Tag: press release

iPipeline’s New Global Website Features Extensive SSG Digital Platform Offering

Written by iPipeline on . Posted in Press & News.

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

Written by iPipeline on . Posted in Press & News.

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)

Written by iPipeline on . Posted in Press & News.

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

Written by iPipeline on . Posted in Press & News.

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

iPipeline to Be Acquired by Roper Technologies

Written by iPipeline on . Posted in Press & News.

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

Foresters Financial Automates Canadian Advisor Experience with iPipeline’s e-App

Written by iPipeline on . Posted in Press & News.

EXTON, PA (July 30, 2019) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry today announced that Foresters Financial™, a socially responsible provider of financial services to middle-market families, has selected iGO® e-App to automate the selling experience for Canadian independent advisors and their customers. iGO e-App, the most widely deployed wizard-based e-App in North America, is used daily by over 1,350 distributors and financial institutions, and hundreds of thousands of agents and advisors in the U.S. Canadian advisors will be able to simplify and streamline sales by accessing the e-App via Foresters’ and Canadian MGA’s websites.

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.

“Foresters has long been an advocate of iPipeline’s iGO e-App, having put our product to work in the U.S. marketplace with independent agents.The decision to bring our e-App to Canadian MGAs and advisors underscores their commitment as an industry leader to bring innovation and progressive change to the Canadian financial services industry,” said Tim Wallace, CEO, iPipeline. “iPipeline’s recent acquisition of Bluesun in Ontario signals our interest in building a Canadian network of insurers and MGAs, all of whom would use our SSG Digital Platform for a common user experience and gain speed-to-market advantages. We highly value our relationship with Foresters and look forward to becoming their platform of choice in Canada.”

“The reduction in both cycle times and not-in-good-order submissions has accelerated policy issuance and enhanced the Foresters customer experience in the U.S.,” said Bruce Hodges, Chief Operating Officer, Foresters. “Our end goal is to make it easier for Canadian MGAs and their advisors to do business with us.iGO e-App will ensure that 100% in-good-order applications are submitted for processing. Advisors will be paid their commissions sooner, and families seeking life insurance protection and other financial products will receive what they need faster. Going forward, Foresters will investigate the potential to expand the power of this platform across our enterprise.”

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 Foresters Financial

Since 1874, Foresters Financial has been providing socially responsible financial services to individuals and families. Foresters Financial includes The Independent Order of Foresters, the oldest non-denominational fraternal benefit society. Foresters is a purpose-driven organization that exists to enrich family and community well-being and offers insurance products to over three million members and clients in Canada, the US and the U.K. For 18 straight years, The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best1. For more information please visit www.foresters.com.

Foresters Financial and Foresters are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.

1The A.M. Best rating assigned on August 2, 2018 reflects the overall strength and claims-paying ability of The Independent Order of Foresters (IOF) but does not apply to the performance of any non-IOF issued products. An “A” (Excellent) rating is assigned to companies that have a strong ability to meet their ongoing obligations to policyholders and have, on balance, excellent balance sheet strength, operating performance and business profile when compared to the standards established by A.M. Best Company. A.M. Best assigns ratings from A++ to F, A++ and A+ being superior ratings and A and A- being excellent ratings. See ambest.com for our latest rating.

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 more than 135 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.

417679 CAN (07/19), 417679 FR (07/19)

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For iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

For Foresters Financial:

Greg Hubert
Foresters Financial
416-429-3000 Ext: 4044
ghubert@foresters.com

Lafayette Life Enhances Customer Experience with iPipeline’s e-Delivery Product

Written by iPipeline on . Posted in Press & News.

EXTON, PA (July 15th, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced The Lafayette Life Insurance Company, a Cincinnati-based provider of life, annuity, retirement and pension products, has selected DocFast® e-Delivery to enhance its digital customer experience. DocFast® streamlines and improves the customer communication experience by digitally enabling reviews, downloads and printing for statements, forms and other important transactional documents.

