Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Retain all your data and dashboards as Pipeline Manager propels you into a new era. Sales representatives appreciate the Pipeline for providing them with insights on 'what's next.' It offers a straightforward and uniform visual framework for effective planning and strategizing. The selling process is already challenging enough, so there's no need to piece together vital information from multiple forms. Sales professionals require a single platform to narrate, assess, and strategize their intricate and comprehensive stories. Embrace the future now and take charge with the most groundbreaking and adaptable process tools available. Remain ahead of the trends with a system that is simple enough for a CEO to understand. Coaches can now effectively scale their valuable advice across the entire team in an instant. While traditional CRM providers often blame users for issues, we believe users have never been the problem; the CRM itself is the issue. Pipeline Manager challenges the conventional CRM model, transforming the user experience without compromising the integrity of our customers' data, reports, or dashboards. You retain all the significant benefits of a robust and secure world-class CRM while enjoying a transformative experience. Ultimately, we are not just improving the process; we are redefining how sales professionals engage with their tools.
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
LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors
Integrations
LifePipe
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
PipelineManager
Country
United States
Website
www.pipelinemanager.com
Vendor Details
Company Name
iPipeline
Founded
1995
Country
United States
Website
www.ipipeline.com
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management