Our industry-leading digitization puts your business first, so you can put your clients first. Innovative offerings empower your business to secure more financial futures, in preparation for life’s toughest moments. No matter what might be slowing you down, we’re here to help.
Offering you the most comprehensive digital and automated platforms – coupled with the largest data library in the industry – to seamlessly integrate your processes for maximize efficiency, from quote to commission.
Leverage the power of a one-stop solution for execution, and processing business across all channels to connect everyone in the wealth management industry.
We make it easy to connect and engage with professionals – like you – from across the life insurance, annuities, wealth management, and pension industries. We invite you to tap into the value of our technology through our regular and ongoing user group meetings – and during our annual Connections conference.
As your partner, we can’t wait to share the latest in groundbreaking technology, innovations, and industry trends with you – and help you drive your business forward. Don’t miss these key “Connections.”
iPipeline is a leading global provider of integrated, end-to-end digital solutions for the life insurance and financial services industries, as well as for the pensions industry in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries. This enables you to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration, which empowers you and your agents and advisors/advisers to help the uninsured and under-insured secure their financial futures.
For more information on life insurance and annuities, click here.
For more information on wealth management, click here.
iPipeline offers a comprehensive end-to-end suite of cloud-based software solutions for the life insurance, financial services, and pensions industries. Our solutions include quotes and illustrations, e-application, new business and underwriting, e-delivery, e-signature, data and analytics, and more. Visit our Product Directory to learn more!
Our Customer Portal is a comprehensive repository that provides unlimited access to product resources, including release notes, feature guides, and training videos. Check it out here!
At iPipeline, we take data security very seriously. We uphold a rigorous policy that combines physical data protection through monitoring, firewalls, and active security management along with measures facilitated by HR and our global security team. All employees undergo background checks, phishing training, and annual security training. Our security team engages in regular internal and external audits all designed to continually improve our security offering.
Bottom line: securing customer data is the primary element in our value proposition to our customers. We are fully committed to investing in the people, process, and technology to ensure the data you entrust to us is kept private and secure. For more information, please see our Privacy Notice.
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