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.
Business Priorities
Launch New Products and Grow Market Share are the most popular business priorities that customers and associates have achieved using ipipeline.
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
Peer review evidence (same sources as the product rating summary)
"...We also share information about your use of our site with our social media, advertising and analytics partners. ..." Life Insurance Software
"...See how SFBLI moved closer to achieving straight-through processing by integrating AlphaTrust e-Signature. ..." Life Insurance Software
"...It s a research and quoting product for permanent life insurance policy sales that can run on a smartphone using a mobile site...." Next Step Forward for Insurance Agents: Mobile
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,
ipipeline Customer wins, Customer success stories, Case studies
How can ipipeline enhance your Digital Signature process?
How can ipipeline optimize your Collaboration Workflow?
ipipeline Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (7) |
| Analytics | Read Reviews (4) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (7) |
| Analytics | Read Reviews (4) |
ipipeline Integrations
ipipeline integrates with a wide range of software applications through its robust data import and export capabilities.
Software Failure Risk Guidance
?for ipipeline
Top Failure Risks for ipipeline
iPipeline, Inc. News
iPipeline Named Finalist in ThinkAdvisor’s 2026 Luminaries Awards for AI Innovation & Impact - Yahoo Finance
iPipeline has been named a finalist in the 2026 ThinkAdvisor Luminaries Awards for AI Innovation & Impact. This recognition highlights iPipeline's commitment to advancing AI in life insurance, annuities, and wealth management through its AI-first digital platform Novera and foundational model CHARLi. The awards honor firms demonstrating exemplary leadership and innovation in financial services.
iPipeline Named to FinTech Global’s 2026 InsurTech100 as an Innovator Transforming the Industry
iPipeline has been recognized by FinTech Global in the 2026 InsurTech100 list for its innovative contributions to the industry. The recognition highlights iPipeline's AI-powered, cloud-native platform, Novera, and its proprietary AI foundation, CHARLi, which are transforming the life insurance, annuities, and wealth management sectors.
iPipeline Completes Acquisition Of Origo To Expand UK Financial Services Connectivity - Pulse 2.0
iPipeline has completed the acquisition of Origo, enhancing its UK financial services connectivity. This acquisition, approved by the UK Competition and Markets Authority, integrates Origo's connectivity technology with iPipeline's digital solutions for life insurance and financial services. The combined platform aims to reduce manual processes and improve information exchange across insurance, retirement, and wealth management sectors.
iPipeline Completes Origo Acquisition, Expanding UK Wealth and Retirement Business - citybiz
iPipeline has completed its acquisition of Origo, enhancing its UK wealth and retirement market presence. This acquisition integrates Origo's financial services connectivity with iPipeline's digital platform, aiming to streamline data exchange and reduce manual processes. The deal strengthens iPipeline's ability to connect providers, advisers, and financial institutions, addressing the need for modernized infrastructure in financial services.
iPipeline, Inc. Profile
Company Name
Company Website
https://www.ipipeline.com/HQ Location
222 Valley Creek Blvd, Suite 300, Exton, PA 19341, US
Employees
501-1000
Social
Financials
PRIVATE
