AFFIRM® for Annuities
Advisor Group Selects iPipeline® Order Entry Technology to Streamline Annuities for Financial Professionals
iPipeline Ecosystem’s Solutions Create Operational and Supervisory Efficiencies to Simplify the Processof Helping Clients Benefit from Annuities EXTON, PA—March 9, 2023—iPipeline® announces that Advisor Group, the nation’s largest network of independent wealth management firms, has chosen to harness iPipeline’s AFFIRM® for…
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…
iPipeline Partners with FIDx to Provide AFFIRM Order Entry Capabilities to Users of Insurance Exchange (Ix)
EXTON, PA – September 25, 2019 – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced a partnership with Fiduciary Exchange, LLC (FIDx) that integrates AFFIRM for Annuities order entry product with…
iPipeline Reports $31 Billion in Annuity Transactions Processing for 2018
EXTON, PA (January 15, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced a record increase in the number of annuity transactions processed using their AFFIRM for Annuities…
BCS Insurance Agency to Offer Annuities through Four Seasons Financial Using iPipeline’s Multicarrier Platform
EXTON, PA (September 11, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced BCS Insurance Agency (BCSIA) will offer fixed and fixed indexed annuity products through Four Seasons…
DocFast®
How to Make Your Business More Customer Centric with e-Delivery
We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model. But what does that mean? When asked, one customer…
Pekin Life Advances Digital Strategy by Accelerating Policy and Requirements Delivery With iPipeline
Exton, PA (July 20th, 2021) – e-Delivery Modernization Circumvents Delays Caused by the Impact of COVID-19 on Traditional Delivery Methods
The Sagicor Life Insurance Company Customer Experience
Sagicor’s story of process improvement has resulted in higher placement ratios and increased BGA engagement
Lafayette Life Enhances Customer Experience with iPipeline’s e-Delivery Product
EXTON, PA (July 15th, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced The Lafayette Life Insurance Company, a Cincinnati-based provider of life, annuity, retirement and pension products, has…
Pekin Life Insurance Innovates with iPipeline’s Underwriting and e-Delivery Solutions to Power Core New Business Platform
EXTON, PA (May 7, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Pekin Life Insurance is innovating with Resonant® for new business and underwriting and DocFast® for…
iGO®
iGO Product Update – January 2021
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.
iGO Product Update – October 2020
Please take a look at our new enhancements including the addition of a custom header and footer for Client Collaboration and performance improvements when duplicating a Direct to Consumer application for completion in a call center. There are also a few minor fixes to improve consistency, as described below.
iGO Product Update – January 2021
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.
iGO Product Update – October 2020
Please take a look at our new enhancements including the addition of a custom header and footer for Client Collaboration and performance improvements when duplicating a Direct to Consumer application for completion in a call center. There are also a few minor fixes to improve consistency, as described below.
iGO Product Update – October 2020
Please take a look at our new enhancements including the addition of a custom header and footer for Client Collaboration and performance improvements when duplicating a Direct to Consumer application for completion in a call center. There are also a few minor fixes to improve consistency, as described below.