Tag: press release

Cincinnati Life Deploys iGO Drop Ticket to Simplify and Accelerate Agent Sales

iPipeline

iGO Drop Ticket Runs on SSG Digital Platform Which Integrates with 1,400 Distribution Sites to Increase Product Exposure

EXTON, PA (March 3, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced The Cincinnati Life Insurance Company has successfully deployed iGO® Drop Ticket to expand their capabilities within the independent distribution channel. Agents are accessing iGO Drop Ticket for Cincinnati’s term products via iPipeline’s Term Quote engine and a variety of distribution sites. iGO Drop Ticket is an intelligent, rules-based short form, used by producers and call center support staff for application processing.

“Anything that can be done to simplify the selling and buying process for agents and their customers will result in market momentum. iGO Drop Ticket runs on iPipeline’s SSG Digital® platform, which integrates directly with distribution websites. For carriers selling through independent distribution, there is no better way to speed processing and receive optimal exposure for products at the same time,” said Larry Berran, CEO, iPipeline. “The platform provides more than 500,000 producers within the largest insurance carriers, distributors, banks, and broker-dealers with the ability to automate the processing of insurance. We are pleased to provide Cincinnati Life with this digital agent tool and level of product exposure. Most importantly, we’re getting families insured faster.”

“The complexities surrounding selling life insurance are vast. Between state regulations, the multitude of products, and thousands of forms, selling this important part of a client’s financial future isn’t always easy,” said David Burbrink, Vice President, Cincinnati Life. “iGO Drop Ticket has already enabled us to simplify what agents need to do to get the business to us. Using the rules-based form, agents selling our products are guided through a short series of screens that collect all the vital information in minutes. This is providing us with a speed-to-market advantage and improving customer satisfaction.”

Reimagine how you do business. iGO Drop Ticket helps insurers speed processing and build market share. For more information on how iGO Drop Ticket can improve speed-to-market and collaboration across the enterprise, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About Cincinnati Life
The Cincinnati Life Insurance Company, a subsidiary of The Cincinnati Insurance Company, stands among the top U.S. life insurers with a high financial strength rating from A.M. Best Co., an independent provider of insurance ratings since 1899. Please view cinfin.com for current information about Cincinnati Life and its financial strength ratings.

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 Appoints Daphne Thomas as Chief Operating Officer

iPipeline

EXTON, PA (January 14th, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the appointment of Daphne Thomas to the role of Chief Operating Officer. The appointment comes several months after iPipeline was acquired by Roper, a diversified technology company. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets.

In this new role, Daphne will be responsible for overseeing the organization’s ongoing operations and procedures as well as the overall efficiency of the business. She will also advise the Senior Executive team about the operations capabilities required to ensure the successful continuity of the business. Daphne has served as EVP of Professional Services at iPipeline for 12 years. Daphne is replaced by Maureen Kincade, who now serves as SVP of Professional Services reporting directly to her.

“I am pleased to recognize the outstanding contributions made by Daphne Thomas in her prior role as EVP, Professional Services. iPipeline has gone through many pivotal transitions since 1995. Daphne’s appointment to the role of Chief Operating Officer is a logical progression given her extensive knowledge of and dedication to the business,” said Larry Berran, CEO, iPipeline. “Daphne built the Professional Services organization into a true powerhouse for our clients. I am confident that Daphne will continue to make similar contributions to the company in her new role as Chief Operating Officer.”

“iPipeline has made enormous strides in product implementations. As a result of supporting thousands of projects and releases, I have forged strong relationships with our customers and understand their strategic business needs. In my new role, I will continue to engage our customers at all levels to support their continued efforts to digitally transform their businesses,” said Daphne Thomas, Chief Operations Officer, iPipeline. “iPipeline has an intense focus on making it easier for individuals to purchase the financial products needed to secure their futures. My goal is to ensure key operations within iPipeline perform optimally to make this a reality for the industry.”

iPipeline’s end-to-end 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 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

WoodmenLife Launches Unified Selling Experience for Agents with iPipeline

iPipeline

Illustrations Integrator and e-App Implementations Streamline and Accelerate Sales Process

EXTON, PA (November 19, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced WoodmenLife has implemented iPipeline’s Illustration Integrator® with iGO® e-App to provide its sales representatives with a unified selling experience.

iPipeline’s Illustration Integrator allows WoodmenLife’s reps to enjoy an automated selling experience by re-using external calculations to generate an illustration PDF, which is sent directly to iGO e-App for agent use. WoodmenLife is also using the disconnected option to improve rep mobility and support the selling process in the field. Address and bank validation options help to achieve a high rate of applications in Good Order.

