Tag: Larry Berran

iPipeline Named One of the Country’s Top Workplaces in Energage’s National Employee Survey Program

Written by iPipeline on . Posted in Press & News.

Firm Honored Among Top Workplaces 2022 Award Recipients Based on Employee Feedback About the iPipeline Culture

EXTON, PA – February 1, 2022 – iPipeline® announced today that it has been recognized by Energage as one of the Top Workplaces in the country for 2022. The firm was selected according to the responses of its employees to questions in the Energage Workplace Survey focusing on company culture.

“These achievements reflect iPipeline’s commitment to providing a work environment where people can grow and succeed, while making a significant impact on people’s financial security,” said Larry Berran, CEO of iPipeline. “We are dedicated to creating an exceptional learning environment, fostering collaboration and diversity of perspective, and empowering Pipers to make an impact beyond their day-to-day roles. We are thankful for each one of our employees and their contributions, which is what truly makes iPipeline a top workplace.”

In Energage Workplace Survey responses, iPipeline employees, nicknamed “Pipers,” noted they feel they are genuinely appreciated, and that the company’s senior managers encourage different points of view and teamwork. iPipeline employees’ survey responses also indicate they feel well-informed about company business and operations, and strongly believe in iPipeline’s direction.

iPipeline considers its employees to be part of an extended family of professionals, enabling the company to deliver the innovative technology and tools that allow more Americans to achieve financial protection through life insurance and annuities. To learn more about the iPipeline culture, and career opportunities, please visit https://www.ipipeline.com/culture/ or https://www.ipipeline.com/careers/.

Participants in the Top Workplaces national and regional awards programs must achieve a 35% response rate to the Energage Workplace Survey from their employees. The survey asks participating company employees to anonymously respond to 24 base statements about key areas of corporate culture, such as values, cooperation, employee appreciation, as well as encouragement, support, and coaching from managers. In addition, the survey measures confidence in company leaders; employee productivity, retention, and recruitment; and company pay, benefits, training, and expectations. Energage utilizes data from 23 million employee surveys from across 70,000 organizations, which it has collected over more than 15 years, to analyze and compare the responses from participating companies, and identify which ones offer top workplaces for employees.

iPipeline and this year’s other Top Workplaces honorees were highlighted by Energage on its virtual 2022 Top Workplaces USA national award celebration today. For more information about the Top Workplaces awards program and methodology, please visit https://topworkplaces.com/about/.

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.

Media Contact:
Dana Taormina
JConnelly for iPipeline
973-647-4626
iPipelinePR@jconnelly.com

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iPipeline Partners with Life Happens to Help Protect More Families

Written by iPipeline on . Posted in Press & News.

iPipeline and its Executives Award $35,000 in College Scholarships to Students Who Lost a Parent Without Life Insurance

Exton, PA (November 2nd, 2021) – iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced participation with Life Happens in its Life Lessons Scholarship Program for students ranging from 17-24 years of age. Life Happens is a non-profit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products.

As part of the annual program, financial aid is given to students who have lost a parent without life insurance. The scholarships are part of September’s Life Insurance Awareness Month, designed to help educate individuals on the importance and benefits of owning life insurance.

“The loss of a parent can be devastating for a young person, so we were excited to join forces with Life Happens and provide 6 students with college scholarships from the Greater Philadelphia Region during September’s Life Insurance Awareness Month. Scholarships cannot bring back loved ones, but we hope they will provide some much-needed financial relief,” said Larry Berran, CEO, iPipeline. “Life insurance plays a vital role in ensuring young individuals have the necessary coverage in place to support their futures. iPipeline’s purpose is to help our customers protect more families. Our focus is on making it easier and faster for families to select and purchase insurance. Streamlining the buying process will contribute to reducing the number of uninsured individuals and ultimately better protect their loved ones.”

“Life Happens’ mission as a nonprofit is to educate and provide unbiased information to guide smart insurance choices to protect loved ones. We have several programs and educational campaigns that help build awareness of the importance of life insurance. Our September Life Insurance Awareness Month is one key campaign, and we were pleased to have iPipeline join the ranks of our many corporate partners,” said Faisa Stafford, President and CEO, Life Happens. “Time and time again I have personally seen the positive impact we can have on students who have experienced emotional hardship and financial devastation in the wake of a death or disability of a breadwinner. With the generous assistance of companies like iPipeline we are building awareness of the importance of having life insurance while financially assisting young individuals to continue the pursuit of their dreams.”

To learn more how iPipeline is making life insurance easier to purchase and working to protect the financial futures of families on a global basis, contact sales@ipipeline.com, or call 1-800-758-0824, option 2.

