Tag: COVID-19

iPipeline Expands Product Management Group With Appointment of Industry Veteran Roy Goodart

iPipeline

Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers, and the Direct-to-Consumer Digital Experience

EXTON, PA (August 4, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Roy Goodart as VP of Product Management. A 20-year veteran with a record of success in managing SaaS and business process automation platforms for the life insurance and financial services industry, Goodart comes to iPipeline from Paperless Solutions Group, where he served as Chief of Product and Customer Success. In his new role at iPipeline, he will be responsible for implementing his vision for the enhancement of the SSG Digital® Platform and Direct-to-Consumer (DTC) solutions, as well as executing the company’s overall product strategy to fulfill customers’ digital initiatives.

“We have been re-thinking our approach to our solutions given the impact of the COVID pandemic. As part of our initiative to accelerate the pace of digital transformation we have decided to add multiple additional senior leaders and top talent to our Product organization. We are happy to welcome Roy Goodart back to iPipeline to drive a seamless digital experience for consumers, agents, and advisors,” said Larry Berran, CEO, iPipeline. “We are looking to double down on our investment in this space and Roy has a track record of producing innovative, easy-to-use products that meet the immediate needs of our industry. Given the likelihood that more business will be transacted remotely, one of his strategic initiatives will be the continued development of comprehensive, next-gen direct-to-consumer (DTC) solutions, including DTC offerings enabled by advisors and brokers. Roy is no stranger to anyone in our industry, and we are pleased to have him onboard at iPipeline to drive our innovation.”

“iPipeline is in a unique position to deliver incredible value to an industry greatly in need of fulfilling their digital transformation imperative. The new challenges emerging from COVID-19 are going to be with us for the foreseeable future. There is no better way to overcome remote engagement obstacles than by using an integrated platform designed for agents, advisors, and consumers,” said Roy Goodart, VP of Product Management, iPipeline. “My immediate focus will be on advancing the SSG Digital platform, integrating new products, and delivering on the next installment of a DTC solution to power sales and meet consumer expectations.”

Prior to Goodart’s role at Paperless Solutions Group, he held key executive positions at Prospect9, Aplifi, AgencyWorks, and InsureSocket. He earned a Bachelor of Science Degree in Marketing at Westminster College, and a Master of Business Administration Degree from University of Phoenix.

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact 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

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

iPipeline

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

iPipeline

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

The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World

iPipeline

The dependency on paper and wet signatures has crippled business speed – and in some situations screeched it to a grinding halt. iPipeline’s 25 years of experience and proven technology in insurance and financial services has positioned them as an industry leader for a variety of straight through processing new business solutions, among them, e-Delivery and e-Signature. Raymond James and Lincoln Financial are two member organizations utilizing iPipeline software to drive their businesses forward – and they’re imploring others to do the same.

IRI hosted “The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World” on June 18, 2020. During this session, Jessica Brown, Assistant Vice President, Marketing, iPipeline, Brent Osborne, Vice President, Annuity CX, Lincoln Financial Group, Beth Maziad, Senior Vice President, Insurance Solutions Operations, Raymond James and Bill Hunter, Senior Vice President, Sales, iPipeline, tag teamed a discussion on the immediate impact of digitizing delivery and e-Signature, and the long-term strategies that they’re defining together to standardize our industry.

iPipeline Reports Increasing Use of e-App and e-Delivery by US Life Insurers

iPipeline

Digital Transformation Enables Life Insurers and Agents to Overcome Work-at-Home Challenges from the COVID-19 Outbreak

EXTON, (May 12, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the use of its SSG Digital® platform with electronic application and e-Delivery is trending upwards. iPipeline cites increases for the year-over-year period ranging from April 2019 to April 2020 of 20% for e-Application submissions and 52% for e-Policy deliveries. The volume for e-Policies delivered in the month of April 2020 compared to April 2019 has increased by 217%. Much of this trend is being attributed to the effectiveness of agents using its transformative technologies to support selling and buying activities in the current work-at-home COVID-19 environment.

“COVID-19 will have an on-going impact on how the life insurance and financial services industry conducts new business and customer support functions going forward. Digital technologies are clearly worth their weight in gold, and those who have moved forward with the implementations to support critical business functions are in a great place,” said Larry Berran, CEO, iPipeline. “For customers and non-customers who need digital products to overcome the challenges imposed by the current work-at-home environment and strengthen business continuity, we have extended a 90-day free offer to see them through this period. We have had several insurers take us up on it, particularly to leverage e-Delivery and e-Signature to keep things moving. We are pleased to be of assistance to the industry during this time of crisis.”

“While I see the challenges imposed on the industry at this time, I also see this as an opportunity to find new ways to conduct business remotely. Whether it is underwriting without conducting physical inspections or using remote application processing, e-Delivery and e-Signature to ensure the safety of agents, advisors, and customers, there is a way forward,” said Tom Scales, Head of Life & Health Insurance, Americas, Celent. “Carriers and distributors implementing digital technologies, like those offered by iPipeline and other tech providers, stand a good chance of effectively riding out this disruptive storm.”

iPipeline’s SSG Digital is the most extensive straight-through processing platform for the largest ecosystem in North America. The digital platform addresses the life insurance and financial services industry’s most critical business needs by enabling customers to:

• Digitize Business
• Distribute Products Anytime, Anywhere
• Quote & Illustrate Life Insurance
• Streamline New Business & Underwriting
• Deliver Policies & Documents
• Enrich the Agent, Advisor & Consumer Experience
• Modernize Policy Administration
• Create a Customer Portal
• Leverage Data Analytics & AI
• Launch & Manage New Products
• e-Sign Documents Securely

For more information on how you can optimize use of iPipeline’s SSG Digital platform to effectively execute critical business activities in the current COVID-19 environment and its aftermath, 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.

###

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