Exton, PA (June 6, 2017) –
iPipeline® – a leading provider of cloud-based software solutions for
the life insurance industry – today announced Raymond James® and
OneAmerica® will be deploying iPipeline’s DocFast® e-Delivery solution.
Designed to optimize digital interaction between sellers and their
customers, DocFast will initially be used to deliver life insurance
policies and related documents based on a collaborative workflow
including the insurer, distributor, financial advisor and customer.
Raymond James currently has approximately 7,200 affiliated advisors.
insurance industry prints billions of pages of documents per year to do
business. This is done at an astronomical cost, and this paper-based
process creates roadblocks to streamlining the selling and buying of
insurance,” said Tim Wallace, CEO, iPipeline. “Today’s digital customer
expects communications and documents, including insurance policies, to
be delivered electronically. DocFast has been designed to fulfill this
need specifically for the insurance industry. Raymond James and
OneAmerica are leading the way and setting the pace for others to
“At Raymond James, we embrace technology that enhances
the advisor client relationship and that strengthens our position as an
industry leader in technology. Our ability to exceed the expectations of
clients includes providing them with the best client experience,
technologies, and a higher caliber of service,” said Beth Maziad, Senior
Vice President, Private Client Group Investment Product Operations,
Raymond James. “DocFast is designed to specifically meet the needs of
the life insurance industry and is an easy-to-use tool for our advisors
to help better serve their clients. Our recent pilot with OneAmerica
demonstrated positive results, and we see the solution launch taking us
one step closer to achieving our digital transformation goals. e-Policy
delivery for life insurance will be rolled out to clients first with
annuity contract deliveries following in the future.”
for our customers to use DocFast to review our policies through Raymond
James is a tremendous step forward. At OneAmerica, we’re committed to
continually improving customer experience, and Raymond James’ deployment
of DocFast makes doing business easier, faster and more efficient for
financial professionals and policyholders,” said Gregg Poston, Vice
President, Individual Operations, OneAmerica. “Based on their extensive
knowledge of how the life insurance industry works, iPipeline has
created a unique e-Delivery solution to enable us to more effectively
engage our digital customers. DocFast has filled a technology gap, and
we are pleased to be working with Raymond James on the rollout.”
for e-Delivery is also now available with iPipeline’s unique upsell
feature, which allows the customer to increase coverage based on
pre-approved amounts. Customers receive pre-approved coverage
options that encourage policy upsell opportunities. Customers can also
increase their death benefit, change term lengths, and select payment
modes in an intuitive user interface. Premiums are automatically
recalculated and policies amended without a lengthy re-issue process.
learn how you can explore iPipeline’s diversified solutions to support
all of your key business needs and improve the customer experience,
About Raymond James
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. The company has 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $643 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.
national leader in the insurance and financial services marketplace for
140 years, the companies of OneAmerica help customers build and protect
their financial futures. OneAmerica offers a variety of products and
services to serve the financial needs of their policyholders and
customers. These products include retirement plan products and
recordkeeping services, individual life insurance, annuities, asset
based long-term care solutions and employee benefit plan products.
Products are issued and underwritten by the companies of OneAmerica and distributed through a nationwide network of employees, agents, brokers and other sources that are committed to providing value to our customers. Visit https://www.oneamerica.com/.
is a leading provider of cloud-based software solutions for the life
insurance industry. Through our SaaS solutions, we accelerate and
simplify insurance sales, compliance, operations and support. We provide
process automation and seamless integration between every participant
in the life insurance industry including carriers, agents (such as
financial advisors and independent insurance agents), distributors (such
as banks, broker-dealers and general agencies) and consumers. Our
innovative solutions enable automated processing for pre-sales, new
business and underwriting, point-of-sale execution of applications,
post-sale support, reporting, consumer delivery and agency management.
provides the process automation and seamless integration needed on a
global basis to make a sale by aggregating more than 120 carriers, 875
distributors and financial institutions, and their producers and
licensed advisors in a cloud-based environment. With headquarters in
Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort
Lauderdale, Huntersville, Philadelphia, Pleasanton, Salt Lake City, and
Vancouver. Visit www.ipipeline.com.
Raymond James and iPipeline are not affiliates of the companies of OneAmerica.