Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines. Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses. Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them. Easily check discrepancies and errors and export these in report format.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LifePipe No 
Microsoft Excel Yes 
Pipedrive Yes 
QuickBooks Cash Yes 
SSG Digital No 
Xero Yes 
Zendesk Yes 
Zoho CRM Yes 
iPipeline CRM for Distributors No 

Integrations

Salesforce Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
LifePipe Yes 
Microsoft Excel No 
Pipedrive No 
QuickBooks Cash No 
SSG Digital Yes 
Xero No 
Zendesk No 
Zoho CRM No 
iPipeline CRM for Distributors Yes 

Pricing Details

$899 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Commissionly

Founded

2018

Country

United Kingdom

Website

www.commissionlytracker.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning Yes 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management Yes 

Alternatives

Alternatives