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Generate Instant Quotes & Illustrations
Illustrations | iPipeline Illustrations & WELiS®
Quotes | LifePipe
Quotes | iSolve®
Automate & Streamline Applications
e-App | iGO®
Order Entry | AFFIRM® for Annuities
Accelerate Case Management & Underwriting
Underwriting & Case Management | Resonant®
Field Underwriting | XRAE®
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Streamline Workflow for Agents & Advisors
Order Entry | AFFIRM® for Annuities
Track Carrier Status | OneView™
Leverage Data Analytics
Case Analytics | InsureSight®
e-Sign Documents Securely
e-Signature | AlphaTrust® e-Sign
BGAs
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Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve®
Accelerate Case Management & Underwriting
Field Underwriting | XRAE®
Automate & Streamline Applications
e-App | iGO®
Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Monitor, Notify, & Fix Annuity Order Seamlessly
Track Carrier Status | OneView™
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
Financial Institutions
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Streamline Order Entry
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Optimize Workflow for Financial Institutions
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Track Carrier Status | OneView™
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight®
Wealth Management
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Broker-Dealers
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Brokerage (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Advisory (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Direct to Fund Companies (Securities)
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
Agency Relationship Management | Agency Integrator
RIAs
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Financial Forms | Laser App
Fund Companies
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Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Evolve Platform
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Product Directory
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Life & Annnuities
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Wealth Management
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Evolve Platform
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Product Directory
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Carriers
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BGAs
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Financial Institutions
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Generate Instant Quotes & Illustrations
Illustrations | iPipeline Illustrations & Welis
Quotes | LifePipe
Quotes | iSolve
Automate & Streamline Applications
e-App | iGO
Order Entry | AFFIRM for Annuities
Accelerate Case Management & Underwriting
Underwriting & Case Management | Resonant
Field Underwriting | XRAE
Deliver Policies, Contracts & Documents
e-Delivery | DocFast
Streamline Workflow for Agents & Advisors
Order Entry | AFFIRM for Annuities
Leverage Data Analytics
Case Analytics | InsureSight
e-Sign Documents Securely
e-Signature | AlphaTrust e-Sign
Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve
Accelerate Case Management & Underwriting
Field Underwriting | XRAE
Automate & Streamline Applications
e-App | iGO
Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Deliver Policies, Contracts & Documents
e-Delivery | DocFast
Leverage Data Analytics
Case Analytics | InsureSight
Streamline Order Entry
Order Entry | AFFIRM for Annuities
Order Entry | AFFIRM for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast
Optimize Workflow for Financial Institutions
Order Entry | AFFIRM for Annuities
Order Entry | AFFIRM for Life
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight
Broker-Dealers
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RIAs
Click for more information
Fund Companies
Click for more information
Brokerage (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Advisory (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Direct to Fund Companies (Securities)
Financial Forms | Laser App
e-Signature | AlphaTrust e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM for Annuities
e-Delivery | DocFast
Life (Insurance)
Order Entry | iGO
Suitability | AFFIRM for Life
Agency Relationship Management | Agency Integrator
Financial Forms | Laser App
Financial Forms | Laser App
e-Signature | AlphaTrust e-Sign
Solutions
Life & Annuities
Carriers
Distribute Products Anytime, Anywhere
Order Entry | AFFIRM for Life
Quote & Illustrate Life Insurance
iPipeline Illustrations & WELiS
XRAE
Streamline New Business & Underwriting
Deliver Policies & Documents
DocFast
Enrich the Agent, Advisor & Consumer Experience
AFFIRM for Annuities
Leverage Data Analytics & Al
InsureSight
e-Sign Documents Securely
AlphaTrust® e-Sign
BGAs
Financial Institutions
Wealth Management
Evolve Platform
Product Directory
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USA
United Kingdom
Canada - EN
Canada - FR
SOLUTIONS
Life & Annuities
Click for more information
Carriers
Click for more information
Generate Instant Quotes & Illustrations
Illustrations | iPipeline Illustrations & WELiS®
Quotes | LifePipe
Quotes | iSolve®
Automate & Streamline Applications
e-App | iGO®
Order Entry | AFFIRM® for Annuities
Accelerate Case Management & Underwriting
Underwriting & Case Management | Resonant®
Field Underwriting | XRAE®
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Streamline Workflow for Agents & Advisors
Order Entry | AFFIRM® for Annuities
Track Carrier Status | OneView™
Leverage Data Analytics
Case Analytics | InsureSight®
e-Sign Documents Securely
e-Signature | AlphaTrust® e-Sign
BGAs
Click for more information
Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve®
Accelerate Case Management & Underwriting
Field Underwriting | XRAE®
Automate & Streamline Applications
e-App | iGO®
Streamline Workflow for Agents & Advisors
Agency Relationship Management | Agency Integrator
Monitor, Notify, & Fix Annuity Order Seamlessly
Track Carrier Status | OneView™
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Leverage Data Analytics
Case Analytics | InsureSight®
Financial Institutions
Click for more information
Streamline Order Entry
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Deliver Policies, Contracts & Documents
e-Delivery | DocFast®
Optimize Workflow for Financial Institutions
Order Entry | AFFIRM® for Annuities
Order Entry | AFFIRM® for Life
Track Carrier Status | OneView™
Client Onboarding | IFS Onboarding
Transitions | IFS Transitions
Leverage Data Analytics
Case Analytics | InsureSight®
Wealth Management
Click for more information
Broker-Dealers
Click for more information
Brokerage (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Advisory (Securities)
Onboarding | IFS Onboarding
Transitions | IFS Transitions
Direct to Fund Companies (Securities)
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Annuities (Insurance)
Order Entry & Suitability | AFFIRM® for Annuities
e-Delivery | DocFast®
Life (Insurance)
Order Entry | iGO®
Suitability | AFFIRM® for Life
Agency Relationship Management | Agency Integrator
RIAs
Click for more information
Financial Forms | Laser App
Fund Companies
Click for more information
Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
Evolve Platform
Click for more information
Product Directory
Click for more information
Resources
Events & Webinars
Upcoming Conferences
Webinars
Connections Conference
Newsroom
Press Releases
Media Coverage
Insights
Blogs
Case Studies
BGA Buzz
About Us
Our Story
Executive Team
Culture & Careers
Corporate Responsibility
Global Locations
Current Customers
Customer Portal
iService
StatusPage
Contact Us
Global Locations
USA
Headquarters
222 Valley Creek Blvd.
Suite 300
Exton, PA 19341
(484) 348-6555
Davidson
721 Jetton Street
Suite 300
Davidson, NC 28036
(704) 894-9331
Fort Lauderdale
500 W Cypress Creek Road
Suite 700
Ft. Lauderdale, FL 33309
(954) 788-0700
Norwood
10 Oceana Way
Norwood, MA 02062
(781) 255-6990
United Kingdom
Cheltenham
Second Floor,
The Quadrangle Building
Imperial Promenade
Cheltenham
GL50 1PZ
+44 (0)345 408 4022
Bromley
3rd Floor,
Hanover Place
8 Ravensbourne Road
Bromley
BR1 1HP
+44 (0)203 880 0950
Canada
Burlington
5500 North Service Road
Suite 1107
Burlington, ON
L7L 6W6
+1 905-333-3353