippled throughout the entire financial services industry. Advisors have been challenged in this contactless environment to execute their 1035 exchanges and other transactions, all of which require client signatures. Advisors are particularly in need of technologies that simplify and improve the customer experience,” said Larry Berran, CEO, iPipeline. “At the onset of the pandemic, we rallied to bring e-Signature and e-Delivery to all of our customers to enable them to continue their business cadence. We are pleased to offer our AFFIRM customers the AlphaTrust e-Sign integration to remove obstacles and increase customer satisfaction.”

“Business priorities have clearly shifted. Top executives are less focused on speed-to-market initiatives and more on recovery as they are concerned about sustainability. According to a recent Novarica survey, 65% of life insurers have been forced to prioritize digital initiatives to optimize business performance because of stay-at-home measures. e-Signature is a critical component in a well-thought out digital strategy,” said Tom Benton, Vice President Research and Consulting, Novarica. “While cost reductions are on the list of priorities, we are not seeing large budget cuts as they pertain to technologies. Technology providers who are integrating capabilities such as e-Signature into their products are positioned appropriately at this time to enable customers to reap the benefits of digitization.”

AlphaTrust e-Sign is a fully brandable, highly secure e-Signature product. It enables advisors using AFFIRM for Annuities to remotely secure signatures to expedite 1035 exchanges and other financial transactions while satisfying client expectations for a contactless experience. For more information about the AlphaTrust e-Sign and AFFIRM integration, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of 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 150 carriers, 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 Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, 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

OrthoBanc Reveals Why e-Signature Is a Key Differentiator for Their OEM Business

A Discussion with the COO of OrthoBanc, Tina Mead, veteran in executive leadership. Tina discusses how they are utilizing AlphaTrust® e-Sign in their organization to enhance their customer offering and give them a competitive advantage. She also shares details about the multi-functionality that a white label e-Signature solution can provide, with examples of how they are using it to innovate.

You will learn:

  • How AlphaTrust is enabling OrthoBanc to achieve outstanding customer service objectives during the COVID-19 pandemic.
  • How e-Signature has enabled an all new automated, frictionless, seamless process.
  • About the advantages of implementing AlphaTrust e-Sign, a fully brandable and secure product, versus other market-leading products.

Bill Brice, EVP of e-Signature and Founder of AlphaTrust, an iPipeline company, also joined the discussion during this special live event.

iPipeline Appoints Kevin Baer Chief People Officer to Focus on Employee Experience

Former Fortune 500 Executive Coach to Play Key Role in iPipeline’s Transformative Growth

EXTON, PA (July 7, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Kevin Baer as Chief People Officer, who will play a critical role in guiding the employee experience at iPipeline to strengthen its transformative growth. Baer has more than 35 years of experience designing people strategies and building high-performance organizations for clients including ConocoPhillips, Phillips66, United Airlines, and Constellation Energy. Baer comes to iPipeline from Mpact Leadership Coaching, where he was a founding partner. In this new role, he will report to Larry Berran, CEO, iPipeline.

“The foundation of any great company lies in its people and operational excellence. Our ability to attract and nurture the best and brightest minds is highly additive to creating an environment and culture where innovation is encouraged at all levels,” said Larry Berran, CEO, iPipeline. “Kevin’s experience in shaping global people strategies and managing employment initiatives has led to great outcomes for his clients. Kevin’s record of performance spans more than a decade of coaching at iPipeline. His familiarity with our people and his ability to create linked alignments across our organization has had a powerful impact on our success. I am pleased to welcome Kevin into this new role as Chief People Officer.”

“The enthusiasm and innovation characterizing iPipeline’s unique culture were key factors leading me to accept this new role to advance the company’s transformative growth. My focus will be on selection, engagement and development of our people and continued improvement of our culture to make iPipeline a destination company for top performers,” said Kevin Baer, Chief People Officer, iPipeline. “I’m a huge believer in transforming the employee experience from ordinary to extraordinary to fuel growth and create a breakaway culture. I look forward to leading iPipeline’s people strategy throughout the next chapter of its growth.”

Prior to Mpact Leadership Coaching, Baer held key executive positions at Continental Airlines Travel University, Got-A-Job.com, Corestaff Staffing, and Sales Performance International. He earned a Bachelor of Education and Communications Degree at Indiana University of Pennsylvania and pursued post-graduate studies in communications at University of Pittsburgh.

To learn more about iPipeline’s innovative and transformative solutions for the Life Insurance and Financial Services industry, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of 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 150 carriers, 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 Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, 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

The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World

The dependency on paper and wet signatures has crippled business speed – and in some situations screeched it to a grinding halt. iPipeline’s 25 years of experience and proven technology in insurance and financial services has positioned them as an industry leader for a variety of straight through processing new business solutions, among them, e-Delivery and e-Signature. Raymond James and Lincoln Financial are two member organizations utilizing iPipeline software to drive their businesses forward – and they’re imploring others to do the same.

IRI hosted “The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World” on June 18, 2020. During this session, Jessica Brown, Assistant Vice President, Marketing, iPipeline, Brent Osborne, Vice President, Annuity CX, Lincoln Financial Group, Beth Maziad, Senior Vice President, Insurance Solutions Operations, Raymond James and Bill Hunter, Senior Vice President, Sales, iPipeline, tag teamed a discussion on the immediate impact of digitizing delivery and e-Signature, and the long-term strategies that they’re defining together to standardize our industry.

Pacific Life to Optimize Market Penetration with Next-Generation iPipeline/Atidot Analytics

Predictive Analytics Models Provide Real-Time Analysis of Impact from Product and Pricing Changes Based on Prior Sales

EXTON, (June 9, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Pacific Life has selected its InsureSight® case analytics, with Atidot’s predictive analytics models, to analyze the impact of product and pricing changes based on prior sales performance and industry data. The ability to predict future performance based on product selection, producer group, producer, location, demographic, and other critical factors will enable Pacific Life to adjust its product, pricing, or distribution strategy dynamically to optimize market penetration.

