Tag: e-application

iPipeline Teams With Symetra to Insure Term Life Customers in Minutes

Drop Ticket with e-App Client Collaboration, Underwriting Engine Integration, and Real-Time Data Validation Modernize the Agent and Client Experience

Exton, PA (July 14, 2021) — iPipeline® — a leading provider of no-code/low-code content-based digital solutions for the life insurance and financial services industry, has partnered with Symetra Life Insurance Company to innovate the new business acquisition process for Symetra’s new, fully automated SwiftTermSM term life insurance product. The comprehensive solution modernizes the agent and client experience using a drop ticket to rapidly collect client information, which is transferred to an e-Application for client collaboration. The iPipeline platform integrates with the MRAS (Munich Re® Automation Solutions) underwriting engine to generate reflexive questions and queries data vendors for real-time validation to support automated decisioning. The streamlined approach is designed to result in the best underwriting path for each applicant, with most receiving either an instant decision or a light touch by an underwriter to drive policy issuance.

“iPipeline and Symetra came together to create an innovative approach to accelerate the new business acquisition process for SwiftTerm. This automated approach dramatically improves how agents collaborate with their clients to rapidly fulfill their term life insurance needs,” said Larry Berran, CEO, iPipeline. “No medical exam/instant issue life insurance with same day approval is no longer a dream. It is quickly becoming a reality for clients who meet the requirements and carriers who have implemented the necessary technologies. This is a real game changer for Symetra, and iPipeline is pleased to be a part of the groundbreaking initiative.”

“Symetra’s vision is to help empower our customers and partners and implementing next-gen technologies that make it easier to do business with us is a key part of achieving that vision. Whether an applicant qualifies for instant issue or requires a light touch from an underwriter, our goal is to make the SwiftTerm application process simple and issue term life insurance in 25 minutes or less,” said Mindi Work, SVP, Chief of Strategy, Symetra. “While there will always be instances where full underwriting is required, we are committed to optimizing our instant issue approach — from the initial drop ticket and rules-based decisioning to policy issuance — to improve the overall customer experience. Our iPipeline partnership helped us make significant advancements to achieve this vision, and we are excited to offer this to qualified applicants at competitive pricing with portal-based payment.”

To learn more about iPipeline’s innovations in client collaboration, click here, contact sales@ipipeline.com or call 1-800-758-0824, option 2. For more information about SwiftTerm, visit www.swifttermlife.com.

Mindi Work, SVP, Chief of Strategy, Symetra

About Symetra
Symetra Life Insurance Company is a subsidiary of Symetra Financial Corporation, a diversified financial services company based in Bellevue, Washington. In business since 1957, Symetra provides employee benefits, annuities and life insurance through a national network of benefit consultants, financial institutions, and independent financial professionals and insurance producers. For more information, visit www.symetra.com.

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

Sammons Financial Group Advances Digital Transformation Initiatives With iPipeline

Automation Leverages Next Gen e-App, Expanded Medical Questions for Non-Fluid Underwriting, and Policy Exchanges

Exton, PA (April 20th, 2021) – iPipeline® – a leading provider of no code / low code cloud-based software solutions for the life insurance and financial services industry, today announced Sammons Financial Group, parent company to Midland National and North American company, advanced its digital transformation initiatives while paramedical exam offices were shut down during the height of the pandemic by extending the capabilities of iGO® e-App with several unique product features to streamline non-fluid underwriting and provide distribution partners expanded options and flexibility. Sammons Financial Group’s best practices approach for the use of e-App has resulted in their agent adoption rate increasing from 56% to 75% during 2020. *

“Sammons Financial Group is a great example of how iGO e-App is enabling carriers across the U.S. to effectively achieve digital transformation initiatives. By implementing unique product features, they have managed to circumvent the collection of fluids by expanding the medical questions within the e-App workflow. This is accelerating how they do business by eliminating the paramedical exam while making the purchase of life insurance more palatable for their clients,” said Larry Berran, CEO, iPipeline. “The industry is working its way through the challenges being presented in the current contactless selling environment. iPipeline is pleased to be working with Sammons on finding innovative ways to increase their speed to market while serving the financial needs of the families seeking their products.”

“I am thrilled to see our digital transformation roadmap come to life and distribution partner e-App adoption surge to 75%, particularly in a challenging year like 2020. The ability to streamline how our distribution partners submit business to us has enabled Sammons Financial Group to address market demand for a variety of our products and ensure our customers do not experience delays in satisfying their traditional needs,” said Neil Berns, Vice President and Chief Strategy Officer, Sammons Financial Group. “We’ve also worked with iPipeline to modify our iGO workflow by expanding medical questions to execute non-fluid underwriting in instances where it wasn’t previously available, making it easier for distribution partners to serve their clients in a substantially better way.”

