Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Our suite of ready-to-launch life, annuity, and final expense insurance products is comprehensive, featuring options with unit funds and diverse investment crediting rules. Additionally, we offer robust support for bulk file transactions alongside user-friendly portals for both plan administrators and participants to manage their needs. Within a mere six months, we have successfully transformed clients with intricate annuity offerings and facilitated seamless data migration. There's no necessity for cloud architects, specialized CI/CD knowledge, or extensive involvement from your IT personnel. Regular product launches and a solid return on investment empower you to concentrate on staying ahead of the competition through innovation. Furthermore, our modular approach to policy administration system implementation allows for the streamlined management of your agency, encompassing commissions, compensation, and claims, ensuring operational efficiency across all fronts. This holistic and agile strategy enables you to adapt quickly to market demands and enhances your overall service delivery.
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
Integrations
Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
LexisNexis Active Insights
LifePipe
Milliman
SSG Digital
Salesforce
iPipeline CRM for Distributors
Integrations
Equisoft/centralize
Equisoft/connect
Equisoft/illustrate
LexisNexis Active Insights
LifePipe
Milliman
SSG Digital
Salesforce
iPipeline CRM for Distributors
Pricing Details
No price information available.
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
Equisoft
Founded
1994
Country
Canada
Website
www.equisoft.com/products/policy-administration-system-manage
Vendor Details
Company Name
iPipeline
Founded
1995
Country
United States
Website
www.ipipeline.com
Product Features
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management