Tag: AlphaTrust

John Hancock Integrates With iPipeline’s iGO Application Solution to Streamline Sales and Improve Customer Experience

Written by iPipeline on . Posted in Press & News.

Enhanced Platform to Increase Sales Efficiency and Offer Access to Instant Underwriting Decisions

Exton, PA (July 21, 2021) – iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced John Hancock has implemented a fully digital version of iGO® e-App, including Client Collaboration with AlphaTrust® e-Signature, to accelerate the life insurance application process. This new, modern approach can dramatically reduce the life insurance sales cycle and offers a less intrusive way to collect medical history data with required signatures. Some clients may even receive an “instant” underwriting decision via John Hancock ExpressTrack®, the company’s accelerated underwriting process.1

“Client collaboration has long been a primary focus for iPipeline as we see the speed-to-coverage advantages being top of mind for most customers. Whatever can be done to make application completion and the collection of personal/medical data easier can drastically improve the overall customer experience,” said Larry Berran, CEO, iPipeline. “The COVID-19 pandemic has prompted progressively minded carriers and their agents to seek efficient ways of doing business in a contactless selling environment. John Hancock’s decision to integrate with our platform demonstrates their commitment to accelerating the application and underwriting process at a time when traditional processing methods can lead to extensive delays.”

“At John Hancock, we are on a journey to reinvent the life insurance purchase process and are working in lock-step with like-minded innovative technology companies to make it happen. This collaboration with iPipeline is the latest effort to provide our distribution partners with next-generation sales tools to streamline the completion of applications,” said Linda Levyne, Senior Vice President/Head of Sales, John Hancock Insurance. “This is the level of service our partners and customers demand, and we are excited to provide them with an easy and convenient submission method at a time when so many are seeking protection.”

To learn more about iPipeline’s innovations in client collaboration, click here, contact sales@ipipeline.com or call 1-800-758-0824, option 2. If you’re an existing iPipeline customer, turn on John Hancock’s “Term e-Application” and “Permanent e-Application” in iService to start taking advantage today.

  1. Consumers, 18-60, submitting an application via iPipeline’s iGO e-App, and applying for single-life coverage up to $3 million are eligible for the ExpressTrack process, with an opportunity for certain applicants to obtain an “instant” underwriting decision. Policy issuance is not guaranteed as any life insurance purchase is subject to completion of an application, including health questions, and underwriting approval. John Hancock will obtain additional information, including but not limited to medical records, to evaluate your application for insurance; and after your policy is issued, to identify any misrepresentation in the application. The ExpressTrack process is not available in New York.
Linda Levyne, Senior VP/Head of Sales, John Hancock

About John Hancock and Manulife
John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.0 trillion) as of March 31, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.

Insurance policies and/or associated riders and features may not be available in all states. Insurance products are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY062221598-1

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

For John Hancock:
Ana Senior
Head of John Hancock Public Relations
asenior@johnhancock.com
857-272-0020

Robots Take Over Illustrations- Humans in Awe!

Written by Bill Atlee on . Posted in Thought Leadership.

Picture This…

Your broker is flipping through multiple illustrations with their client- you emailed them a dozen scenarios to keep them prepared. Right in the middle of their discussion, out of the blue, the client reveals they have high blood pressure. They also think the premiums are too high, the face amount is wrong, and the payment lengths need shortening. Unfortunately, in that instant, your broker has no access to carrier software or WiFi.

The broker stays cool, breaking out their smartphone, and within 30 seconds they’ve got side-by-side comparisons of the new numbers for their client. With the tap of a button, the compliant illustration pops up on their screen. They flip their phone on its side, and the client e-Signs with their finger. An automated email copy is sent to them instantly for their records. Another tap on “Apply”, and the illustration data pre-populates to the application.

Boom. Your broker just made a sale. They didn’t panic. They have iSolve®.

With iSolve, they can:

  • Instantly respond with 40 million pre-run quotes
  • Eliminate complicated carrier illustration software
  • Reduce wait times to zero for illustration requests
  • Enable easy, side-by-side carrier comparisons
  • Have access for both Brokers and back office staff
  • Have a mobile friendly, WiFi independent experience
  • Provide multi carrier compliant illustrations on-demand
  • Allow clients to e-Sign illustrations in seconds
  • Pre-populate illustrations in iGO® e-App

Crystal Balls: Are They Ever Right?

