iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
With headquarters in Exton, Pennsylvania, iPipeline has locations in Cheltenham (UK), Fort Lauderdale, Huntersville, Philadelphia, Pleasanton, Salt Lake City, and Vancouver.
Agency Integrator gives BGAs, marketing organizations, financial institutions and banks a centralized database to manage their day-to-day insurance operations. Users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and... Read More
Quoting is at the heart of the selling experience, and the success of your agents and advisors hinges on the use of tools that easily and quickly deliver realistic quotes. iPipeline’s quoting solutions generate over 120 million quotes every year and are designed to deliver ease of use to... Read More
DocFast streamlines and improves the customer communication experience by securely delivering policies, prospectuses, supplemental documents, annual disclosures, etc. enabling receipt, review, electronic signature and upsell functionality. Read More