ipipeline Overview

iPipeline provides cloud-based, no-code and low-code SaaS solutions for the insurance and financial services industry. Its SSG Digital platform streamlines sales, compliance, operations, and support across the ecosystem.

Use Cases

Customers recommend Advertisement, Digital Signature, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using ipipeline.

Other use cases:

  • Helpdesk Management
  • Collaboration
  • Workflow Management
  • Engaging And Following Up
  • Training & Onboarding
  • Contact List Management
See all use cases See less use cases

Business Priorities

Launch New Products and Grow Market Share are the most popular business priorities that customers and associates have achieved using ipipeline.

Other priorities:

  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve Internal Communications
See all business priorities See less business priorities

ipipeline Use-Cases and Business Priorities: Customer Satisfaction Data

ipipeline works with different mediums / channels such as Phone Calls. Social Media. and Website.

Reviews

"...We benefit by being able to plug PolicyHS directly into our consumer facing website and call center with very little IT development on our side...." Peer review by Gregg Poston, Vice President, Individual Operations, OneAmerica

Popular Business Setting

for ipipeline

Top Industries

  • Information Technology and Services

Popular in

  • Small Business

ipipeline is popular in Information Technology And Services, and is widely used by Small Business,

Comprehensive Insights on ipipeline Use Cases

What makes ipipeline ideal for Digital Signature?

What Are the key features of ipipeline for Collaboration?

Case Studies

Insurance

CASE STUDY Levinson & Associates

iSolve from iPipeline helps Levinson & Associates, a leading IMO, support 15,000 agents with fast, accurate quoting for multiple carrier permanent products. The tool streamlines research and quoting,... saving time and boosting speed to market. Levinson & Associates expects immediate adoption by agents. Bill Levinson, managing partner, calls iSolve a potential game changer for their business.

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Insurance

CASE STUDY Carrier Customer (Director, Life Operations)

InsureSight by iPipeline helped a large insurance carrier improve analytics and speed up underwriting. The carrier faced issues with slow processes, lack of control, and no clear productivity metrics.... By adopting InsureSight, they gained real-time insights into cycle times and agent performance. They found applications collected with premium had a 30% higher placement ratio and cases issued 21 days faster. The carrier now tracks vendor accountability and can export detailed data quickly for reporting.

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Financial Services

CASE STUDY SimplyBiz

SolutionBuilder by iPipeline helped SimplyBiz give its members better protection product sourcing. Some members had no quoting engine, while others used many platforms. SolutionBuilder made quoting f...aster and more complete. Nearly 1,000 members now use it. Client conversion rates went up by 8.8%. Income protection applications rose by 77%. Members can now source from the full provider panel and get better reports. This improved the quality of protection for clients.

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Insurance

CASE STUDY W Life Insure

PreQuo Lead Gen helped W Life Insure improve customer engagement for protection products. Before, their lead generation focused on mortgage clients and needed manual work. With PreQuo, they added liv...e, interactive quotes to their website. Customers could see costs right away and change numbers themselves. The tool recorded what customers entered, helping staff have better talks with prospects. W Life Insure promoted the tool by email, social media, and their website. Clients gave great feedback and liked the fast, easy experience.

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ipipeline Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.27/5 ★

Read Reviews (7)
Analytics

3.89/5 ★

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.27/5 ★

Read Reviews (7)
Analytics

3.89/5 ★

Read Reviews (4)

ipipeline Integrations

ipipeline integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.28/5 ★

Read Reviews (4)
Data Export

3.65/5 ★

Read Reviews (2)

OneLogin

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

ClickDimensions

3.99 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SignNow

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

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for ipipeline

Top Failure Risks for ipipeline

iPipeline, Inc. News

Executive

iPipeline Taps Industry People Leader Holly McGiboney to Drive Talent Strategy and Support Growth - Yahoo Finance

iPipeline has appointed Holly McGiboney as Chief Human Resources Officer to lead talent acquisition and employee experience strategies, supporting the company's growth. McGiboney, with extensive experience in HR leadership across fintech and SaaS sectors, will focus on enhancing recruitment and employee engagement. She succeeds Diane Rowell and will report directly to CEO Pat ODonnell.

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Product

iPipeline enhances protection sourcing platform with support from The Openwork Partnership

iPipeline has upgraded its protection sourcing platform, integrating support from The Openwork Partnership. This enhancement streamlines the quote and underwriting process for advisers, improving efficiency in sourcing life insurance and protection products. The collaboration leverages iPipelines digital technology to deliver faster, more accurate premium comparisons and better customer outcomes in the financial services sector.

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Product

iPipeline Launches Advanced Underwriting on SolutionBuilder Alongside Project Partners, The Openwork Partnership - Financial IT

iPipeline has launched advanced underwriting capabilities on its SolutionBuilder platform, in collaboration with The Openwork Partnership. This enhancement streamlines digital underwriting for life insurance, pensions, and investment advisors in the UK, improving efficiency and risk assessment. The update strengthens iPipelines position in digital insurance solutions and supports advisor workflows with integrated technology.

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Product

iPipeline launches advanced underwriting alongside project partners, The Openwork Partnership

iPipeline has launched Advanced Underwriting for its SolutionBuilder platform, developed in collaboration with The Openwork Partnership. This enhancement delivers more precise, upfront protection quotes and underwriting decisions for advisers in the UK life insurance and pensions market. The feature addresses a key industry challenge by improving quote accuracy and streamlining the application process.

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iPipeline, Inc. Profile

Company Name

iPipeline, Inc.

Company Website

https://www.ipipeline.com/

HQ Location

222 Valley Creek Blvd, Suite 300, Exton, PA 19341, US

Employees

501-1000

Social

Facebook Linkedin Twitter

Financials

PRIVATE