Tag: e-Sign

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

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

iPipeline

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 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.

Five Mistakes Agents Make with Permanent Quoting

Bill Atlee

Agents need to be able to react to client pricing objections in the field. But let’s face it- lugging a laptop out to a client meeting is clumsy, and distracting when trying to present. Not to mention the fact that illustration software is awkward to use in front of clients. So it gets left behind, and agents make critical mistakes that waste time and lengthen the selling process.


Here are the top 5 mistakes agents make with permanent quoting:

  1. Quoting before knowing
    Pre-running illustrations to avoid running them in front of clients is a fool’s errand. Without knowing the client’s premium tolerance, 90% of scenarios end up in the trash, wasting valuable time.
  2. Hopping on the “health class” mystery tour
    Agents are typically unaware of a client’s “true” medical background or lifestyle at the quoting stage, resulting in an assumed health class and often setting wrong pricing expectations with the client. This misalignment causes higher “not taken” policies.
  3. Whiffing on the client curveball
    Clients throw unexpected objections that require agents to adjust illustration options on the fly. And we already talked about how awkward that software is to use in front of clients, so they avoid it, causing unnecessary delays and multiple client meetings.
  4. Dying by the PDF
    Flipping through lengthy PDFs of calculations and disclosures is a presentation nightmare. Not only is it confusing to a customer, but it’s a difficult experience showing clients death benefit options, payment lengths, premiums and products hunched over a stack of 8 x 11 papers.
  5. Getting stuck in a wet world
    Illustrations are simply projections, that for compliance reasons must be signed to acknowledge the understanding of their disclosures. Why is a “wet” signature still used for collection?
    e-Signing accommodates face-to-face or remote selling, enabling deals to close faster.

Finally… a solution

We solved these quoting problems plaguing the industry by allowing agents to react instantly to client needs. No running clunky illustrations software, no pre-running multiple illustrations in advance of a meeting. This mobile experience redefines how agents quote and present a traditional illustration to customers, without having to replace your existing software. This innovation will change the way agents sell and will make the entire process more efficient at every level.

Contact Naish Berran at nberran@ipipeline.com to request a demo.

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

iPipeline

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

iPipeline

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

iPipeline

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.

iPipeline Launches AlphaTrust e-Sign for Life Insurance and Financial Services

iPipeline

EXTON, PA (May 30, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the launch of AlphaTrust® e-Sign. AlphaTrust e-Sign is an electronic signature solution that easily integrates with existing applications enabling high-volume, document process automation to reduce costs and dramatically improve the customer experience. Since 1998, over 200 million transactions have been successfully processed via AlphaTrust.

“Buyers of e-signature automation need to consider a holistic platform approach. They should ensure the selected solution delivers the desired levels of control, predictability and speed to digitize and automate document and signature processes. AlphaTrust e-Sign excels in this category,” said Tim Wallace, CEO, iPipeline. “We all have unique use cases based on how we run our business. AlphaTrust e-Sign supports simple or complex workflows, a definable user interface to match application and branding needs, strong support for application connectivity and integration, scalability to millions of transactions, robust security, and legal, regulatory and other compliance requirements. We are proud to offer one of the most comprehensive e-Sign automation solutions available today at a highly affordable price to our customers.”

“We have serviced the e-Signature automation needs of some the world’s most recognizable and trusted brands. Many of these include top insurers and financial institutions who have selected AlphaTrust e-Sign to transform their businesses, enhance the customer experience, and accelerate sales,” said Bill Brice, VP of e-Signature, iPipeline. “We have a history of providing customers with product-specific integrations to support their unique workflows and use cases with a private labelling option. Our 2018 roadmap includes iGO® e-App and DocFast® e-Delivery integrations and an ad hoc capability by Q4, with Laser App® and AFFIRM® following in 2019. Our focus is on addressing the full gamut of current and future document process automation needs for our customers, and AlphaTrust e-Sign will serve as a critical component in our platform.”

AlphaTrust e-Sign is a flexible, compliant, brandable and proven e-Signature solution. To learn more and inquire about our 2018 Early-Adopter Program Pricing, contact marketing@ipipeline.com and visit www.alphatrust.com today.

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