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,

ipipeline Customer wins, Customer success stories, Case studies

How can ipipeline optimize your Digital Signature Workflow?

What solutions does ipipeline provide for Collaboration?

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)

ClickDimensions

3.99 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

OneLogin

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SignNow

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for ipipeline

Top Failure Risks for ipipeline

iPipeline, Inc. News

Executive

IPipeline promotes Hydon to AVP for strategic partnerships

IPipeline has promoted Stephanie Hydon to assistant vice president for strategic partnerships. Hydon, who joined IPipeline in 2017, previously held the position of director of client distribution. She has a notable presence in the protection sector and was an executive board member of the Women In Protection Network until October 2025.

Read more →
Product

Scottish Widows adds protection products to iPipeline platform

Scottish Widows has integrated its life, critical illness, and income protection products into iPipeline's Advanced Underwriting adviser platform. This addition, available through SolutionBuilder, marks Scottish Widows as the fourth provider on the platform, enhancing its capabilities in assessing medical disclosures for advisers.

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Product

iPipelines CHARLi Ushers in a New Era of AI-Driven Speed for Life Insurers

iPipeline introduces CHARLi, an AI-driven solution designed to enhance processing speed for life insurers. This innovation aims to streamline operations and improve efficiency in the insurance sector.

Read more →
Executive

Press Releases Archives - iPipeline

iPipeline has appointed Holly McGiboney as Chief Human Resources Officer to lead talent acquisition and enhance employee experience strategies, aligning with the company's growth in the insurtech sector.

Read more →

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