About Life Happens
Life Happens is a nonprofit organization dedicated to helping consumers take personal financial responsibility through the ownership of life insurance and related products. The organization does not endorse any product, company or insurance advisor. Since its inception in 1994, Life Happens has provided the highest quality, independent and objective information for people seeking help with their insurance buying decisions. To learn more, visit www.lifehappens.org.

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.

Media Contact:
Dana Taormina
JConnelly for iPipeline
973-647-4626
iPipelinePR@jconnelly.com

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iPipeline Selected for 2021 Global InsurTech100 Award

Written by iPipeline on . Posted in Press & News.

Industry Impact, Customer Traction, and Innovation Drive iPipeline’s Recognition

Exton, PA (October 26, 2021)—iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced it has been selected as a winner of the 2021 Global InsurTech100 Award. A panel of industry analysts and experts, who reviewed companies’ applications and research on more than 1,400 InsurTech (insurance technology) companies within FinTech Global’s database, selected 100 winners around the world.

“iPipeline is pleased to be one of the 2021 Global InsurTech100 Award winners. We have focused on bringing innovative technologies of significance that streamline and accelerate business processes to the global industry. The outcome is increased premiums, reduced costs, and improved operational efficiencies that fuel growth in today’s highly competitive marketplace for our customers,” said Larry Berran, CEO, iPipeline.

“We have also gained traction by removing remote selling obstacles for our customers during the COVID-19 pandemic. New digital models are required to remain competitive in today’s tough selling environment. Our SSG Digital® Platform is the most extensive end-to-end platform available today, offering our customers extensive flexibility and levels of customization matched to their unique business needs,” added Berran. “We thank the panel for the award recognition and look forward to continuing to improve how the industry works both today and in the future.”
InsurTech is one of the largest and most active sectors within the FinTech space. According to FinTech Global, over $7 billion has been invested in InsurTech solution providers since 2015, as insurance companies and investors look to benefit from the huge impact new digital models will have on the industry.

To learn how you can implement iPipeline’s innovations to increase premiums, reduce costs, and improve operational efficiencies, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About the InsurTech100 Award
The InsureTech100 is an annual list of 100 of the world’s most innovative InsurTech companies selected by a panel of industry experts and analysts. These are the companies every leader in the insurance industry needs to know about as they consider and develop their digital transformation strategies.

The previous InsurTech100 lists received widespread attention. Companies that won places on the lists generated huge awareness among insurance firms and the wider insurance community. Many were approached directly by financial institutions while others got a more welcome reception from prospective clients and partners.

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.

Media Contact:
Dana Taormina
JConnelly for iPipeline
973-647-4626
iPipelinePR@jconnelly.com

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Financial Services Marketing Veteran Kimberly Beck Joins iPipeline

Written by iPipeline on . Posted in Press & News.

Firm’s New VP of Marketing Will Drive Initiatives to Strengthen Brand Awareness & Unlock Value Throughout the iPipeline Network


EXTON, PA—October 14, 2021—iPipeline® announced today that Kimberly Beck has joined the firm as Vice President of Marketing. Beck has nearly 25 years of experience in financial services marketing, and in her new role will focus on strengthening growth marketing capabilities while leading all aspects of marketing, including digital, product, customer engagement and corporate communications.

“We are committed to unlocking value for our growing pipeline of customers, including life insurance carriers, brokerage general agents, financial institutions, and wealth management firms,” said Larry Berran, CEO of iPipeline. “Kimberly will be a key leader in accelerating this effort, expanding our marketing capabilities to optimize engagement across the client lifecycle, and communicating the value of the iPipeline ecosystem.”

Over the past 26 years, iPipeline has expanded its product portfolio to become a true platform brand, and the company’s leading technology has enabled it to help protect more than 25 million lives. Beck will collaborate with a wide array of iPipeline teams to promote the power of iPipeline’s holistic offerings and create integrated product and channel campaigns to drive accelerated growth. She joins from Envestnet, where she led the firm’s Wealth Marketing efforts, and prior to that, held various marketing leadership roles at BlackRock, Merrill Lynch and Nuveen. She will be based in the firm’s Exton office.

“iPipeline is a pioneer in facilitating end-to-end digitization for the life insurance industry,” said Kimberly Beck, Vice President of Marketing at iPipeline. “I am thrilled to be joining the preeminent market leader in the insurtech space, and to lead the brand through its next phase of growth. I look forward to working with such an innovative, fast-moving, and collaborative group of people who are dedicated to delivering more value to clients.”

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.