Few people buy without some insight into the associated price, and agents know that selling insurance is no exception. Clients often demand to be shown various premiums and coverage options before signing an insurance application.
The challenge is most agents rarely know a client’s true premium tolerance or their medical background at that early stage of the selling process. Client unknowns can create significant variance in the cost of coverage and are typically not discovered until the underwriting stage is complete, thus requiring additional re-proposals.

Further complicating the selling process is the fact that illustrations are simply projections into financial futures, and the outcomes are rarely perfect. Agents attempt to show their clients this imperfect ‘crystal ball’ through varying illustrative outcomes.

Like Hitting a Wiffleball in the Wind

Client curveballs can be tricky. In order to handle all the unexpected ‘what if?’ scenarios, producers pre-run countless illustrations in advance of a client meeting hoping to avoid potential objections that could prevent a sale. This exhaustive quoting process is a producer’s only hope to get a hit with their potential client.

Same Dog, Same Tricks

Unlike the above situation, in the independent brokerage channel, brokers have no access to carrier illustration software. Their reliance is on their distributor’s back office staff to run illustration scenarios for them, providing the PDF outputs by email. This creates a back-and-forth ritual that takes hours, if not days, leaving everyone frustrated. So, can the industry be taught a new trick?

Tom Sawyer, the Producer, Passes the Paint Brush

Each carrier within the brokerage channel has their own custom illustration software, and these platforms are super complex and confusing. It’s not practical to try and teach individual brokers how to run their own illustrations on them.

Because of this, quoting aggregation tools like Winflex, Lifetrends, and Ensight were developed, with the intention of making quoting easier. But they were designed only for back office staff, and producers didn’t have access to them. The result? Agents are receiving daily emails from their distributors, requiring them to wade through pages upon pages of PDF attachments. Even worse, a third of these agents re-contact their distributors to request further tweaks to the proposals.

It’s an inefficient process: someone needs to put a fresh coat of paint on this fence for the producers.

iSolve: The Game Changer

iSolve does what no other software can: creates a digital, end-to-end experience that enables agents to quote and apply faster by avoiding the complications associated with traditional illustrations. iSolve is quite simply the fastest illustration tool they’ll ever use. Why? Because robots have been taught how to run illustrations, which avoids clumsy PDFs and provides instant responses with 40 million pre-run illustrations. Watch the webcast today or schedule a demo to learn more!

Schedule a Demo
Watch the Webcast

Robots Take Over Illustrations- Humans In Awe!

Written by iPipeline on . Posted in Webcasts & Videos.

Quote | Illustrate | e-Sign | Apply

Presenter: Bill Atlee, Founder & Chief Innovation Officer, iPipeline

Schedule a Demo

Imagine if robots could handle 80% of the countless illustrations requests that come from brokers daily. Well, it’s not some cyber fantasy. iPipeline’s iSolve® robots pre-run 40 million illustrations a month to help you avoid illustration nightmares. Brokers can manipulate these solves without ever learning carrier software, have an illustration seamlessly e-Signed, or sweep it into iGO® e-App for completion. 

Let’s face it: illustrations as they exist today only output PDFs. That output stinks. It handcuffs your brokers. Why? If the illustration numbers don’t jive with their client, they call you back for more re-proposals. Even if the numbers are solid, they can’t execute the sale without printing and wet signing an illustration (Does anyone even own printers anymore?).

Isn’t it time that illustrations experience an innovative breakthrough? Join Bill Atlee, Founder and Chief Innovation Officer, as he walks you through our newly enhanced version of iSolve and how to:

  • Instantly retrieve multi-carrier comparisons (GUL, CAUL, IUL)
  • Reduce running illustrations by 80%
  • Rarely access Winflex, Ensight, LifeTrends or carrier software
  • Shift 71% of illustration quoting to your brokers
  • Collapse 18.9 days off of wet signing an illustration
  • Pre-populate iGO e-App, e-Sign and submit

Northern Digital Automates Workflow and e-Signature With AlphaTrust e-Sign

Written by iPipeline on . Posted in Press & News.

