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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Integrating previously isolated processes into a seamless and fully automated experience is essential. Utilize real performance metrics to enhance optimization and boost efficiency. All the resources necessary for informed decision-making are readily accessible. Leverage innovative machine learning algorithms to uncover insights that span across various organizations. Simply adopting digital transformation strategies is insufficient in today’s landscape. As industries evolve, achieving a competitive edge increasingly relies on technological advancements. The urgency for a comprehensive platform that allows carriers to automatically consolidate their marketing and distribution data is greater than ever. In our current era, we have never been more interconnected despite our differences. Our technology translates vast quantities of data into clear, actionable insights regarding genuine needs. The individual data we provide not only influences our insurance acquisition costs but should also dictate what insurance carriers invest in acquiring us as customers. As we move forward, embracing this shift will redefine the dynamics of the insurance market.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

LifePipe No 
SSG Digital No 
Salesforce No 
iPipeline CRM for Distributors No 

Integrations

LifePipe Yes 
SSG Digital Yes 
Salesforce Yes 
iPipeline CRM for Distributors Yes 

Pricing Details

No price information available.
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 Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Kissterra

Founded

2015

Country

Israel

Website

kissterra.com

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com

Product Features

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 

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