iPipeline
HQ Address
222 Valley Creek Boulevard, Suite 300, Exton, PA 19341, United States
Website Address
Business introduction
Innovation unleashed
End-to-end digital transformation
We are iPipeline
Innovator, connector & leader for life insurance & financial services
Our business is to accelerate and simplify sales, compliance operations and customer support. We automate processing for every stage of the business - from pre-sales, new business and underwriting to policy administration, point-of-sale execution, post-sale support and data analytics. Our unique and powerful aggregated community of more than 150 carriers, 1,400 distributors and financial institutions, and more than 500,000 agents is dedicated to enabling customers to secure the financial futures for their families.
- 25 years in business
- 1.5 billion quote responses
- 32 billion a-App ops $$ saved
- 55 billion premium collected
- 25 million lives protected
iPipeline Solutions
AFFIRM® for Annuities
A fully compliant solution AFFIRM for Annuities fully utilizes the ACORD Product Profile, allowing carriers to provide financial institutions all of their product rules electronically, using a standard method. Completed applications can be delivered to carriers electronically using the DTCC Insurance Processing Services APP format or the ACORD New Business for......
business needs
view solutionAFFIRM® for Life
AFFIRM for Life enables customized compliance review by regulated financial institutions with integration to validate license and appointment status for advisors. Benefits of collaborative selling The entire industry benefits from AFFIRM for Life and a collaborative selling approach. It expands carriers’ distribution of insurance products significantly by allowing financial advisors to confidently......
business needs
view solutionAgency Integrator
Agency Integrator users are able to track insurance transactions from pre-sale to commissions, communicate with agent customers on case status and generate comprehensive reports throughout the process. Track your business Agency Integrator enables distributors to create streamlined workflows for case management and commission reconciliation. As a centralized database of agent contact and......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Client Engagement & Management
AlphaTrust® e-Sign
AlphaTrust e-Sign is an enterprise e-Signature solution that enables automation, ranging from simple send-a-document-forsignature to your most complex workflows. AlphaTrust e-Sign is a fully-brandable, compliant eSignature and document-process automation solution that securely digitizes the creation of legally enforceable business records. Increase the efficiency of your daily workflow with AlphaTrust e-Sign through......
business needs
view solutionIFS Asset Movement
The manual work of asset movement can be cumbersome, especially if the transaction includes complicated balance validations, ensuring retirement rules are followed, or compliance policies require additional approvals. IFS Asset Movement integrates with advisory platforms for a web-based, doit-anywhere system that automates transactions including ACATs, Fed Wires, Check Disbursements, Journals......
business needs
view solutionIFS Maintenance
Routine servicing and changes are constantly being performed on accounts; so why does each have a separate process? IFS Maintenance finally creates one point of entry and a consistent process for transactions, enabling dozens of client, household, and account data points to be updated with a single request. Updates can......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Investment Platforms & Tools
IFS Onboarding
The account opening process can be complex, especially for clients with growing financial needs. With IFS Onboarding, you can find simplicity in opening accounts for a single client or household with different types of investment products, including advisory and products supported by direct sponsors, such as direct mutual funds, annuities,......
business needs
- Business Process Management & Outsourcing
- Client Engagement & Management
- Client Onboarding & Identity Verification
IFS Transitions
To attract and retain top advisors, you need a digital onboarding experience that is transparent, simple, and that shows your dedication to a great relationship. IFS Transitions creates an initial experience with your firm that imports accounts quickly and correctly. Separate dashboard capabilities can create a new, higher level of......
business needs
view solutionLaser App
Laser App provides broker-dealers and RIAs with a simple approach to processing new business and service orders by automatically filling client information from leading client management and proprietary systems. Laser App can use the client information to populate order entry solutions or automatically retrieve and fill the latest version of......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Digital Platforms & Tools
SSG Digital Platform
Flexible by besign From quote to commission, customer relations, retention and beyond – our platform is designed with your customers’ experience at the forefront. For over two decades, we’ve been collaborating and consulting with hundreds of industry professionals with the vision of creating a complete end-to-end platform. SSG Digital is the definition......
