Life Insurance & Annuities

Digitizing your business to provide the best customer experience

You want to grow your business – but the solutions you’ve found are not tailored for your unique business needs.

From leveraging data to digitizing and streamlining operations and modernizing underwriting or searching for cutting-edge technology for your entire process – we’ve got you covered from initial engagement with prospects to servicing policies.

No matter what your objectives may be, we have the solution you need, providing an ultimate customer experience based on our industry best practices.

We're here to partner with you – every step of the way.

As a Brokerage General Agent (BGA), you are at the core of our ecosystem. You play a key role between the insurance carriers and the agents – and we understand your mission for growth.

You’re eager to gain insights and benchmark your performance against industry standards while also seeking transparency throughout the application process. And, you want to grow your business by providing new customers with a seamless digital experience. We understand you. You want what we want – to digitally transform the industry.

As a financial institution, high standards of compliance and security are non-negotiable. iPipeline ensures maximum compliance and security while providing you with increased speed and efficiency. We strive to empower you, your advisors, and your business partners with customized workflows to deliver a seamless experience – from proposal to payout.

Speed and efficiency with 100% compliance and peace of mind. That’s our goal. We bet it’s yours too.