To learn how you can implement iPipeline’s innovations to automate how your products are sold and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Sammons® Financial Group, Inc.
The companies of Sammons® Financial Group, Inc. help families and businesses protect their future to enjoy life’s moments today. A subsidiary of Sammons Enterprises, Inc., Sammons Financial Group is privately owned with member companies that are among the most enduring and stable in the financial services industry. Our companies include Midland National® Life Insurance Company (including Sammons® Corporate Markets); North American Company for Life and Health Insurance®; and Sammons Institutional Group® (including Midland Retirement Distributors® and Sammons Retirement Solutions®). Together, we offer today’s most sought-after life insurance, annuity, and retirement planning products. Sammons Financial Group: With You for Every Moment®.

About iPipeline
iPipeline is a leading provider of no code / low code, 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 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

*Source: Internal NBUW reporting

Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals

e-Application, Self-Service Capabilities, and Network to Optimize Financial Professional and Carrier Performance

Exton, PA (January 12th, 2021) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry, today announced Ameritas has chosen the SSG Digital® Platform to streamline the application processing experience. Ameritas is a mutual-based provider of life insurance, financial services, and employee benefits. iGO® e-App and Maestro® Self-Service will be integrated with Swiss Re’s Magnum Pure® full-service underwriting automation to accelerate business processing, lower costs, and improve the customer experience for the Ameritas independent distribution channel. iPipeline has the life insurance industry’s largest independent distribution and carrier network within North America.

“In a recent Deloitte survey, 48% percent of 200 insurance executives agreed the pandemic showed how unprepared our industry was to weather this economic storm. Digital technologies are essential to succeeding in today’s contactless selling environment, and iPipeline’s low code SSG Digital platform has what it takes to power the industry forward in 2021,” said Larry Berran, CEO, iPipeline. “Using iGO e-App and Maestro Self-Service with Magnum Pure will help Ameritas to improve their financial professional and consumer experiences.”

“Ameritas evaluated several technology providers to find a platform that best fit our needs,” said Robert Sharp, Head of Independent Distribution at Ameritas. “iPipeline is a strong organization in the independent marketplace with integration experience and an innovative end-to-end platform. We look forward to working with iPipeline on automating our new business processes.”

To learn how you can implement iPipeline’s innovations to automate how your products are sold and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Ameritas
Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families, and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision, and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company LLC. (AIC), member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. AIC is not affiliated with any third-party entity mentioned herein. For more information, visit ameritas.com.

About iPipeline
iPipeline is a leading provider of low code, 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 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

Pekin Life Insurance Company Integrates iPipeline’s Resonant Automated Underwriting With iGO e-App for Instant Decisioning

Instant Decisioning for Life Insurance Accelerates Sales in COVID-19 Pandemic

Exton, PA (November 23, 2020) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry – today announced Pekin Life Insurance Company has integrated Resonant® New Business and Underwriting into their new business platform to provide point-of-sale (POS) instant decisioning within iGO® e-App, the most widely used, wizard-based e-Application among carriers and agents in the US.

“POS instant decisioning is something that we have long been advocating at iPipeline. With the current COVID-19 pandemic and the obstacles being faced by both agents and their clients, POS automation can be of enormous benefit,” said Larry Berran, CEO, iPipeline. “In Pekin Life’s new workflow, the life insurance case is submitted through iGO e-App to Resonant and the necessary automated underwriting actions take place, based on predefined rules. This accelerated approach to instant decisioning for life insurance ultimately leads to better outcomes for both the insurer and the customer, particularly at a time when contactless selling has become the new norm.”

“iPipeline is transforming how we think about the new business workflow and how we help our agents sell life insurance products to their clients. Our next-gen straight-through processing platform has advanced to the point with Resonant where we are now able to provide the agent with an instant underwriting decision with no human interaction,” said Jocelyn Duncan at Pekin Life, VP of Life Administration. “In the future, our plans are to further enhance the platform functionality and increase straight-through processing speed by reducing human interaction on a wider array of products and including DocFast® e-Delivery to fully automate policy issuance. iPipeline has continued to innovate with us on many fronts this year. The results of this partnership are helping us to maintain and build upon our market momentum during the COVID-19 pandemic and offer the valuable protections so many families need at this time.”

To learn how you can implement iPipeline’s Instant Issue products to automate how your products are sold, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Pekin Life Insurance Company
Pekin Insurance is a group name adopted to designate the combined operation of The Farmers Automobile Insurance Association, Pekin Insurance Company, PAC, Inc., Pekin Select Insurance Company, and Pekin Life Insurance Company.

