Can you predict how much premium you’ll bring in this year?

Give yourself an edge over your competition and explore 5 ways to improve your placement ratio. Imagine what insights you could have with InsureSight.
Blogs
https://www.youtube.com/watch?v=T4jV0rJ0jpg
Equip Yourself with Insights

Here’s how Advisors Excel increased their premium by $1.2M in 12 months…

  • They know when their case managers haven’t touched the case in 4 days
  • They know when trending business begins to decline – so they can quickly investigate and take real-time action
  • They know what their real cycle time is with carriers
  • They know which 3 agents slowed their average cycle time down by 5 days last quarter

Advisors Excel can analyze life insurance annuity cases, quotes, and e-Apps – faster and easier – by integrating iPipeline’s InsureSight Data Factory, powered by data cloud company Snowflake, with their customer relationship management (CRM) system to obtain streamlined data.

Give Yourself an Edge Over Your Competition and Explore 5 Ways to Improve Your Placement Ratio

Imagine what insights you could have with InsureSight…

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iPipeline
August 9, 2022
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BGA Buzz
BGA Buzz
BGA Buzz: Q4 2023 Issue
NAILBA 42 iPipeline has a long history of attending NAILBA and we enjoy getting to see each of you at this conference every year. In the past, we have held a user group meeting at NAILBA each year, but we are switching things up this year! We want to encourage you to attend our Solution Session,
By iPipeline
December 7, 2023
Blogs
Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
By iPipeline
June 8, 2023
Blogs
Blogs
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As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
By iPipeline
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