Products by iPipeline

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  • 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
  • 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
  • DocFast - Fast and secure e-Delivery for policies and documents

    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
  • iGO - An Intelligent Fillable Form and Data Gathering Solution

    iGO®, an intelligent fillable form and data gathering solution, is designed to streamline and accelerate the selling of life insurance and health care products. iGO enables career and independent producers to improve efficiency and productivity by eliminating errors and producing 100% in Good... Read More
  • Illustrations - Fully Integrated Solution for Generating Insurance Illustrations

    iPipeline Illustrations is a SaaS-based solution that provides a fully integrated experience for generating insurance illustrations. Read More
  • Insuresight - Anonymous access to quoting, application, and in-force data for analysis

    InsureSight, iPipeline’s New Data Service offering, provides you with access to quoting, application and in-force data for your analysis in an anonymized fashion, so neither personally identifiable information nor carrier identifiers or product names are available.  This insightful information... Read More
  • OmniDirect - An Omnichannel Buying Experience for Consumers

    A flexible platform with an omnichannel customer buying experience – allowing the consumer to buy any way they want, end-to-end or collaborating with a call center or agent. Read More
  • PolicyHS - An Electronic Customer Experience for Service Forms

    PolicyHS (Policy Holder Services) allows service forms to be completed in an electronic experience. Via online wizards, consumers, agents, advisors and/or call center representatives enter the needed data and electronically sign and submit making the experience easier, accurate and less costly.... Read More
  • Predictive Underwriting Scorer - Predict if a New Applicant will be Accepted for Insurance

    The Predictive Underwriting Scorer is a unique tool that, utilizing an algorithm model, takes data collected in iGO e-App, enriched with public marketing data, to predict the likelihood that a new applicant will be accepted for insurance. The result provides predictive and/or accelerated... 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
  • Resonant - Automate Your Entire New Business & Underwriting Process

    Resonant automates your entire new business and underwriting process from application receipt through the issue of the policy. Enhance your productivity, enable your sales force, be compliant, agile, and reduce your cycle time by 40%. Read More
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