Tag: press release

iPipeline® Partners with iCover, Harnessing AI Underwriting to Optimize the Insurance Buying Experience

iCover’s Algorithmic Underwriting Enables Fast and Accurate Risk Assessment at the Point of Sale, and Significantly Higher Rates of Instant Decisions

EXTON, PA—September 15, 2022—iPipeline® announced that it has entered into a strategic partnership with iCover, an InsurTech provider of algorithmic underwriting for streamlining the assessment, pricing, and delivery of life insurance. This strategic alliance harnesses the power of both platforms—with iCover helping to strengthen iPipeline’s existing automated capabilities within its Resonant® solution—to create a faster life insurance sales cycle.

iCover, which will become available via iPipeline’s iGO® e-App, uses artificial intelligence (AI) predictive modeling to assess mortality risk, reducing the digital consumer application process to five minutes—and producing fully underwritten offers without labs, exams, or attending physician statements.

“As the demand for AI-driven automated medical underwriting grows, we have partnered with an innovative and progressive AI provider to create an even faster end-to-end selling process,” said Deane Price, Chief Executive Officer of iPipeline. “The combination of iPipeline and iCover will automate and simplify a process which can normally take weeks, while increasing sales and lowering overhead. This is a game-changing enhancement for the life insurance industry, and we are proud to offer it in our ecosystem.”

The strategic initiative with Chesterfield, MO-based iCover will offer iPipeline users:

  • Simplified and accelerated application interview and experience, where medical questions and responses are channeled into iCover’s algorithm model for accurately rating applicant risk.
    • This streamlined process can be applied to multiple types of products—including term and permanent life insurance, and fixed and variable annuities.
  • Lower cost per application, due to the elimination of underwriting risk assessment time from the process.
  • More instant offers because risk is priced using iCover data and proprietary analytics.
  • 75% straight-through processing rate, enabling more point-of-sale conversions, reducing sales cycle time, and allowing insurance agents to receive payment faster.

“We built a powerful decision framework that has revolutionized underwriting,” said Hari Srinivasan, Founder and CEO of iCover. “Working together with iPipeline, we can help insurers expand their reach and sell to a greater number of customers through a seamless, digital experience that just takes a few minutes.”  

About iPipeline

iPipeline is building the end-to-end digitized ecosystem for the life insurance and wealth management industries, which will enable millions of uninsured or under-insured Americans to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows—from quote to commission—and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. 

The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500® and Fortune 500® indices. For more information, please visit https://www.ipipeline.com/.

About iCover

iCover is a cloud-based algorithmic underwriting platform that helps insurers sell to the middle market. By leveraging data and predictive analytics iCover can quote, underwrite, and deliver life insurance in under 5 minutes. iCover was built by industry insiders Hari Srinivasan and Nicole Mwesigwa who applied their 30+ years of InsurTech experience and intimate knowledge of automated underwriting technologies. To learn more about iCover, visit www.icoverinsure.com.

Media Contacts:

Laura Simpson

JConnelly for iPipeline

973-713-8834

ipipelinepr@jconnelly.com

Hari Srinivasan

CEO & Founder, iCover

314-255-3861

hari@icoverinsure.com

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iPipeline® Provides Advisors Excel with Unified Path Toward Accessing Core Data Analytics in Financial Services

In Partnership with Snowflake, Turnkey Solutions Provider Enables Advisors Excel to Combine
Disparate Data Systems, Automate Workflows, and Create Practice Efficiencies to
Position Advisors for Unlimited Growth

EXTON, PA and TOPEKA, KS—June 22, 2022— iPipeline® announces that Advisors Excel, a Topeka-based financial marketing organization, will leverage iPipeline’s services to obtain real-time metrics for analyzing product and operational performance, generate competitive benchmarking and create market penetration opportunities. Financial advisors within the Advisors Excel network will also be able to leverage these insights for automating workflows to increase practice efficiencies.

iPipeline integrates its InsureSight Data Factory, which is powered by data cloud company Snowflake, with Advisors Excel’s customer relationship management (CRM) system. This takes previously siloed data from across the organization’s systems and unites it so that it can be shared across business lines. The end result enables Advisors Excel to analyze life insurance/annuity cases, quotes, and e-Application data – all in an easier and faster process — to access the streamlined data. This solution will enable Advisors Excel to generate scorecards for each advisor, providing them with their overall ranking compared to peers across key metrics, including cycle time, placement ratio, paid cases, and paid premiums.

