Thought Leadership

Our New Reality: Planning For Our Future

Jessica Brown
‘Business As Usual’ is a sentiment of the past. We’re now facing, responding to, and planning for our future—the new reality is here. At iPipeline, we are in business, up and running 100%. We h…

Five Mistakes Agents Make with Permanent Quoting

Bill Atlee
Agents need to be able to react to client pricing objections in the field. But let’s face it- lugging a laptop out to a client meeting is clumsy, and distracting when trying to present. Not to men…

When Was the Last Time You Gave an Inforce Illustration to Your Policyholders? It’s Time.

Bill Atlee
Carriers Are Feeling the Impact of Negative Interest Rates Without a doubt, carriers are under enormous pressure to maintain profitability in a low interest rate environment. Historically low i…

Larry Berran to Headline at NAILBA 38

iPipeline
For the past decade in the life insurance & annuities marketplace, growth has been hard to come by. Technology is playing an increasingly important role in the re-imagination of how the indust…

Bill Atlee Featured on Bill Levinson Podcast

iPipeline
We are delighted to have our Founder and Chief Strategy Officer, Bill Atlee featured on a recent episode of the Bill Levinson Experience – an Insurance, Sales, Business and Marketing focused…

The Value of Data During Difficult Conversations

Todd Gaucker
“I need a new case manager, this just isn’t working out”— how many times as a BGA has this topic, or some iteration of it, come up in your organization? Probably too many times to even think about…

How Our Robots Ran 30 Million Illustrations in 24 Hours

Bill Atlee
Last year, our industry ran 400 million illustrations for permanent life insurance, 95% of which ended up in the trash can. Agents and their back-office staff wasted thousands of man-hours a week …

Connections 2019: More Than a User Conference

Brittany Fish
For those of you that are just hearing of Connections for the first time, technically speaking, it is a User Conference. But I’m hard-pressed to categorize it that way because it really is so much…

The Secret to Increasing Agent Adoption of e-Apps

Bill Atlee
There’s no sense in sugar-coating it, paper applications are a huge impediment to digitizing the insurance industry. To reach the level of modernization taking place in other verticals, it’s criti…