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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

No more messy spreadsheets or awkward email threads. Charlie makes it easy to simplify your day and get on with what matters most. To keep your business running smoothly, collect and store vital People data. You can also bring together office-based, remote, or hybrid teams. Make sure everyone feels valued and create an environment that encourages growth. Charlie can help you create a great company culture. For total security, Charlie uses the highest standards of data security. Charlie is fully GDPR compliant and ISO 27001-accredited. Real people provide fast customer support. Our support team responds to queries in an average of 7 minutes. With startups and small businesses in mind, Charlie was designed. Charlie was specifically designed to assist small businesses based in the UK. We are a small team of 30 people. We have an office in London, but we work remotely from the UK.

Description

iPipeline is a software platform designed to simplify and accelerate operations across life insurance, annuities, and wealth management. The company provides end-to-end digital solutions that help carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners manage complex workflows more efficiently. Its platform supports the full journey from quote to commission by automating tasks, improving accuracy, and reducing operational friction. iPipeline uses artificial intelligence to create smarter, more connected experiences across its product ecosystem. CHARLi, the company’s AI-powered engine, brings intelligence into workflows, features, and products to support faster decision-making and scalable operations. The platform connects businesses to a broad industry network that includes insurance carriers, provider customers, distribution partners, and hundreds of thousands of global agents and advisors. iPipeline is built to help organizations modernize life insurance and annuity operations while improving speed, confidence, and client service. The company also supports industry collaboration through AiPEX, its annual conference for professionals in life insurance, annuities, wealth management, and pensions. iPipeline helps financial services teams digitally transform their businesses and focus more effectively on protecting clients’ financial futures.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Bindbee
Bucketlist Rewards
Carbide
Ema
Guru
Kindo
Kombo
Salesforce
Secfix
Setyl
Sysarb
Teamtailor
ThriveSparrow
Trace Headcount
Vanta
WorkTango
Workable
eduMe

Integrations

Bindbee
Bucketlist Rewards
Carbide
Ema
Guru
Kindo
Kombo
Salesforce
Secfix
Setyl
Sysarb
Teamtailor
ThriveSparrow
Trace Headcount
Vanta
WorkTango
Workable
eduMe

Pricing Details

£4/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

CharlieHR

Country

United Kingdom

Website

charliehr.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com

Product Features

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Alternatives

Alternatives

Charli Reviews

Charli

Charli AI