“The ability to leverage existing illustration investments offers new efficiencies to carriers and their agents. In this instance, via WoodmenLife’s Web services, we accessed their existing illustration system and used resident data to generate an illustration PDF for integration with iGO e-App,” said Larry Berran, CEO, iPipeline. “Given the persistently low interest rates, carriers are seeking to lower costs, improve agent productivity, and grow. The combination of Illustration Integrator with our e-App represents just one example of how iPipeline is providing carriers with flexible solutions to reduce NIGO rates and the number of paper applications submitted by agents while optimizing their existing illustration investments.”

“After considering a range of options, our decision to implement iPipeline’s solution was based on their extensive industry experience and solid record of success in helping other carriers to achieve new efficiencies by reducing NIGOs to increase policy placements,” said Denise McCauley, Executive Vice President & Chief Operating Officer, WoodmenLife. “With the help of iPipeline, the recent launch of our My Choice IUL™ product was highly successful and is already producing positive returns. This project has allowed WoodmenLife to offer an IUL application experience that is 100% digital. iPipeline has delivered a level of flexibility and value, which is not easily matched in this marketplace.”

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
Woodmen of the World Life Insurance Society (WoodmenLife) was founded in 1890.The organization gives back to its nearly 700,000 members, who join together in a shared commitment to family, community and country. With a legacy of financial stability, WoodmenLife offers quality life insurance and retirement products. To learn more about the organization, and the activities and the extras members enjoy, 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’s New Global Website Features Extensive SSG Digital Platform Offering

iPipeline

End-to-End Platform Aligns Digital Solutions to Business Needs for Carriers, Distributors, Agents and Advisors

EXTON, PA (November 12, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the launch of its new global website featuring its SSG Digital™ end-to-end platform. Designed to serve as the core platform for the life insurance and financial services industry, SSG Digital offers carriers, distributors, agents and advisors a comprehensive and powerful lineup of digital solutions aligned to critical business needs.

“Matching business needs to a variety of digital solutions can be an overwhelming task. We have taken the complexity out of the exploratory process by creating a true platform-based, ‘executive friendly’ industry Website. A selectable table on the homepage serves as a portal into specific solutions featured on the SSG Digital platform. Visitors simply select their specific need to drill down into solutions,” said Michael Persiano, Chief Marketing Officer, iPipeline. “iPipeline is in the business of selling high-value solutions that drive growth in the life insurance and financial services industry. In addition to aligning needs with solutions and supporting products, the site provides strong evidence of customer success and insight into our transformational services. Executives and their teams seeking innovative solutions for deployment in the US, Canada, and UK are invited to navigate the new global Website.”

“Mike and his team were tasked to create a new global site that takes the complexity out of the end-to-end platform evaluation and selection process for industry executives and their core teams. With such an extensive product offering, it was critical for us to find a way to pull everything together for easy access and immediate understanding,” said Larry Berran, CEO, iPipeline. “We realize that our customers expect to receive a solid return on their technology investments. Our solutions are designed to cut costs, drive market growth, and deliver a competitive advantage through the benefits of digital transformation and increasing levels of self-maintenance and customer self-service. iPipeline’s 24 years of extensive industry experience and customer success shine through this new Website.”

The new global Website offers industry-wide solutions based on 11 key needs: Digitize Your Business; Distribute Products Anytime, Anywhere; Quote & Illustrate Life Insurance; Streamline New Business & Underwriting; Deliver Policies & Documents; Enrich the Agent, Advisor & Consumer Experience; Modernize Policy Administration; Create a Customer Portal; Leverage Data Analytics & AI; Launch & Manage New Products; and e-Sign Documents Securely. Markitects of Wayne, PA, is the agency on record for iPipeline’s Website project.

iPipeline’s SSG Digital™ end-to-end 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. To learn more about iPipeline’s industry solutions, 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

iPipeline Receives Guardian Life’s 2019 Innovative Partner of the Year Award

iPipeline

iPipeline Innovations Support Guardian’s Strategy to Improve Digital Experience and Increase Consumer Engagement

EXTON, PA (November 5, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Guardian Life, a leading provider of insurance and wealth management products and services, selected iPipeline to receive its 2019 Innovative Partner of the Year Award. The decision to present iPipeline with this industry leadership award was based on iPipeline’s role in supporting Guardian’s IM (Individual Markets) Business and their key strategy to improve the digital experience and increase consumer engagement. The award, presented at the 2019 Guardian Enterprise Business and Technology Services Supplier Summit held at Guardian’s Auditorium in Holmdel, NJ, was received by Larry Berran, CEO, iPipeline.