Rapid digital delivery and two-way communication offer speed-to-market advantages and allow requirements to be collected with ease – communication is immediate, and documents are quickly and securely delivered.

“It’s difficult to achieve digital transformation in the absence of an e-Delivery solution. Customers have grown accustomed to receiving electronic notifications, handling less paper to speed transactions, and electronically accessing sensitive documents through secure websites. It’s how business is being done today,” said Tim Wallace, CEO, iPipeline. “Collecting requirements faster, speeding document deliveries, and avoiding cycle time delays all equate to a more efficient and productive business process. Lafayette Life’s decision to enhance its customer experience with DocFast places it in the company of other top insurers working with us to digitally transform our industry.”

“Our customers can expect to have an increasingly digital experience with Lafayette Life. The introduction of iPipeline’s DocFast e-Delivery product, with our current e-Signature capability, reinforces our commitment to making it easier for customers to do digital business with us,” said Bryan Dunn, President and CEO, Lafayette Life. “Our goal is to efficiently service the requests made by customers for specific products and services matched to their financial needs. The ability to do this rapidly and securely with e-Delivery is a win-win for us and our customers’ families.”

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 Lafayette Life

With more than 100 years of service to policyholders, The Lafayette Life Insurance Company is a financially strong provider of individual life insurance, annuities, and retirement and pension products and services. Lafayette Life is a member of Western & Southern Financial Group, Inc., a Fortune 500 company and parent company of a group of diversified financial services businesses whose heritage dates back to 1888. With the strength of our organization and our ongoing commitment to servicing you, your business and your family, The Lafayette Life Insurance Company is a company you can depend on. Find out more about our financial strength and distinguished history at Lafayette Life Insurance Company.

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 more than 135 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 iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

SBLI Simplifies Accelerated Underwriting Program with iPipeline

Written by iPipeline on . Posted in Press & News.

EXTON, PA (July 9th, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced SBLI (The Savings Bank Mutual Life Insurance Company of Massachusetts) has implemented iGO® Drop Ticket to simplify its Accelerated Underwriting program for independent agents and their customers. Over 250 distributors are currently participating in SBLI’s program.

iGO Drop Ticket is an intelligent, rules-based short form, used by producers and call center support staff for insurance application processing. iGO Drop Ticket runs on iPipeline’s SSG Digital platform, which integrates directly with over 1,350 websites within the U.S.

“The complexities of selling life insurance are vast and contribute to the high number of underinsured in the U.S. Between state regulations, numerous product options, and thousands of forms, selling this important part of a family’s financial future isn’t always easy,” said Tim Wallace, CEO, iPipeline. “iGO Drop Ticket removes these barriers by simplifying what agents need to submit to a carrier to get the job done.”

“Agents send the ticket and the accompanying data directly to the carrier’s call center system, freeing them to concentrate on selling more while the center handles behind-the-scenes processing,” added Wallace. “This means more commissions for agents, better efficiency at call centers, and faster policy issuance for families seeking coverage. We are pleased to be a part of SBLI’s Accelerated Underwriting program.”

“The industry averages around 30 days for the issuance of life insurance after the application is submitted, and this is just too long for our customers. By expanding our drop ticket coverage to include iPipeline customers, we are increasing the opportunity for producers to submit business to SBLI more easily. Additionally, by using our award-winning Accelerated Underwriting program for agents and their consumers with iGO Drop Ticket, more than half of our Accelerated Underwriting decisions can be made in five days or less for up to $500K in coverage,” said Denis Clifford, SVP, Chief Distribution Officer, SBLI. “This program is being made available to all consumers and distributors, regardless of the risk class, to simplify and speed processing. We are excited to be able to more rapidly insure families seeking affordable protection with the help of iPipeline’s innovations.”

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 SBLI

Conceived by U.S. Supreme Court Justice Louis D. Brandeis, Savings Bank Mutual Life Insurance (SBLI) was established in Massachusetts in 1907. Today, SBLI is a policy-holder-owned provider of safe, low-cost life insurance products, currently licensed in 49 states and the District of Columbia. For more information, call the SBLI Brokerage Sales Desk at 888-224-7254 and select option 1, or email brokerage@sbli.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 more than 135 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 iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

iPipeline and Atidot Partner to Mine In-Force Data for Life and Annuity Sales

Written by iPipeline on . Posted in Press & News.

EXTON, PA – June 11th, 2019 – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced an exclusive partnership with Atidot, a Gartner “Cool Vendor” insurtech company empowering the life insurance industry with big data and predictive analytics. The InsureSight® In-Force Service powered by Atidot® will enable Insurers in North America to predict customer insurance and financial needs, lapse patterns and profitability. As part of the service, customer behavior, based on machine learning, AI and actuarial models, is used to build target-qualified opportunities for proactive customer retention and upsell and cross-sell efforts for life and annuity products. The in-force service is available as a module for InsureSight, iPipeline’s data analytics and benchmarking product.

“Data is a power-selling tool, but in the absence of technology to optimize the value of the data that defines client behavior and predicts purchasing needs, it might as well not exist. Our new InsureSight In-Force Service enables Insurers to surface highly qualified revenue opportunities for agents and advisors, which might otherwise not surface,” said Tim Wallace, CEO, iPipeline. “Understanding what life events will drive clients’ future purchasing decisions enables agents and advisors to proactively match the optimal life insurance and financial products to their clients’ needs. We expect carriers and financial institutions to experience a 25% improvement in revenue from the upsell and cross-sell activity. This is transformative for any organization looking to optimize in-force data, and we are excited to offer this new service to the iPipeline customer ecosystem.”

“The InsureSight In-Force Service has been designed to reduce business volatility, monetize current data, and increase overall profitability for life insurers and financial institutions. By enriching the insurers data with iPipeline and 3rd party external data sources, this new service creates more accurate projections for an in-force book of business. It can also predict premium persistency, lapse rates, up-sell, conversion rates, the probability to be under-insured, and more,” said Dror Katzav, CEO, Atidot. “But prediction is just the tip of the iceberg. If you know your data, you can simulate buying scenarios, you can use the projections to manage your capital better, you can get better re-insurance prices, you can focus on desirable customer segments with specific behavior, and you can better navigate your business decisions. We’re excited to be teaming with iPipeline on delivering this new enhancement to the SSG Digital Platform for the North American marketplace.”

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 acquiring this new in-force module for InsureSight, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About Atidot

Atidot is an insurance technology company empowering the life insurance industry to become data-driven and optimize their book of business with big data solutions and predictive analytics. Founded by a team of data scientists and veteran actuaries, Atidot offers a cloud-based platform that provides data-driven insights to inform decision making, drive new business strategies, and create new revenue streams. Atidot works with leading life insurance and annuities providers to take control of their existing data to upgrade their risk modeling and to improve policyholder behavior prediction to improve sales, retention and in-force management. For more information, visit https://www.atidot.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 more than 135 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.

Southern Farm Bureau Life Enhances Customer Policy Servicing Experience with AlphaTrust e-Sign from iPipeline

Written by iPipeline on . Posted in Press & News.

EXTON, PA (May 29, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Southern Farm Bureau Life (SFBL) is enhancing the customer experience for policy servicing with the integration of AlphaTrust e-Sign into their business platform. The decision to implement AlphaTrust e-Sign was based on the customer’s ability to e-Sign with greater security within SFBL’s platform versus a 3rd party website, automatic signature notifications, private labeling, and price competitiveness.

“Despite what many may think, all e-Signature products are not created equal.One of the barriers to customer adoption is leaving the security of the carrier’s website to e-Sign at a 3rd party destination. This kind of experience can create security concerns for customers,” said Tim Wallace, CEO, iPipeline. “AlphaTrust e-Sign has an outstanding API, and we fully embed e-Sign within the carrier’s site. We also do not force co-branding on our customers and recognize their need to uniquely brand the e-Sign experience. All these capabilities add up to make AlphaTrust e-Sign a highly attractive and competitive product in today’s marketplace.We are pleased SFBL is trusting us with this vital part of their customer policy servicing experience.”

“The AlphaTrust e-Sign integration resulted in unexpected advantages for us.We rapidly realized most of our customers wanted to e-Sign in face-to-face meetings. This accelerated our straight-through processing by eliminating signature delays and streamlining policy servicing—a win-win for us and our customers,” said Charlie Allen, CTO, Southern Farm Bureau Life. “The automatic generation of e-Sign notifications is another plus for us. It notifies us when all parties have completed their signatures and eliminates a manually executed verification process. Having AlphaTrust e-Sign integrated into our platform is a big plus for us. We have substantially improved our customer journey and anticipate extending the value of AlphaTrust e-Sign throughout our selling and servicing process.”

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 Southern Farm Bureau Life

Southern Farm Bureau Life Insurance Company, chartered in 1946, began operations January 2, 1947, as a capital stock life insurance company. Today our organization has branched into cities and towns all over the South. As a result of our dedication to quality service, Southern Farm Bureau Life Insurance has grown in strength and stability. Visit www.sfbli.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 more than 135 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 iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

Pekin Life Insurance Innovates with iPipeline’s Underwriting and e-Delivery Solutions to Power Core New Business Platform

Written by iPipeline on . Posted in Press & News.

EXTON, PA (May 7, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Pekin Life Insurance is innovating with Resonant® for new business and underwriting and DocFast® for e-Delivery to power its core new business platform. The platform is used to automate and simplify sales activities for 1,500 distributors.

SSG Digital™, iPipeline’s end-to-end core platform for the life insurance and financial services industry, is the most widely used platform among independent and captive agents and licensed financial advisors in North America.

“Digital transformation is a key focus for executives in life insurance and financial services seeking to accelerate the speed of business.Pekin Life’s decision to implement our new business and underwriting and e-Delivery solutions is enabling them to deploy a powerful, end-to-end core platform to optimize sales for their independent agents,” said Tim Wallace, CEO, iPipeline. “Our SSG Digital platform delivers the most extensive capabilities offering in North America.Pekin Life’s tightly integrated quoting, illustrations, and e-app products are now enabling them to feed critical data into their underwriting and e-delivery process. This is a game changer, and it demonstrates how one platform has the ability to power new business functions across the enterprise.”

“As a result of our decision to innovate, information from the e-App will be directly transferred to our underwriting environment to reduce processing time. Approved policies will, in the very near future, be e-delivered to our customers to speed issuance and get them protected faster. This is an enormous gain for Pekin Life and our customers,” said Diane Steiner, Vice President, Life Underwriting, Pekin Life Insurance. “Pekin Life is focused on providing peace of mind and long-term security for our policyholders, shareholders, agents, and employees. Our digital transformation initiative with iPipeline supports this focus and allows us to meet the expectations of our customers by offering them an innovative, easy and quick buying experience to accomplish their financial goals.”

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 Pekin Life Insurance

Pekin Insurance is a group name adopted to designate the combined operation of The Farmers Automobile Insurance Association, Pekin Insurance Company, PAC, Inc., and Pekin Life Insurance Company.

Pekin Insurance has been in business since 1921 and is one of the leading insurers in the state of Illinois, providing multiple lines of insurance. Pekin Insurance offers insurance coverage in 21 states through its growing agency force, which now totals 1,500 independent agencies and 8,500 insurance producers. The company is headquartered in Pekin, Illinois, with service offices at Phoenix, Arizona; O’Fallon, Rockford, and Warrenville, Illinois; Indianapolis, Indiana; Des Moines, Iowa; Columbus, Ohio; and Appleton, Wisconsin. Visit us at www.pekininsurance.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 more than 135 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.

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For iPipeline:

Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234