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  • CRM for Distributors - A Microsoft-Integrated CRM Built for Insurance

    Most CRM systems are complicated. There is often a heavy learning curve, and it’s just one more program that needs to be dealt with on a daily basis. Distributors, meet iPipeline’s CRM. An insurance-specific CRM built on a widely-used enterprise platform, Microsoft Dynamics, equipped to manage... Read More
  • Agency Integrator Streamlines Workflows for Case Management

    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 Solutions - Quickly and Easily Deliver Accurate Insurance Quotes

    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

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