Tag: PAS

iPipeline Platform to Take on New Dimension with Sean Fallon as VP, SSG Digital Platform & Policy Administration

Low Code, User Configurable Next-Gen Digital Platform to Offer a Connected Highway for iPipeline Products and Customer’s Existing Systems

EXTON, PA (August 19, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Sean Fallon to the position of Vice President, SSG Digital® Platform and Policy Administration. Fallon comes to iPipeline from CNO Financial Group, where he served as Vice President, Front Office Application Development, and Chief Technology Officer. In this new role at iPipeline, he will advance the SSG Digital Platform with an event driven architecture that will enable user configurable messaging, shared product configuration, and the integration of iPipeline and customer systems. The SSG Digital platform will power our new Policy Administration offering PAS+®, taking digital access to the next level.

“Next-gen platforms will play a key role in connecting insurers to the products and services their consumers need. These platforms need to be more user configurable, low code, and open to a variety of data sets and home-grown platforms. We are recruiting top industry talent to take our SSG Digital Platform, PAS+, and other core products to the next stage,” said Larry Berran, CEO, iPipeline. “Sean brings a track record of success with cross-functional teams and an extensive knowledge of enterprise architecture in the life insurance industry. In this new role, he will add a new dimension to the platform through innovation and by executing strategy for our PAS+ initiatives in the North American marketplace.”

“The life insurance industry’s digital workforce requires a level of self-maintenance to accelerate the new pace of business. This means we need to deliver a more low code, customer-configurable platform with an open architecture to accommodate different data sets from home-grown systems and non-iPipeline products used across the enterprise,” said Sean Fallon, VP, SSG Digital Platform and Policy Administration. “The next leap in PAS+ technology will likely leverage artificial intelligence and self-learning predictive systems, so we are already at work exploring this avenue. Business continuity is top of mind in the COVID-19 reality, and we are determined to enable our clients to optimize their digital investments with iPipeline by taking them into the future.”

Prior to Fallon’s role at CNO Financial Group, he held key executive positions at Lincoln Financial, CUNA Mutual and Millennium Partners. He earned a Bachelor of Business Administration degree in Management of Information Systems, Finance and Personnel Management, as well as a Master of Science degree in Finance, from the University of Wisconsin.

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of 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 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

Conventus Now Selects iPipeline’s Next-Gen Policy Administration System

EXTON, PA (August 20, 2019) – iPipeline®, leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Conventus Now, a joint venture between Catholic Financial Life and Catholic United Financial, has selected its SSG Digital™ Platform with a next-gen Policy Administration System (PAS) for individual life and annuity products. The powerful end-to-end platform will accelerate growth, improve member services, and lower the cost of new customer acquisition.

Designed as a device agnostic, omni-channel solution, iPipeline’s SSG Digital Platform with PAS for Conventus Now includes quoting, illustrations, e-App, underwriting, e-Delivery with e-Signature, claims, member servicing, product calculations, commissions, billing and self-maintenance. iPipeline’s SSG Digital Platform with PAS functions as the heart of any organization with seamless integrations into core business systems and an optimized user experience to power the insurer’s growth strategies.

“Legacy platforms are not device agnostic, do not effectively scale, and fall short of supporting regulatory laws and rapid changes in the marketplace. These limitations stem from old ‘siloed’ technologies, which can negatively impact success and profitability,” said Larry Berran, CEO, iPipeline. “Conventus Now wants to bring the benefits of digital transformation to their own organizations and fraternal insurers, and they want to reduce the time to market for new products and better service the financial needs of member families. We are excited to collaborate with Conventus Now on this extensive end-to-end platform implementation.”

“Conventus Now is focused on modernizing new business and in-force operations for our fraternal insurers with next-generation technologies that lower the cost of customer acquisition and better service the needs of our members. iPipeline’s industry leadership and record of success emerged as the key factors influencing our decision to move forward with the platform,” said Jeff Piotrowski, Senior Vice President, Information Technology and Insurance Services, Catholic Financial Life. “The addition of next-gen PAS to the platform has further extended iPipeline’s value proposition. Their PAS has had a highly positive impact on how insurers work and service the needs of customers in the UK, and we see it having the same positive impact for us here. The comprehensive platform will substantially lower our cost of ownership, open new selling channels, and streamline how we service the needs of our members.”

“The American Fraternal Alliance is a strong advocate of implementing technology innovations to improve business processes for today’s fraternal insurers. The path to the future lies in simplifying and streamlining how we all work to the benefit of our member families,” said Joseph Annotti, President and CEO, American Fraternal Alliance. “Advanced technologies have the power to drastically improve our effectiveness as a fraternal alliance. iPipeline’s SSG Digital Platform for Conventus Now will serve as a catalyst for positive change and drive digital transformation within our industry.”

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 Conventus Now

Conventus Now is a joint venture between Catholic Financial Life and Catholic United Financial. With assets of $1.65 billion and nearly 140,000 members across the United States, Catholic Financial Life has grown to be the second largest Catholic, not-for-profit financial services organization in the United States. Catholic United Financial is a not-for-profit, fraternal benefit company serving more than 75,000 members in Minnesota, North Dakota, South Dakota, Wisconsin and Iowa.

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, 1,350 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.  

Modern Policy Administration: The Heart Beat of the Carrier

Put the Power into the Hands of Agents & Customers with iPipeline’s Pre-Integrated iGO-Resonant NB&UW PAS Solution!

In this webcast, join iPipeline’s Founder & Chief Strategy Officer, Bill Atlee, as he takes you through a blood-pumping journey of iPipeline’s platform strategy around policy administration. You’ll also hear from Sales AVP, Rich Grisham, in his compelling end-to-end platform demonstration. Don’t miss this epic product launch webcast!

iPipeline PAS empowers you to take new products to market quickly while increasing agent and policyholder satisfaction with exceptional self-service capability. During this product unveiling, you will explore:

  1. iPipeline’s pre-integrated platform strategy.
  2. How policy holders can manage their policies anytime, on any device, from an easy-to-use customer portal.
  3. The innovative New Business Engine that allows you to launch new products into the marketplace with extreme velocity.
  4. How our PAS operates on a rules-based, highly configurable system allowing changes to be made by business users in days–not months.
  5. Our customer-centric, digital solution with an agent and customer portal, integrated claims, reinsurance, loans, commissions, accounting, and policy servicing.
  6. True end-to-end STP from needs analysis, quoting, e-App and AMS to underwriting, policy administration, support and document delivery.

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