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
"...With PolicyHS, our customers benefit by being able to complete changes and requests online, or by having our call center representatives initiate the process and then electronically route documents to them for signature...." 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
"...Quote Responses...." Life Insurance Software
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
What benefits does ipipeline offer for Digital Signature?
What makes ipipeline ideal for Collaboration?
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 adds Feature Badging to SolutionBuilder
iPipeline has introduced Feature Badging to its SolutionBuilder platform, enhancing its protection quote and research portal. This new feature adds up to 12 visual badges to provider quotes, helping advisers identify key product features and compare benefits. The badges aim to highlight differentiators and demonstrate value beyond pricing, facilitating more informed recommendations for clients.
iPipeline partnerships expand its annuities reach among advisors
iPipeline has expanded its digital distribution capabilities for annuities and life insurance through integrations with FIDx and Luma Financial Technologies. The new IX Express platform, developed with FIDx, targets smaller broker-dealers by simplifying digital annuity distribution. Meanwhile, Luma's life insurance platform, integrated with iPipeline's application technology, offers a unified workflow for Financial Independence Group.
iPipeline and FIDx Launch IX Express, Extending Digital Annuity ...
iPipeline and FIDx have launched IX Express, a new solution aimed at small and mid-market broker-dealers and financial institutions. This platform reduces implementation timelines and extends digital annuity distribution capabilities, previously accessible only to larger firms. IX Express integrates FIDx's Insurance Exchange with iPipeline's AFFIRM for Annuities, offering a unified annuity experience that reduces operational friction and processing errors.
iPipeline FIDx Launch IX Express Solution
iPipeline and FIDx have launched IX Express, a solution designed to streamline annuity transactions for financial professionals. This new offering aims to enhance efficiency and integration within financial advisory workflows.
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
Financials
PRIVATE