Next-Gen Product Powers Contactless Workflow Management and e-Signature in COVID-19 Environment

Exton, PA (October 7, 2020) – AlphaTrust® Corporation, a wholly-owned subsidiary of iPipeline® and leading provider of white-labeled electronic signature and workflow solutions, today announced Northern Digital Inc.® (NDI) a global leading innovator and manufacturer of advanced 3D measurement technology systems, with over 45,000 installations worldwide, has selected AlphaTrust e-Sign to automate the routing of Non-Disclosure Agreements (NDA) to clients and suppliers for review and e-Signature. As a special feature, when the terms of a specific NDA are being negotiated and result in changes, the signature block area at the bottom of the document is maintained for completion throughout the process.

“The routing of one critical document to many individuals for review, modification, and approval by signature can be a major challenge, particularly in today’s COVID-19 environment. When faced with sending out a large quantity of NDAs to a variety of companies for review, the potential for the process to stall or for documents to be misplaced is great. This typically results in undesirable delays, resending documents, and a protracted sales process,” said Larry Berran, CEO, iPipeline and AlphaTrust. “AlphaTrust e-Sign has been designed to enable clients to predefine a workflow and then automatically route disparate documents to multiple parties for reviews and modifications during negotiations. User-defined rules power AlphaTrust, making it much more than a typical e-Signature solution. We are enabling companies to adjust to today’s challenges in the contactless environment and are pleased NDI is reaping value from this product.”

“With 45,000 installations of our 3D measurement technology system deployed worldwide and a large quantity of NDAs being sent to clients and suppliers for review and acceptance, it was essential for us to implement a product to automate how we manage the process and capture signatures. We needed more than a typical e-Signature product and something to automate workflows,” said Dave Rath, President, NDI. “AlphaTrust e-Sign was rapidly installed and once our workflow rules were defined, we put the product to work in our NDA reviews. We have noticed a marked improvement in the speed of execution for NDAs undergoing rigorous reviews for acceptance and signature. The beauty of the brandable product is that it enables all of this to be done remotely and without contact, and the signature block remains consistent throughout the process. Notifications are sent out to all parties upon completion of the process. We are currently exploring additional ways to diversify the use of AlphaTrust e-Sign at NDI.”

About Northern Digital Inc.
NDI is a global leading innovator and manufacturer of advanced 3D measurement technology systems, with over 45,000 installations worldwide. For over 35 years, our optical measurement and electromagnetic tracking solutions have been trusted by the world’s foremost organizations and institutes in medicine, industry, simulation, and academia. From image-guided surgery to aeronautics; from quality assurance to biomechanics research, NDI solutions are used whenever best-in-class measurement accuracy and reliability are required. Visit https://www.ndigital.com/.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com/.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

Professional Advantage Selects AlphaTrust for Integration Into 1Staff

Written by iPipeline on . Posted in Press & News.

AlphaTrust Capabilities Range from Present-and-Sign to Multi-Document, Multi-Party Transactions

DALLAS, TEXAS (September 1, 2020) – AlphaTrust® Corporation, a subsidiary of iPipeline® and leading provider of white-labeled electronic signature solutions, today announced a partnership with Professional Advantage Ltd., a global software and service provider for mid-sized organizations. Under the agreement, Professional Advantage will incorporate the entire AlphaTrust e-Sign platform seamlessly into their 1Staff staffing and recruitment solution to create an immersive, easy-to-use, digital client experience.

1Staff from Professional Advantage is an end-to-end staffing solution underpinned by the Microsoft® Dynamics 365 platform. From business planning to budget tracking, marketing and lead generation through customer engagement, applicant tracking through compliance and onboarding, time capture, bill & pay through to full ERP financials, 1Staff delivers staffing organizations 360-degree control and visibility from start to finish.

“The AlphaTrust value proposition is to enable leading software companies to add document finalization processing to their existing solutions. The real value is tied to creating an easy-to-use customer experience that is often lost with external and cumbersome bolt-on solutions,” said Larry Berran, CEO, iPipeline and AlphaTrust. “By integrating e-Signature into the app, 3rd party risks are eliminated because customer data is not being exposed in documents routed to an e-Sign vendor. Professional Advantage is an ideal client for AlphaTrust, and we are looking forward to enhancing their already highly valuable staffing platform.”

“We are always looking for ways to improve the overall user experience and increase value to our clients. Embedding AlphaTrust e-Sign into our technology stack is a major step forward,” commented Derek Rippingale, President, Professional Advantage. “AlphaTrust has a superb OEM business model that enables us to increase our clients’ productivity and add value to our brand by using their well-experienced and credentialled electronic signature solutions.”