To learn more about how iPipeline can help you leverage analytics and create efficiencies to capitalize on business opportunities, click here to see how we helped Advisors Excel increase their premium by $1.2 million in 12 months.

“Many distribution firms are working with disparate data systems that have created roadblocks for continued growth. We offer the ability to look at new ways to view data and in ways that intelligence tools and pivot tables simply cannot do,” said David Libesman, Vice President of Data Analytics at iPipeline. “By unifying their data streams through our InsureSight solution, Advisors Excel can now leverage core insights to scale its business, make staffing projections, and provide financial advisors with the opportunity to maintain a competitive advantage in the marketplaces they serve. We are extremely proud to play a key role in helping Advisors Excel become a data-driven company.”

Developed by iPipeline’s data analytics and data science team, the Case Analytics service in InsureSight leverages data from iPipeline’s Agency Management System, which is comprised of more than 300 BGAs (brokerage general agents), 70 carriers, 800,000 annual application submissions, $8 billion in annuity deposits, and $4 billion in life insurance premiums across the industry.

“We have worked with iPipeline consistently for more than a decade and have grown together as our businesses continue to evolve,” said Jim Bowman, President of Life at Advisors Excel. “iPipeline is truly a leader within the life insurance and annuities data space. We view iPipeline as a strategic partner for us over the long haul. As new solutions become available through their ecosystem, we are excited to expand this existing relationship and the services we currently leverage to meet our strategic vision.”

In partnership with data cloud company Snowflake, iPipeline takes the siloed information from Advisors Excel and organizes it into one centralized location. This enhances and streamlines regulatory oversight and compliance while providing financial advisors with a broad enterprise view across all channels.

“Big Data is not just a trendy marketing term; it’s become a necessity to empower our business leaders with different ways to view data from various perspectives,” said Ryan Fickel, Chief Technology Officer of Advisors Excel. “We can’t do that if data is isolated from one system to another. iPipeline has provided us with the tools and access to consolidate multiple datasets, producing insights that can affect our bottom line—such as performance and trends.”

To learn more about iPipeline’s InsureSight solution, please visit https://www.ipipeline.com/products/insuresight, or get in touch with a sales representative via our Contact Us page: https://www.ipipeline.com/contact-us/.

About iPipeline

iPipeline is building the end-to-end digitized ecosystem for the life insurance and wealth management industries, which will enable millions of uninsured or under-insured Americans to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows—from quote to commission—and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. 

The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500® and Fortune 500® indices. For more information, please visit https://www.ipipeline.com/.

About Advisors Excel

Advisors Excel, founded in 2005, has redefined the role a marketing organization can play in supporting independent financial advisors. Their growth has been unparalleled in the industry and is achieved by working with a smaller group of select advisors. With a focus on making good advisors great business owners, Advisors Excel has revolutionized how financial professionals build and operate their businesses. In 2021, the 500 advisors working with Advisors Excel did over $8.9 billion in annuity, Medicare, and life insurance production. Their affiliated Registered Investment Advisory Firm, AE Wealth Management, currently manages over $18.8 billion and has been named one of the fastest-growing RIAs in the country.

