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
"...The introduction of iPipeline s DocFast e-Delivery product, with our current e-Signature capability, reinforces our commitment to making it easier for customers to do digital business with us, said Bryan Dunn, President and CEO, Lafayette Life...." Lafayette Life Enhances Customer Experience With iPipeline s E-Delivery Product
"...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
What benefits does ipipeline offer for Digital Signature?
How efficiently Does ipipeline manage your 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 integrates AI at core to revolutionise life insurance ...
iPipeline integrates AI into its platform to enhance life insurance distribution. The CHARLi intelligence layer supports real-time analytics and smarter selling tools, while the Novera platform offers open API architecture for easier integration with third-party tools. This approach aims to automate tasks, provide timely insights, and personalize sales journeys, improving efficiency and product placement rates.
How iPipeline leverages AI to transform the life insurance market
iPipeline is leveraging AI to transform the life insurance market with its AI-first platform, Novera. The platform integrates AI into insurance distribution, automating tasks and providing real-time insights to enhance decision-making. CHARLi, a shared intelligence layer, connects workflows across life, annuities, and wealth products, enabling faster, more personalized recommendations. The iGO Evolve module accelerates product launches and streamlines maintenance, enhancing user experience and operational efficiency.
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, 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