“Delivering a comprehensive digital experience is critical to cementing enduring relationships with agents and consumers. Success hinges on bringing innovations to the marketplace that ultimately result in speed-to-market advantages and increased customer satisfaction. Our efforts with Guardian have resulted in a unique partnership whose focus is on mutual success and, importantly, helping more families acquire the financial products they need to secure their futures, as ‘Everyone Deserves a Guardian,’” said Larry Berran, CEO, iPipeline. “Guardian is a true leader in the implementation of next-generation solutions that optimize the selling and buying experience. iPipeline is honored to be recognized as Guardian’s 2019 Innovative Partner of the Year and looks forward to collaborating with Guardian on many more industry firsts to support their strategic growth and technological initiatives.”

“Digitization is having a profound and positive impact on how we work as an industry and on the families we serve. Our ability to work with innovative companies like iPipeline enables us to break new ground and supercharge business processes to meet the expectations of our customers for a digital buying experience,” said Nick Volpe, VP, CIO of Individual Markets and Customer Technology, Guardian Life. “iPipeline has consistently delivered innovations to support our evolving platform strategy. They have become an integral part of the Guardian implementation team, and this level of collaboration continues to enhance the agent and customer experience. We are honored to recognize iPipeline as Guardian’s 2019 Innovative Partner of the Year.”

iPipeline’s end-to-end, 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. To learn more about iPipeline’s industry solutions, 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 SSG Digital 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 Partners with FIDx to Provide AFFIRM Order Entry Capabilities to Users of Insurance Exchange (Ix)

iPipeline

EXTON, PA – September 25, 2019 – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced a partnership with Fiduciary Exchange, LLC (FIDx) that integrates AFFIRM for Annuities order entry product with e-Signature onto their platform. Used by the nation’s top financial institutions, AFFIRM for Annuities supports customized workflows to help address compliance and suitability concerns.

“iPipeline is pleased to announce our new partnership with FIDx and the integration of AFFIRM for Annuities with e-Signature into the Insurance Exchange. Our partnership with FIDx will simplify workflows, streamline suitability reviews, and accelerate the overall order entry process for advisors,” said Larry Berran, CEO, iPipeline. “iPipeline’s next-generation products are designed to optimize advisor sales performance and enhance the consumer experience. We are dedicated to the success of our new partnership and look forward to extending it to include our AFFIRM for Life product to support insurance sales.”

AFFIRM for Annuities is a compliance and order management system designed to integrate a carrier’s complex product rules with a distributor’s compliance processing requirements (customized workflows and suitability reviews) to generate transactions that are “in good order.” The partnership with FIDx will ensure annuity applications are electronically submitted to carriers for processing after successfully passing all supervisory reviews, providing advisors with streamlined order entry.

“The addition of iPipeline’s AFFIRM for Annuities to our FIDx platform provides advisors accessing the Insurance Exchange with an automated order entry tool to help address compliance concerns,” said Richard Romano, CTO, FIDx. “We are committed to continually expanding our platform offerings, integrating top insurance carriers, and offering technology innovators, like iPipeline. We strive to ensure advisors have access to annuity products that help solve for their clients’ needs for guaranteed income and provide a consolidated set of tools to meet their individual needs. Digital transformation and a seamless advisory experience are a key focus for FIDx, and iPipeline’s AFFIRM for Annuities product offers the necessary capabilities to support this important initiative.”

FIDx officially launched the Insurance Exchange (Ix) in June 2019, to fill a much-needed gap in the annuity and financial services space. As a product-agnostic exchange, the company acts as the middleman, seamlessly connecting advisors to leading insurance carriers and annuity products. Founded by notable industry problem solvers, FIDx puts annuity sales on par with mutual funds, exchange-traded funds, and separately managed accounts. FIDx is also the first annuity products platform provider supporting Envestnet’s Insurance Exchange.

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 Fiduciary Exchange, LLC (FIDx)
Fiduciary Exchange, LLC (FIDx) is a technology-empowered network that seamlessly integrates the brokerage, insurance and advisory ecosystems to offer best-in-class annuities and insurance solutions from the industry’s leading carriers. Motivated by its mission to expand the frontiers of the wealth management space and provide holistic solutions to address investors’ changing needs, FIDx enables advisors to offer guaranteed income and downside protection as core components of their clients’ portfolios—integrated within the same wealth management platforms they already use every day. An independent technology firm led by seasoned industry veterans and built from the ground up as an integrated platform, FIDx is providing a modern solution to bridge advisory firms to insurance carriers so advisors can truly deliver comprehensive advice, enabling their clients to achieve retirement security. For more information on FIDx, visit www.fid-x.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 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

For FIDx:
FiComm Partners
Jessica Torchia
Jessica.Torchia@FiCommPartners.com
908.872.7319

iPipeline Announces Appointment of Michael Plazony as Vice President, Carrier Sales

iPipeline

EXTON, PA (September 17th, 2019) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Michael Plazony as Vice President of Carrier Sales. A 40-year veteran with a record of success in driving profitable growth and revitalizing market-leading companies, Plazony comes to iPipeline from Kemper Life, where he served as President with over 2,600 career debit agents and managers and 300 in the corporate staff.

