Customer Interview: SFBLI - iPipeline

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Customer Portal

USA

Life & Annuities
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- Carriers
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  - Generate Instant Quotes & Illustrations
  - Automate & Streamline Applications
    - e-App | iGO®
    - Order Entry | AFFIRM® for Annuities
  - Accelerate Case Management & Underwriting
    - Underwriting & Case Management | Resonant®
    - Field Underwriting | XRAE®
  - Deliver Policies, Contracts & Documents
    - e-Delivery | DocFast®
  - Streamline Workflow for Agents & Advisors
    - Order Entry | AFFIRM® for Annuities
    - Track Carrier Status | OneView™
  - Leverage Data Analytics
    - Case Analytics | InsureSight®
  - e-Sign Documents Securely
    - e-Signature | AlphaTrust® e-Sign
- BGAs
  Click for more information
  - Generate Instant Quotes & Illustrations
    - Quoting | LifePipe
    - Quotes | iSolve®
  - Accelerate Case Management & Underwriting
    - Field Underwriting | XRAE®
  - Automate & Streamline Applications
    - e-App | iGO®
  - Streamline Workflow for Agents & Advisors
    - Agency Relationship Management | Agency Integrator
  - Monitor, Notify, & Fix Annuity Order Seamlessly
    - Track Carrier Status | OneView™
  - Deliver Policies, Contracts & Documents
    - e-Delivery | DocFast®
  - Leverage Data Analytics
    - Case Analytics | InsureSight®
- Financial Institutions
  Click for more information
  - Streamline Order Entry
    - Order Entry | AFFIRM® for Annuities
    - Order Entry | AFFIRM® for Life
  - Deliver Policies, Contracts & Documents
    - e-Delivery | DocFast®
  - Optimize Workflow for Financial Institutions
  - Leverage Data Analytics
    - Case Analytics | InsureSight®
Wealth Management
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- Broker-Dealers
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  - Brokerage (Securities)
    - Onboarding | IFS Onboarding
    - Transitions | IFS Transitions
  - Advisory (Securities)
    - Onboarding | IFS Onboarding
    - Transitions | IFS Transitions
  - Direct to Fund Companies (Securities)
    - Financial Forms | Laser App
    - e-Signature | AlphaTrust® e-Sign
  - Annuities (Insurance)
    - Order Entry & Suitability | AFFIRM® for Annuities
    - e-Delivery | DocFast®
  - Life (Insurance)
- RIAs
  Click for more information
  - Financial Forms | Laser App
- Fund Companies
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  - Financial Forms | Laser App
  - e-Signature | AlphaTrust® e-Sign
Evolve Platform
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Product Directory
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Resources
About Us
Current Customers

Book a Call

USA

SOLUTIONS
- Life & Annuities
  Click for more information
  - Carriers
    Click for more information
    - Generate Instant Quotes & Illustrations
      
      Illustrations | iPipeline Illustrations & WELiS®
      Quotes | LifePipe
      Quotes | iSolve®
    - Automate & Streamline Applications
      
      e-App | iGO®
      Order Entry | AFFIRM® for Annuities
    - Accelerate Case Management & Underwriting
      
      Underwriting & Case Management | Resonant®
      Field Underwriting | XRAE®
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Streamline Workflow for Agents & Advisors
      
      Order Entry | AFFIRM® for Annuities
      Track Carrier Status | OneView™
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
    - e-Sign Documents Securely
      
      e-Signature | AlphaTrust® e-Sign
  - BGAs
    Click for more information
    - Generate Instant Quotes & Illustrations
      
      Quoting | LifePipe
      Quotes | iSolve®
    - Accelerate Case Management & Underwriting
      
      Field Underwriting | XRAE®
    - Automate & Streamline Applications
      
      e-App | iGO®
    - Streamline Workflow for Agents & Advisors
      
      Agency Relationship Management | Agency Integrator
    - Monitor, Notify, & Fix Annuity Order Seamlessly
      
      Track Carrier Status | OneView™
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
  - Financial Institutions
    Click for more information
    - Streamline Order Entry
      
      Order Entry | AFFIRM® for Annuities
      Order Entry | AFFIRM® for Life
    - Deliver Policies, Contracts & Documents
      
      e-Delivery | DocFast®
    - Optimize Workflow for Financial Institutions
      
      Order Entry | AFFIRM® for Annuities
      Order Entry | AFFIRM® for Life
      Track Carrier Status | OneView™
      Client Onboarding | IFS Onboarding
      Transitions | IFS Transitions
    - Leverage Data Analytics
      
      Case Analytics | InsureSight®
- Wealth Management
  Click for more information
  - Broker-Dealers
    Click for more information
    - Brokerage (Securities)
      
      Onboarding | IFS Onboarding
      Transitions | IFS Transitions
    - Advisory (Securities)
      
      Onboarding | IFS Onboarding
      Transitions | IFS Transitions
    - Direct to Fund Companies (Securities)
      
      Financial Forms | Laser App
      e-Signature | AlphaTrust® e-Sign
    - Annuities (Insurance)
      
      Order Entry & Suitability | AFFIRM® for Annuities
      e-Delivery | DocFast®
    - Life (Insurance)
      
      Order Entry | iGO®
      Suitability | AFFIRM® for Life
      Agency Relationship Management | Agency Integrator
  - RIAs
    Click for more information
    - Financial Forms | Laser App
  - Fund Companies
    Click for more information
    - Financial Forms | Laser App
    - e-Signature | AlphaTrust® e-Sign
- Evolve Platform
  Click for more information
- Product Directory
  Click for more information

Resources
About Us
Current Customers

Customer Interview: SFBLI

CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign

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