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AFFIRM for Life

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C D F A

AFFIRM for Life is a wizard-based, collaborative selling and processing solution, designed to escort advisors throughout the entire life insurance selling process while providing a high-level of interaction with the carriers and BGAs who support their selling activities. AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. 

Features

  • Customized workflows and suitability reviews
  • Full end-to-end set of integrated components (quoting, illustrations, forms, e-app, reporting, e-delivery, and more)
  • Real-time status updates
  • e-Signature options

Benefits

  • Supports collaborative selling model for life insurance products
  • 100% in good order application submissions
  • Straight-through processing with standards-based integration
  • Decreases cycle time to policy issuance
  • Supports FINRA, SEC and state compliance

Related Software

iPipeline's tools integrate effortlessly with AFFIRM for Life. For more details on our most popular product integrations, visit the following product pages:

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