Media Contact:

Laura Simpson

JConnelly for iPipeline

973-713-8834

ipipelinepr@jconnelly.com

Tracey Stratton

Public Relations Manager, Advisors Excel

tracey.stratton@advisorsexcel.com

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iPipeline® Adds Speed of Underwriting to Quote Engine with Ethos to Deliver Insurance to Agents in Minutes

Ethos Becomes First Insurtech on the Platform as Proprietary iPipeline Technology Feature Optimizes Filtering of Policies with Instant Underwriting

EXTON, PA and AUSTIN, TX—June 16, 2022—iPipeline® announces that it has entered into a strategic alliance with Ethos, one of the largest term life insurance providers in the U.S., empowering Ethos to help a wider range of consumers benefit from its online life insurance coverage platform. As the first insurtech on the iPipeline platform, Ethos can now offer its white-labeled and customized life insurance assessment, application, and policy delivery services to the more than 400,000 agents across the iPipeline ecosystem.

Ethos’ mission is to make life insurance more affordable and accessible to as many Americans as possible. With Ethos, consumers can obtain life insurance policy quotes and apply online in minutes without medical exams. Using its proprietary technology stack, Ethos can process the application instantly, providing information about coverage eligibility and rates. Once the application is approved, the policyholder can activate their coverage immediately.

Insurtechs can appear lower in lists on quote engines that were traditionally designed to sort only by premiums. iPipeline resolves this issue by displaying a “speed score” to agents. Each carrier is measured by the amount of time it takes for an agent to complete their digital application, as well as the time it takes the carrier to make an underwriting decision. These speeds and qualification scores are displayed next to the carrier’s premium. Now for the first time, agents can sort via speed and any of these categories, allowing them to help their customers get the best product for their needs, especially as more and more consumers expect instant online experiences.

“Each agent determines what matters most to their client. Sometimes that’s speed—and sometimes it’s price,” said Bill Atlee, Founder and Chief Innovation Officer of iPipeline. “Our quote engines with the added ‘speed score’ search will help Ethos stand out in an industry that is used to a 30-to-45-day underwriting process. Agents can now view Ethos’s products alongside traditional carriers with the ability to consider more than just price. We’re excited to bring the Ethos products to the many agents in the iPipeline ecosystem, and we look forward to our ongoing partnership.”

“iPipeline’s distribution and innovation capabilities will help us as we continue on our mission to protect the next million families,” said Vipul Sharma, Chief Technology Officer at Ethos. “iPipeline shares our commitment to making life insurance more accessible and improving the experience—at every point in the process. This strategic alliance allows us to seamlessly reach more consumers through the thousands of insurance agents who use iPipeline.”  

About iPipeline

iPipeline is building the end-to-end digitized ecosystem for the life insurance and wealth management industries, which will enable millions of uninsured or under-insured Americans to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows—from quote to commission—and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. 

The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500®, Fortune 500®, and the Russell 1000® indices. For more information, please visit https://www.ipipeline.com/.

About Ethos

Ethos is a technology company. We make it easier than ever for everyone to protect their families with life insurance. Ethos has created the insurance industry’s most advanced proprietary technology, eliminating the traditional barriers to life insurance by developing instant and accessible products that make it easy for everyone to protect their families with life insurance online, in minutes without any medical exams. We issue billions in coverage each month and an invaluable amount of peace of mind for our families every single day. Ethos is a global company, with offices in Austin, San Francisco, Seattle, and Singapore. To learn more, visit www.ethoslife.com.

Media Contacts:

Laura Simpson

JConnelly for iPipeline

973-713-8834

ipipelinepr@jconnelly.com

Sarah Freeman

Method Communications for Ethos

ethos@methodcommunications.com

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BetterLife Selects iPipeline® to Digitally Transform Its Business & Better Serve Future Generations

125-Year-Old Fraternal Benefit Society Plans to Employ the iPipeline Ecosystem to Improve Agent & Member Experiences—and Set a Foundation for Scalable Growth

EXTON, PA and MADISON, WI—April 25, 2022— iPipeline® announces that BetterLife, a life insurance company which has been serving individuals, families, and communities for more than a century, will harness the iPipeline technology ecosystem to digitize its business operations to meet its aggressive growth goals.

