Insights

Blogs
Blogs
Six Things to Consider when Selecting an Agency Management System
An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. But with so many choices out there, finding the right one can be challenging.
BGA Buzz
BGA Buzz
BGA Buzz: Q4 2023 Issue
NAILBA 42 iPipeline has a long history of attending NAILBA and we enjoy getting to see each of you at this conference every year. In the past, we have held a user group meeting at NAILBA each year, but we are switching things up this year! We want to encourage you to attend our Solution Session,
Blogs
Blogs
Agency Integrator: Tools Every Agency Needs for Success
Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it. So, how do you keep up with it all? And what if agency management is just one of your many responsibilities? If you aren’t using a comprehensive agency management system, you
BGA Buzz
BGA Buzz
BGA Buzz: Q3 2023 Issue
A Perfect Annuity Sales Storm The current economic environment has created a perfect storm for record-level growth in the annuity market. As interest rates continue to be unpredictable and the potential of a recession looms, retirement investors are looking for safe, short-term investments. On iPipeline’s AFFIRM® platform, we have seen record annuity sales so far
Blogs
Blogs
Harnessing Change to Accelerate and Automate Underwriting
Today’s consumers demand an improved customer experience. Regardless of what they are purchasing, they expect the ease of shopping online and having their package show up two days later. Life insurance is no different, but you can’t improve the customer experience without change. Underwriting consumes a large amount of time in the application process, and
Blogs
Blogs
How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms
As a financial services professional, clients come to you looking for a professional experience. They expect you to be organized and precise - especially if you are handling their financial futures. But do you have the tools you need to give your clients the experience they want? Filling out financial forms is an essential part
BGA Buzz
BGA Buzz
BGA Buzz: Q2 2023 Issue
Looking for the Best e-Delivery Product on the Market? You May Already Have It! If you’re a BGA with a license for iPipeline’s e-SSENTIALS® package, you already have access to DocFast®, one of the industry’s best e-delivery solutions. Currently used by more than 22 carriers and 976 distributors in the U.S., DocFast helps you automate
Blogs
Blogs
How to Make Your Business More Customer Centric with e-Delivery
We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model. But what does that mean? When asked, one customer responded that customer centricity is all about the ease of doing business. To become
BGA Buzz
BGA Buzz
BGA Buzz: Q1 2023 Issue
Looking Ahead at Early Trends for 2023 Insights from the iPipeline Data Team  Happy New Year – or better yet – Happy 1st Quarter of 2023! Here at iPipeline, we may not believe in Ouija boards, fortune tellers, or crystal balls to forecast our future, but we do believe in our data – and the
Blogs
Blogs
3 Ways to Simplify the Annuities Experience
Earlier this year, annuity sales hit the highest quarterly sales mark -- ever -- with an increase of 22 percent to more than $77 billion. That’s nearly $9 billion more than the previous record set during 2008’s Great Recession.* So, if sales of annuities are through the roof, why are they still so complex to
BGA Buzz
BGA Buzz
BGA Buzz: Q4 2022 Issue
The Industry's Continuing Challenge of DTC Insights from Bill Atlee, Chief Innovation Officer and Founder of iPipeline It’s the question we ask ourselves, every day: “What’s for dinner?” The cheapest (but most time-consuming) way to do dinner is to drive to the grocery store, toss the items in your cart, drive home, and cook your
BGA Buzz
BGA Buzz
BGA Buzz: Q3 2022 Issue
We're excited to share this inaugural issue with you! Each quarter, we’ll bring you the most up-to-date information about: •  News from our carriers •  Important updates on our products and product features •  Helpful tips and tricks And ALL of it is specifically tailored for our BGA clients. Take a look and let us
Blogs
Blogs
5 Ways to Improve Your Placement Ratio
In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies. Their leaders recognize the impact that data has on maximizing operational efficiencies, better managing risk, providing better customer service, identifying market trends and conditions, and driving innovation—all while driving more premiums and setting your company up for unlimited
Blogs
Blogs
Can you predict how much premium you'll bring in this year?
Here's how Advisors Excel increased their premium by $1.2M in 12 months... They know when their case managers haven't touched the case in 4 days They know when trending business begins to decline – so they can quickly investigate and take real-time action They know what their real cycle time is with carriers They know which
Blogs
Blogs
5 Reasons to Switch to an Automated & Streamlined Digital NAO Solution This Year
Your New Account Opening (NAO) system may feel like a chronic health condition that hasn’t been treated. You deal with the day-to-day and go through your current routine because you’re used to it. But it feels like the effort to make a change will be monumental.  Eventually, with some prodding, you make the appointment with
Blogs
Blogs
Robots Take Over Illustrations- Humans in Awe!
The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.
Case Study
Case Study
Case Study: Enhancing Analytics & Accelerating Underwriting
"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight
Blogs
Blogs
5 Days Cost Carriers Millions of Dollars.
We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!
Case Study
Case Study
Customer Quote: SFBLI 
The AlphaTrust e-Sign integration resulted in unexpected advantages for us.
Case Study
Case Study
Customer Quote: Sagicor
Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.
Case Study
Case Study
Customer Quote: Premier Brokerage
Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.
Case Study
Case Study
Customer Quote: Prudential
Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.
Case Study
Case Study
Case Study: Assurity
ASSURITY iPipeline and Assurity - A Comprehensive Look at Our Partnership
Case Study
Case Study
Customer Quote: Pekin
Speed and accuracy are critical during the open enrollment period for Medicare Supplement.
Case Study
Case Study
Customer Interview: SFBLI
CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign
Case Study
Case Study
Customer Interview: ELCO Mutual Life
An Interview with ELCO Mutual Life and Annuity
Case Study
Case Study
Customer Quote: MaxMyInterest
Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.
Case Study
Case Study
Customer Quote: Levinson & Associates
As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations...
Case Study
Case Study
Customer Quote: EIB Inc.
As a life insurance brokerage, we take great pride in providing our brokers with the ultimate products and tools needed to simplify the complexities of the life insurance market. iSolve is an innovative and powerful tool, which will save our brokers a lot of time and enable them to close more cases rapidly and efficiently.
Case Study
Case Study
Customer Quote: AIMCOR Group
Digital transformation is a critical component of the continued success of our industry.
Case Study
Case Study
Customer Quote: Lincoln Financial Group
As part of Lincoln’s commitment to helping individuals achieve their financial goals...
Case Study
Case Study
Case Study: Levinson & Associates
CASE STUDY As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate