Insights
Category:
Blogs
5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales
XRAE® from iPipeline is designed for use by agents as well as distributors, offering a seamless and comprehensive underwriting experience that maximizes productivity.
By iPipeline
April 16, 2024
Blogs
Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.
By iPipeline
March 29, 2024
Blogs
An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. Here are six key factors to keep in mind.
By iPipeline
March 4, 2024
Blogs
Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.
By iPipeline
October 20, 2023
Blogs
Adopting new technology can help propel your business into the future and give you an edge over your competition. We share some tips on how to select the right technology to make adoption sustainable and enable you to tap into ongoing growth.
By iPipeline
August 31, 2023
Blogs
Advisors report spending 50% of their time completing back-office tasks like filling and processing forms. With automated financial forms filling, you can skip the frustration, get your time back, and give your clients the customer-centric experience they seek.
By iPipeline
June 8, 2023
Blogs
We recently asked our customers what trend they were seeing in the insurance and financial services industry, and they overwhelmingly replied that it is the demand for a customer centric business model.
By Dennis LaTour
May 3, 2023
Blogs
As part of our dedicated commitment to helping people secure their financial futures, the iPipeline team focuses on streamlining and optimizing annuities and life insurance for wealth managers.
By iPipeline
December 19, 2022
Blogs
In today’s business environment, data is the new currency. The industry leaders of today are the data-driven companies.
By iPipeline
August 9, 2022
Blogs
Give yourself an edge over your competition and explore 5 ways to improve your placement ratio. Imagine what insights you could have with InsureSight.
By iPipeline
August 9, 2022
Blogs
The experience and impacts of inefficient NAO workflows are chronic — and treatable, with digital technology solutions that are designed to automate and streamline the NAO workflow.
By Robert Powell
July 20, 2022
Blogs
The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.
By Bill Atlee
June 30, 2021
Case Study
"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight
By iPipeline
April 1, 2021
Blogs
We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!
By Bill Atlee
April 1, 2021
Case Study
The AlphaTrust e-Sign integration resulted in unexpected advantages for us.
By iPipeline
October 11, 2019
Case Study
Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.
By iPipeline
October 3, 2019
Case Study
Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.
By iPipeline
October 3, 2019
Case Study
Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.
By iPipeline
October 3, 2019
Case Study
ASSURITY iPipeline and Assurity – A Comprehensive Look at Our Partnership
By iPipeline
September 13, 2019
Case Study
Speed and accuracy are critical during the open enrollment period for Medicare Supplement.
By iPipeline
September 1, 2019
Case Study
CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign
By iPipeline
September 1, 2019
Case Study
An Interview with ELCO Mutual Life and Annuity
By iPipeline
September 1, 2019
Case Study
Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.
By iPipeline
September 1, 2019
Case Study
As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations...
By iPipeline
September 1, 2019
Case Study
As a life insurance brokerage, we take great pride in providing our brokers with the ultimate products and tools needed to simplify the complexities of the life insurance market. iSolve is an innovative and powerful tool, which will save our brokers a lot of time and enable them to close more cases rapidly and efficiently.
By iPipeline
September 1, 2019
Case Study
Digital transformation is a critical component of the continued success of our industry.
By iPipeline
September 1, 2019
Case Study
As part of Lincoln’s commitment to helping individuals achieve their financial goals...
By iPipeline
September 1, 2019
Case Study
CASE STUDY As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate
By iPipeline
August 1, 2019