Madison, WI-based BetterLife was created in January 2021 following the merger of two member-owned fraternal benefit societies with a combined 200+ years of providing affordable life insurance to American families. The company’s insurance product suite encompasses term life, universal life, whole life, final expense, and annuities.

BetterLife, licensed in 17 states, aims to increase its life insurance business in the next three to five years. The life insurance company has subscribed to iPipeline’s end-to-end new business ecosystem for both agent-led and consumer-led transactions, which will help families not only acquire the right coverage but also do so more quickly and easily.

“To survive in today’s marketplace, life insurance companies must embrace digitization and better position themselves to help those who want to protect their financial futures going forward,” said Bill Hunter, Senior Vice President of Sales at iPipeline. “We’re excited to extend our market-leading technology to the fraternal channel at a price point that is affordable and provides members with an improved process. With our end-to-end technology ecosystem and distribution network, BetterLife will be able to simplify its new business process and workflows across the organization, while providing an efficient and effortless digital experience that will help them open doors and grow efficiently.”

The iPipeline team put together a fully configurable technology package for BetterLife streamlining the new business workflow, using the proven best practices screen, forms, and processing. The pre-configured solution comes with workflows optimized for the agent and distribution partners. All this leads to a cost-effective, fast, and efficient implementation. To learn more about how iPipeline’s solutions work together to digitize and optimize life insurance and annuity business processes from start to finish, please visit https://www.ipipeline.com/customers/lifeannuities/.

“Today’s members and agents want a quick, easy, and customer-friendly process, just like they experience everywhere else in their lives. To do this, we need to embark on a strategic digital transformation, which will digitize our processes, making them much faster, easier to use, and error- proof,” said Dan Shinnick, CEO and Board Chair of BetterLife. “Following an extensive selection process, we chose iPipeline to be our partner in our digital transformation journey. iPipeline is recognized as an industry leader, and offered us the important ability to work with one vendor for the entire process—from quoting and illustrations to e-App, direct-to-consumer, automated underwriting, e-Delivery, and e-Signature.”

Customers who purchase life insurance and other forms of financial protection from fraternal benefit societies, like BetterLife, become members with ownership stakes and governance rights in these organizations. Profits not required for operations, claim payments, and reserve maintenance are given back to their communities through volunteer work and philanthropic donations, or put toward member-exclusive benefits. Fraternal benefit societies are tax-exempt under Chapter 501(c)(8) of the Internal Revenue Code.

About iPipeline

iPipeline is building the end-to-end digitized ecosystem for the life insurance and wealth management industries, which will enable millions of uninsured or under-insured Americans to secure their financial futures as part of a holistic financial planning experience. The firm is working to optimize all application and processing workflows—from quote to commission—and consolidating them within one of the most expansive straight-through processing platforms, significantly reducing paper, saving time, and increasing premiums and placements for insurance agents. iPipeline is also committed to offering premier subscription-based tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly incorporate life insurance and annuities into client accounts. 

The iPipeline digital ecosystem incorporates one of the industry’s largest data sets to enable advisors and agents to optimize their businesses. Since its establishment in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, the collection of 55 billion premiums, and the protection of 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500®, Fortune 500®, and the Russell 1000® indices. For more information, please visit https://www.ipipeline.com/.

About BetterLife

Founded in 1897, BetterLife is a different kind of life insurance company. BetterLife is member-owned and offers reliable protection, friendly service, and knowledgeable guidance, all with you and your loved ones in mind. We are passionate about making a difference in our communities. Our mission is to help our members protect their families’ financial futures, build better lives, and better their communities. For more information, please visit https://www.betterlifeins.com/.

Media Contact
Laura Simpson
JConnelly for iPipeline
973-713-8834
ipipelinepr@jconnelly.com

Dan Shinnick
CEO & Board Chair, BetterLife
608-824-6086
dshinnick@betterlifeins.com

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

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 Selected for 2021 Global InsurTech100 Award

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

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

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

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

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 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