Pekin Insurance has been in business since 1921 and is one of the leading insurers in the state of Illinois, providing multiple lines of insurance. Pekin Insurance offers insurance coverage in 21 states through its growing agency force, which now totals 1,500 independent agencies and 8,500 insurance producers. The company is headquartered in Pekin, Illinois, with service offices at Phoenix, Arizona; O’Fallon, Rockford, and Warrenville, Illinois; Indianapolis, Indiana; Des Moines, Iowa; Columbus, Ohio; and Appleton, Wisconsin. Visit us at www.pekininsurance.com

About iPipeline
iPipeline is a leading provider of low code, 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 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

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

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.

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

Amica Partners with iPipeline on Digital Transformation

EXTON, PA (December 4th, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today reported Amica Life Insurance Company, a national provider of life and annuity insurance products, is partnering with iPipeline on its groundbreaking digital transformation project. The collaborative effort will result in one of the industry’s most integrated, end-to-end direct-to-consumer (DTC) experiences, making it easier and faster for consumers to purchase life insurance in a fully digital environment. The project features seamless integration of iPipeline’s Illustrations, iGO® e-Application, and Resonant® automated underwriting products with Amica’s policy administration system.

“DTC is rapidly emerging as a critical component in any life insurance carrier’s selling mix.The Amica project represents a flagship opportunity for iPipeline to showcase how our integrated solutions can digitize and modernize the entire DTC buying process and deliver speed-to-market advantages,” said Tim Wallace, CEO, iPipeline. “This implementation will streamline the consumer experience by reducing the number of steps required of them, while making Amica’s business processes and employees more efficient.”

“Our decision to partner with iPipeline aligns with our goal of enhancing the customer experience and improving internal processes through next-generation technologies that deliver operational improvements,” said Andy Mudra, Vice President, Amica. “Our customers have always been our top priority, and that relationship begins with the application process. We are committed to providing a seamless experience for all of our customers and applicants, regardless of how they choose to engage with us – be it online or directly with one of our sales representatives. Our life insurance application process must continue to evolve with the ever-changing needs of today’s consumers, and we are excited about launching this modern buying experience.”

iPipeline’s integrated solutions enable some of the nation’s most successful organizations to achieve new efficiencies and optimize selling opportunities by improving the agent, advisor, and customer experience. To reimagine how you do business and learn more about our industry-leading solutions, contact marketing@ipipeline.com today.

About Amica Life

Amica Life Insurance Company, a wholly owned subsidiary of Amica Mutual Insurance Company, was founded in 1969.Amica Life, based in Lincoln, Rhode Island, offers life insurance and retirement products directly to customers. Through its products and services, Amica Life aims to be the most trusted and innovative service provider by securing and simplifying the most important aspects of its customers’ lives.The company has also earned a rating of A+ (Superior) from A.M. Best, a leading insurance rating agency and the nation’s authority on insurance company financial stability. For more information, visit AmicaLifeLessons.com.

About iPipeline

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

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,300 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), 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

For Amica:

Media inquiries can be directed
to MediaCenter@amica.com

iPipeline Acquires TCP LifeSystems

Exton, PA (January 3, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies in the US, UK, Canada, and Ireland. TCP’s digital Policy Administration System (PAS) module offers billing, claims, reinsurance, a policyholder portal, and distribution management. By combining Resonant™ underwriting, iGO® e-App and DocFast® for e-Delivery with the new PAS module, iPipeline is better able to support the digital ambitions of its customers. The PAS is currently in use with major providers of life insurance within the UK and Ireland.

“The acquisition of TCP LifeSystems marks our immediate entrance into the PAS segment of the market place and represents iPipeline’s commitment to deliver the industry’s most comprehensive and modern platform for the financial services industry. Consumer expectations have changed, and they want a faster self-service and digital experience. This reality applies to our industry which is often labelled as being slow to adapt,” said Tim Wallace, CEO. “Our customers’ investments in transformative technology are key to meeting the industry’s evolving needs and to ensuring consumer expectations are met by offering financial solutions when they need them. We are excited about the acquisition and the potential to deliver increasing value to our customers by adding integrated PAS to our platform.”

“iPipeline has repeatedly demonstrated the value of its innovations within North America and the UK, positively impacting the growth of the financial services industry. TCP LifeSystems’ digital PAS technology has been developed to maximize efficiency and improve the customer journey, and we see this addition nicely complementing iPipeline’s industry-leading offerings,” said Ashley Hale, Managing Director, TCP LifeSystems. “By bringing iPipeline and TCP LifeSystems together, we will be able to further streamline processes to deliver outstanding value for the carrier, distributor, agent, and consumer.”