“Pacific Life is clearly stepping into the future of product design and pricing with the implementation of InsureSight case analytics and Atidot’s predictive analytics models. Based on the results, they will be able to optimize market penetration on demand,” said Larry Berran, CEO, iPipeline. “Our approach to predictive modeling is unique in that it leverages iPipeline’s independent channel data for competitive benchmarking, the most comprehensive and current private database in the industry. Insurers like Pacific Life can now gain newfound visibility and insights into the business it puts on the books and current market trends to drive their success and build market share.”

“Insurers need to implement next-gen solutions that enable them to immediately understand buyer and market dynamics. We live in a volatile environment and buying preferences can change overnight. By using our predictive analytics models together with iPipeline’s case analytics, Pacific Life will gain deep insight into the competitive carrier landscape,” said Dror Katzav, CEO and Co-Founder, Atidot. “Given the fallout from COVID-19, this solution is one of the best ways to navigate in real-time the uncertainty in today’s selling environment.”

“Given the current state and rapidly shifting buying trends, we were seeking a predictive analytics solution to help us drive future product performance in the marketplace with a high level of confidence. The iPipeline/Atidot predictive analytics models cover multiple dimensions of our business, and we expect this to provide valuable guidance immediately after implementation,” said Mary Bahna-Nolan, Senior Vice President, Head of Product Innovation and Strategy Life Insurance Division, Pacific Life. “We are excited about enriching our analytics with new, actionable insights to guide our decisions, minimize risk, and optimize efforts to grow our business while better serving the needs of our customers.”

For more information on how you can optimize use of iPipeline’s InsureSight case analytics with Atidot’s predictive analytics models to optimize market penetration in the current COVID-19 environment and its aftermath, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About Atidot
Atidot is an insurance technology company empowering the life insurance industry to become data-driven and optimize their book of business with big data solutions and predictive analytics. Founded by a team of data scientists and veteran actuaries, Atidot offers a cloud-based platform that provides data-driven insights to inform decision making, drive new business strategies, and create new revenue streams. Atidot works with leading life insurance and annuities providers to take control of their existing data to upgrade their risk modeling and to improve policyholder behavior prediction to improve sales, retention and in-force management. For more information, visit https://www.atidot.com/.

About iPipeline
iPipeline is a leading provider of 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 150 carriers, 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 Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, 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

The Right Mortgage & Protection Network selects iPipeline’s AlphaTrust e-Sign software to automate registration process

EXTON / CHELTENHAM UK, (May 28, 2020) – iPipeline® – a leading provider of digital solutions and services – today announced The Right Mortgage & Protection Network has adopted its document delivery and e-Sign solution, AlphaTrust®, to automate its member firm registration process.

The Right Mortgage & Protection Network is the first UK distribution network to adopt AlphaTrust e-Sign, which it will use to improve efficiency and turnaround times for new firm applications by replacing its current paper and wet signature registration process. It provides a rapid and secure process which allows full customisation of a business’s document delivery and e-Signature experience, helping turn inefficient, paper-based processes into fast, accurate and streamlined digitised workflows, making them faster and better controlled.

AlphaTrust e-Sign is a widely used e-sign and document process solution that enables automation ranging from simple send a document for signature to the most complex workflows. The solution, hosted in the cloud, is industry-compliant and securely digitises the creation of legally enforceable business records, providing real-time visibility from start-to-finish. Fully brandable, it will allow The Right Mortgage & Protection Network to provide its member firms with an efficient, seamless and safe journey. It also eliminates 3rd party risks by not exposing client data in documents typically routed to other e-signature vendors.

Ian Teague, UK Managing Director at iPipeline, said: “We are delighted that The Right Mortgage & Protection Network is the first UK distribution network to adopt AlphaTrust e-Sign. Automating its new member firm applications will transform its registration process by increasing efficiency and reducing costs. In a post COVID-19 world, we should be looking at all manual paper-based processes and question whether this is appropriate from a customer, business and social standpoint.”

Adam Stretton, Managing Director at The Right Mortgage & Protection Network, said: “We believe paper and wet signatures are obsolete tools for a modern network, so adopting iPipeline’s AlphaTrust e-Sign product means we are ahead of the industry curve. Not only will this product improve and speed up our business process, it will also help our member firms continue with business as usual amid the disruption caused by the COVID-19 pandemic.”

About iPipeline
iPipeline is a leading provider of global business intelligence, e-quote, e-application, policy delivery, e-signature and policy holder services. iPipeline’s SSG Digital® platform offers the broadest range of integrated and licensed solutions used by leading insurers/providers, distributors, and their agents and advisors. To learn how you can better use iPipeline’s industry-leading solutions to streamline and accelerate your business activities, visit us at www.ipipeline.com.

About The Right Mortgage & Protection Network
Founded in 2015, The Right Mortgage & Protection Network is a completely independent network for mortgage, protection, equity release and private healthcare advisers with over 480 active members, across over 235 member firms. The Right Group’s company brands also provide members access to wills, LPAs & estate planning, secured loans and conveyancing.

The Right Mortgage has been identified as one of London Stock Exchange Group’s 1000 Companies to Inspire Britain 2019. The report is a celebration of the UK’s fastest growing and most dynamic small and medium sized businesses (SMEs), with companies representing over 40 sectors and spanning every country and region across the UK.

Media Enquiries

Lisa Shea, Senior Events & Marketing Manager, 484-870-6234, lshea@ipipeline.com

Jenny Burt, Senior Marketing Manager, 01242 211726, jburt@ipipeline.com