Media Contact:

Dana Taormina
JConnelly for iPipeline
973-647-4626
dtaormina@jconnelly.com

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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

iPipeline Teams With Symetra to Insure Term Life Customers in Minutes

Written by iPipeline on . Posted in Press & News.

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

Written by iPipeline on . Posted in Press & News.

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

A Year Ago Today… Reflections on a Year of Remote Work

Written by Larry Berran on . Posted in Thought Leadership.

March 13th, 2020 was much more than your standard Friday the 13th. We were just over a week out from making a most difficult decision to cancel our annual user conference Connections 2020, inundated with information about just what exactly COVID-19 was, and overall just scrambling. I had no idea I’d be sitting here writing this a year later from home, where the vast majority of iPipeline employees have spent every working day. A lot has evolved since those early days- vaccinations continue to be developed and deployed, and there’s hope that we’ll have some sense of normalcy by the summertime.

From the beginning when we chose to take Connections 2020 virtual, it was always about the protection of our Pipers, their families, and our customers. We were able to pivot to a great alternative to hosting an in-person conference, and were met with overwhelming positivity. I’m personally proud of our ability to continue to radiate that positivity throughout our industry by offering assistance with e-Apps, e-Delivery, and e-Signature. Our end goal has always been (and will continue to be) to help our customers secure the financial futures of families. As we’ve continued to operate in a remote environment, I’ve seen just how resilient our work family is, stepping up whenever and wherever needed with the drive to help our industry adapt to doing business online. Business that has provided policies which have hopefully given families peace of mind as they weathered employment uncertainties and in many cases loss of group life insurance.

Much like the pandemic, in our industry we can’t ever truly go back to ‘the way things were’. So internally throughout this past year we’ve been hard at work, beginning by bolstering our team with key executive additions. We’ve made acquisitions that further enhance and expand our platform and reach. And we’ve partnered with companies who strengthen our ties to data analytics, AI, and behavioral intelligence.

We’ve put in all this work to help facilitate and progress digital adoption, and I’m excited for what lies ahead. We may not quite be at the end of the tunnel, but there’s a light on the horizon. The work from our homes marches on into spring and we are ready for normalcy to return.

Inspiring Innovations 2021 | NAILBA 39 Keynote Address

Written by iPipeline on . Posted in Thought Leadership.

There’s no better time than now to innovate. The pandemic has forced us to digitally engage customers and think differently about our businesses. We’re optimistic that 2021 will be a year of more growth – and iPipeline is excited to lead the way with technology to help you inspire your innovations.

Presenters: Larry Berran, CEO, iPipeline & Daphne Thomas, COO, iPipeline

iPipeline Partners with Snowflake to Mobilize Life Insurance and Financial Services Industry Data

Written by iPipeline on . Posted in Press & News.

Data as a Service Provides Self-Serve, Seamless Access to iPipeline Data to Power Analytics and Decision-making

Exton, PA (February 9th, 2021) – iPipeline® – a leading provider of no code and low code cloud-based software solutions for the life insurance and financial services industry, today announced its partnership with Snowflake, the Data Cloud company, where iPipeline will leverage Snowflake’s Data Marketplace to support all their data applications and secure data sharing needs. iPipeline customers have near real-time access, unlimited scalability, and global availability to feed their AI/BI tools and ecosystem of partners. Snowflake and iPipeline have a growing joint customer base that includes referenceable customers in the life insurance and financial services industry.

“Our new partnership with Snowflake brings immediate benefits to our customers. Because Snowflake Data Marketplace provides easy and immediate access for secure data sharing, we do not have to send our customers custom data extracts and ad hoc reports,” said Larry Berran, CEO, iPipeline. “Data as a Service is rapidly becoming the core of many business strategies because near real-time access to data is critical to enhancing decision making and improving the customer experience. This state-of-the-art platform will enable customers to unite siloed data and easily discover and securely share data to execute reporting, analytics and other tasks to improve operational efficiency and drive growth.”

“Data is growing at warp speed, and in today’s economy, instant access, unlimited scalability, and self-service free of IT’s involvement are all critical factors for real-time business decisions,” said Matt Glickman, VP of Customer Product Strategy at Snowflake. “iPipeline’s integration with Snowflake Data Marketplace will allow insurance carrier, mutual fund, and financial institution customers to easily run self-service BI and analytics on the data within iPipeline’s core products for seamless data operations.”

To learn how you can mobilize your life insurance and financial services data and implement this new iPipeline Snowflake data service to power your analytics and decision-making, optimize business operations, and increase your speed to market, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of no code and 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

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

Written by iPipeline on . Posted in Press & News.

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

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