“Our appointment of Michael to the role of Vice President of Carrier Sales signals our commitment to provide insurers with a unique view into the buying experience. He has successfully served as a catalyst for change with top carriers seeking to digitally transform their front- and back-office operations and accelerate sales,” said Larry Berran, CEO, iPipeline. “At both Kemper Life and Erie Insurance, Plazony partnered with us to successfully deploy our next-generation technology, including iGO® e-App with a Point-of-Sale Instant Issue process, that made it easier for agents to sell life insurance. Organic, new life sales are not easily achieved. Michael will be able to provide invaluable guidance based on first-hand experience throughout the selling process, and we are excited to have him as a key executive on the iPipeline team.”

“The opportunity at iPipeline fits perfectly with my next-phase career goal of helping multiple insurance carriers implement the front- and back-office digital solutions necessary to drive profitable revenue,” said Michael Plazony, Vice President of Carrier Sales, iPipeline. “iPipeline has the most extensive digital platform within the life insurance industry and continues to bring new innovations to the marketplace. The addition of a policy administration system is a powerful game-changer as iPipeline now has the complete “soup-to-nuts’ platform to enable carriers to accomplish their digital transformation goals.”

As Senior Vice President of Erie Insurance Group’s Life Company, Plazony delivered customer-focused competitive products with technology improvements that drove growth with increased cross-selling of life insurance products. Earlier roles include a variety of executive positions at market-leading companies including Bankers Life & Casualty, Caremark, Travelers Insurance, and Trustmark. Plazony earned his Bachelor of Arts degree in Political Science at Indiana University.

For assistance in reimagining how your organization does business and to achieve a competitive advantage, contact 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.

For iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

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

iPipeline

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.  

iPipeline to Be Acquired by Roper Technologies

iPipeline

EXTON, PA (August 8, 2019) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry today announced that it will be acquired by Roper Technologies, Inc, a diversified technology company and a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. The acquisition is expected to close in the third quarter, subject to regulatory approval and customary closing conditions. iPipeline also announced the appointment of Larry Berran as CEO.

Roper has a successful history of acquiring well-run technology companies in niche markets that have strong, sustainable growth potential. iPipeline’s track record of profitable growth and leading position within its core markets make it an excellent fit for Roper’s long-term strategy.

“Roper’s acquisition of iPipeline is a great opportunity for our customers, employees, and partners,” said Larry Berran CEO of iPipeline. “Roper provides iPipeline with a long-term foundation to further develop the life insurance and financial services industry’s leading platform and execute on our core purpose of helping our customers secure the financial futures of families. Insurance products provide people protection when they need it most, and we are committed to providing leading digital technologies to expand the market. Roper’s commitment to sustained investment in our business model, products, services, and employees means we will continue to deliver these solutions and domain expertise that have driven significant value for our customers for 25 years.”

As part of the transition, Tim Wallace announced his move into a strategic advisor role. “Roper’s acquisition of iPipeline is a great outcome for our organization and the entire iPipeline ecosystem. I look forward to supporting Larry Berran, my business partner for the last 11 years and a driving force at iPipeline for 17 years, as he assumes this important role.”

“We are excited to add another industry-leading, cloud software business to our family,” said Neil Hunn, Roper’s President and CEO. “The iPipeline transaction demonstrates our disciplined capital deployment strategy, which results in the acquisition of high-quality businesses.”

iPipeline will continue to manage the business from its Exton, Pennsylvania headquarters. iPipeline’s name and brands are not expected to change as a result of the transaction.

iPipeline is currently an investment of Thoma Bravo, a leading private equity firm. Credit Suisse served as exclusive financial advisor to iPipeline, and Kirkland & Ellis LLP and Lauletta Birnbaum LLP served as legal advisors to iPipeline and Thoma Bravo.

About Roper Technologies

Roper Technologies is a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. Roper operates businesses that design and develop software (both license and software-as-a-service) and engineered products and solutions for a variety of niche end markets. Additional information about Roper is available on the Company’s website at www.ropertech.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 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.

For More Information:
Roper Technologies Investor Relations Contact:
investor-relations@ropertech.com
941-556-2601

iPipeline Customer and Media Contact:
Jessica Brown, Marketing
Jessica.Brown@iPipeline.com
484-870-6133