AlphaTrust e-Sign’s capabilities range from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants, allowing it to enable 1Staff to be more valuable to its user community.

About Professional Advantage
Professional Advantage specializes in providing staffing solutions and other industry and process focused extensions to the Microsoft Dynamics and Infor platforms. For more information about 1Staff from Professional Advantage, visit https://www.go1staff.com.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

For Professional Advantage:
Kristin Moreland
Kristin.Moreland@profad.com
701-551-2909

WoodmenLife Overcomes COVID-19 Obstacles to Facilitate Policy Delivery with iPipeline’s AlphaTrust e-Sign

Written by iPipeline on . Posted in Press & News.

Rapid e-Sign Deployment Enables Signatures to Be Secured to Complete Issuance and Policy Delivery

EXTON, PA (July 21, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced WoodmenLife, a not-for-profit fraternal benefit society, has implemented iPipeline’s AlphaTrust® e-Sign product to remotely secure mandatory signatures to complete issuance and delivery of life insurance policies. The decision to deploy AlphaTrust e-Sign was based on iPipeline’s ability to execute an extremely rapid deployment to overcome obstacles imposed by the COVID-19 pandemic. AlphaTrust is a brandable and cost-competitive e-Signature product that works on a stand-alone basis or seamlessly with other iPipeline products such as iGO® e-App and DocFast® e-Delivery.

“The COVID-19 outbreak has elevated digital initiatives to an imperative level for the life insurance industry. Simple tasks such as meeting with a client to review documents and secure signatures have become major roadblocks to policy issuance and delivery. Our AlphaTrust e-Sign product is enabling our customers to break through these obstacles,” said Larry Berran, CEO, iPipeline. “iPipeline’s focus is and always has been to provide customers with innovative solutions to streamline and accelerate business processes. WoodmenLife is an example of a leader who has elevated the implementation of digital and analytic initiatives to the highest level to support the needs of their agents and customers. Insurers have no time to lose and everything to gain by advancing the capabilities of their platforms now.”

“WoodmenLife’s mission is to protect the financial futures of the families we serve. During these most challenging days, we want to assure our customers that they can count on us in every way without feeling obligated to leave the safety of their homes. We also want our agents to have the ability to effectively execute remote selling activities and avoid face-to-face engagement. iPipeline’s e-Signature product has given us a way to digitally break through obstacles to conduct our business activities,” said Denise McCauley, EVP and COO, WoodmenLife. “We have a history of making investments to fulfill our digital initiatives, and the value in this approach has become readily recognizable given the current state. iPipeline’s extreme responsiveness and rapid implementation of AlphaTrust e-Sign has strengthened our business continuity and is enabling us to meet the needs of our agents and the families we serve.”

Disjointed digital initiatives are a thing of the past. iPipeline’s end-to-end/quote-to-claim SSG Digital® core platform is designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in-force management tasks to achieve desirable business outcomes. For more information about our solutions, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About WoodmenLife
WoodmenLife (officially Woodmen of the World Life Insurance Society) is a not-for-profit fraternal benefit society founded in 1890, based in Omaha, Nebraska, United States, that operates a large privately held insurance company for its members. WoodmenLife has been awarded a rating of A+, the second highest ranking out of 15, for its financial strength and operating performance by A.M. Best. Visit www.woodmenlife.org.

About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

iPipeline Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform

Written by iPipeline on . Posted in Press & News.

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 integration of AlphaTrust® e-Sign into the AFFIRM® order entry system used by the nation’s most respected financial institutions and their advisors. The integration enables advisors to overcome remote selling obstacles and rapidly secure electronic signatures to accelerate 1035 exchanges and other transactions in today’s COVID-19 selling environment. The integration is immediately available for purchase by all AFFIRM customers.

“The impact from the COVID-19 pandemic has rippled throughout the entire financial services industry. Advisors have been challenged in this contactless environment to execute their 1035 exchanges and other transactions, all of which require client signatures. Advisors are particularly in need of technologies that simplify and improve the customer experience,” said Larry Berran, CEO, iPipeline. “At the onset of the pandemic, we rallied to bring e-Signature and e-Delivery to all of our customers to enable them to continue their business cadence. We are pleased to offer our AFFIRM customers the AlphaTrust e-Sign integration to remove obstacles and increase customer satisfaction.”