To learn how you can implement our PAS module to streamline and accelerate your business acquisition and management requirements and better engage the digital customer, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About TCP LifeSystems

Since 1989, TCP LifeSystems have been delivering software solutions to Life and Pensions Insurance companies. These clients have relied on our software to manage several million customer transactions every year. We are extremely active in the industry, being passionate about the business we serve and the role technology has to play in the future of the Financial Services market. Our approach is genuinely very different to other suppliers, and our purpose is simple… to ensure our clients gain genuine commercial advantage from the use of our software. Visit https://www.tcplifesystems.com/.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the financial services industry. Through our SaaS solutions, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the financial services industry including carriers, agents, advisors, BGAs/IMOs, RIAs, banks, broker-dealers, securities/mutual fund firms, and consumers. Our innovative solutions enable automated processing throughout the business acquisition and continuity cycle.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,200 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), Charlotte, Cheltenham (UK), Fort Lauderdale, Ontario (CA), Philadelphia, Pleasanton, Salt Lake City, and Vancouver. Save the date for iPipeline’s Connections 2018 User Meeting & Conference on March 18-20 at the ARIA in Las Vegas. Visit www.ipipeline.com.

For iPipeline:

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

Bluesun Signs Reseller Agreement to Expand iPipeline’s Market Share in Canada

Exton, PA (May 16, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced Bluesun, a leading provider of software solutions to the Canadian financial services industry, has become the exclusive reseller and implementation partner of iPipeline’s iGO e-App®, DocFast® e-Delivery, Illustrations, and XRAE® health class rating solutions for the Canadian marketplace. Bluesun currently handles more than 70 percent of all Canadian life insurance business from the independent channel. This relationship signals iPipeline’s and Bluesun’s commitment to provide the best in marketing, selling and processing solutions to the Canadian market.

“We have decades of experience in creating and delivering innovative technologies that move the needle for top carriers, distributors, and financial institutions in the US. While we are not strangers to the Canadian marketplace, it is important to align ourselves with Bluesun, who has extensive industry experience in life insurance and mutual fund software solutions, to collaborate with us on implementations,” said Tim Wallace, CEO, iPipeline. “iPipeline’s 2016 Canadian Insurance Summit was well attended in Toronto by top Canadian industry executives and allowed us to deeply explore the market. Our ideas and solutions were embraced, and the level of receptivity compelled us to engage the best software company in Canada to resell our solutions. We are excited about the reseller agreement and looking forward to working with Bluesun in Canada.”

“iPipeline has laid the groundwork in the US, which can ultimately enable Canadian insurers and financial institutions to achieve new efficiencies, greater productivity, and accelerated growth. The market is ripe for innovation in Canada, and today’s millennial advisors and consumers are asking for next-gen technology,” said Mike Donati, President and CEO, Bluesun. “Technological change is inevitable with increasing competition, so the industry is strategically focused on modernizing how insurance and financial products are sold and processed. The use of data and improved software can result in better risk assessment and pricing models, and this all drives growth.By taking iPipeline’s solutions into the Canadian marketplace, Bluesun can support this positive outcome.”

To learn how you can explore iPipeline’s diversified solutions to support your key business needs and improve the advisor and consumer experience in Canada, email info@bluesun.ca or call 1 (877) 565-1828.

About Bluesun

Bluesun is a leading provider of software solutions to the financial services industry. Our mission is to deliver painless software solutions to its clients. This means easy-to-use, intuitive software, with hassle-free installation and responsive, class-leading service. Today, Bluesun handles more than 70 percent of all Canadian life insurance business in the independent channel. Bluesun was founded in 2001 and is headquartered in Burlington, Ontario. For more information, visit www.bluesun.ca.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 120 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Huntersville, Philadelphia, Pleasanton, Salt Lake City, and Vancouver. Visit www.ipipeline.com.

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

Steve Sanders, SVP & CMO of Columbus Life Reveals Strategy to Cut Submission to Commission Time in Half

Speed to market is critical to success.

From a process perspective, too much time is spent correcting mistakes, manually re-issuing policies, and waiting on paper deliveries to close out business. Technology can provide dramatic reductions in processing time, improve the experience for agents and consumers, and enable carriers and BGAs to sell more insurance.

In this national webcast, SVP and CMO of Columbus Life Insurance Company, Steve Sanders, reveals their strategy and vision to utilize iPipeline’s iGO e-App and DocFast to cut Columbus Life’s submission to commission time in half.