“Business priorities have clearly shifted. Top executives are less focused on speed-to-market initiatives and more on recovery as they are concerned about sustainability. According to a recent Novarica survey, 65% of life insurers have been forced to prioritize digital initiatives to optimize business performance because of stay-at-home measures. e-Signature is a critical component in a well-thought out digital strategy,” said Tom Benton, Vice President Research and Consulting, Novarica. “While cost reductions are on the list of priorities, we are not seeing large budget cuts as they pertain to technologies. Technology providers who are integrating capabilities such as e-Signature into their products are positioned appropriately at this time to enable customers to reap the benefits of digitization.”

AlphaTrust e-Sign is a fully brandable, highly secure e-Signature product. It enables advisors using AFFIRM for Annuities to remotely secure signatures to expedite 1035 exchanges and other financial transactions while satisfying client expectations for a contactless experience. For more information about the AlphaTrust e-Sign and AFFIRM integration, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

OrthoBanc Reveals Why e-Signature Is a Key Differentiator for Their OEM Business

Written by iPipeline on . Posted in Webcasts & Videos.

A Discussion with the COO of OrthoBanc, Tina Mead, veteran in executive leadership. Tina discusses how they are utilizing AlphaTrust® e-Sign in their organization to enhance their customer offering and give them a competitive advantage. She also shares details about the multi-functionality that a white label e-Signature solution can provide, with examples of how they are using it to innovate.

You will learn:

  • How AlphaTrust is enabling OrthoBanc to achieve outstanding customer service objectives during the COVID-19 pandemic.
  • How e-Signature has enabled an all new automated, frictionless, seamless process.
  • About the advantages of implementing AlphaTrust e-Sign, a fully brandable and secure product, versus other market-leading products.

Bill Brice, EVP of e-Signature and Founder of AlphaTrust, an iPipeline company, also joined the discussion during this special live event.

The Right Mortgage & Protection Network selects iPipeline’s AlphaTrust e-Sign software to automate registration process

Written by iPipeline on . Posted in Press & News.

EXTON / CHELTENHAM UK, (May 28, 2020) – iPipeline® – a leading provider of digital solutions and services – today announced The Right Mortgage & Protection Network has adopted its document delivery and e-Sign solution, AlphaTrust®, to automate its member firm registration process.

The Right Mortgage & Protection Network is the first UK distribution network to adopt AlphaTrust e-Sign, which it will use to improve efficiency and turnaround times for new firm applications by replacing its current paper and wet signature registration process. It provides a rapid and secure process which allows full customisation of a business’s document delivery and e-Signature experience, helping turn inefficient, paper-based processes into fast, accurate and streamlined digitised workflows, making them faster and better controlled.

AlphaTrust e-Sign is a widely used e-sign and document process solution that enables automation ranging from simple send a document for signature to the most complex workflows. The solution, hosted in the cloud, is industry-compliant and securely digitises the creation of legally enforceable business records, providing real-time visibility from start-to-finish. Fully brandable, it will allow The Right Mortgage & Protection Network to provide its member firms with an efficient, seamless and safe journey. It also eliminates 3rd party risks by not exposing client data in documents typically routed to other e-signature vendors.

Ian Teague, UK Managing Director at iPipeline, said: “We are delighted that The Right Mortgage & Protection Network is the first UK distribution network to adopt AlphaTrust e-Sign. Automating its new member firm applications will transform its registration process by increasing efficiency and reducing costs. In a post COVID-19 world, we should be looking at all manual paper-based processes and question whether this is appropriate from a customer, business and social standpoint.”

Adam Stretton, Managing Director at The Right Mortgage & Protection Network, said: “We believe paper and wet signatures are obsolete tools for a modern network, so adopting iPipeline’s AlphaTrust e-Sign product means we are ahead of the industry curve. Not only will this product improve and speed up our business process, it will also help our member firms continue with business as usual amid the disruption caused by the COVID-19 pandemic.”

About iPipeline
iPipeline is a leading provider of global business intelligence, e-quote, e-application, policy delivery, e-signature and policy holder services. iPipeline’s SSG Digital® platform offers the broadest range of integrated and licensed solutions used by leading insurers/providers, distributors, and their agents and advisors. To learn how you can better use iPipeline’s industry-leading solutions to streamline and accelerate your business activities, visit us at www.ipipeline.com.

About The Right Mortgage & Protection Network
Founded in 2015, The Right Mortgage & Protection Network is a completely independent network for mortgage, protection, equity release and private healthcare advisers with over 480 active members, across over 235 member firms. The Right Group’s company brands also provide members access to wills, LPAs & estate planning, secured loans and conveyancing.

The Right Mortgage has been identified as one of London Stock Exchange Group’s 1000 Companies to Inspire Britain 2019. The report is a celebration of the UK’s fastest growing and most dynamic small and medium sized businesses (SMEs), with companies representing over 40 sectors and spanning every country and region across the UK.

Media Enquiries

Lisa Shea, Senior Events & Marketing Manager, 484-870-6234, lshea@ipipeline.com

Jenny Burt, Senior Marketing Manager, 01242 211726, jburt@ipipeline.com


Southern Farm Bureau Life Enhances Customer Policy Servicing Experience with AlphaTrust e-Sign from iPipeline

Written by iPipeline on . Posted in Press & News.

EXTON, PA (May 29, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Southern Farm Bureau Life (SFBL) is enhancing the customer experience for policy servicing with the integration of AlphaTrust e-Sign into their business platform. The decision to implement AlphaTrust e-Sign was based on the customer’s ability to e-Sign with greater security within SFBL’s platform versus a 3rd party website, automatic signature notifications, private labeling, and price competitiveness.

“Despite what many may think, all e-Signature products are not created equal.One of the barriers to customer adoption is leaving the security of the carrier’s website to e-Sign at a 3rd party destination. This kind of experience can create security concerns for customers,” said Tim Wallace, CEO, iPipeline. “AlphaTrust e-Sign has an outstanding API, and we fully embed e-Sign within the carrier’s site. We also do not force co-branding on our customers and recognize their need to uniquely brand the e-Sign experience. All these capabilities add up to make AlphaTrust e-Sign a highly attractive and competitive product in today’s marketplace.We are pleased SFBL is trusting us with this vital part of their customer policy servicing experience.”

“The AlphaTrust e-Sign integration resulted in unexpected advantages for us.We rapidly realized most of our customers wanted to e-Sign in face-to-face meetings. This accelerated our straight-through processing by eliminating signature delays and streamlining policy servicing—a win-win for us and our customers,” said Charlie Allen, CTO, Southern Farm Bureau Life. “The automatic generation of e-Sign notifications is another plus for us. It notifies us when all parties have completed their signatures and eliminates a manually executed verification process. Having AlphaTrust e-Sign integrated into our platform is a big plus for us. We have substantially improved our customer journey and anticipate extending the value of AlphaTrust e-Sign throughout our selling and servicing process.”

iPipeline’s SSG Digital core platform is designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in-force management tasks to achieve desirable business outcomes. For assistance in reimagining how your organization does business and achieving a competitive advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Southern Farm Bureau Life

Southern Farm Bureau Life Insurance Company, chartered in 1946, began operations January 2, 1947, as a capital stock life insurance company. Today our organization has branched into cities and towns all over the South. As a result of our dedication to quality service, Southern Farm Bureau Life Insurance has grown in strength and stability. Visit www.sfbli.com.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by more than 135 carriers, 1,350 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

For iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

iPipeline’s e-Sign Strategy & Customer Insights on the Benefits of e-Signature

Written by iPipeline on . Posted in Webcasts & Videos.

Join Bill Brice, VP e-Signature, iPipeline, and Suzette Godwin Romer, Sr. Director of Sales Operations, ADP Worldwide Sales Operations/Automation, to explore iPipeline’s e-Sign integration strategy for iGO and DocFast and to gain a customer perspective on how AlphaTrust e-Sign is enabling ADP to more efficiently execute business across multiple distribution channels.

After a decade of use, ADP shares how they leveraged AlphaTrust e-Signature to digitally transform their business. More than 700,000 customers in 113 countries working in companies of all types and sizes rely on ADP cloud software and expert insights to help unlock the potential of their people.

ADP was an early adopter of iPipeline’s AlphaTrust e-Sign product. Join Bill and Suzette as they explore how they have implemented e-Signature to automate their critical business processes, cut costs, and achieve new efficiencies.

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