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Generate Instant Quotes & Illustrations
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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
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Annuities (Insurance)
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e-Delivery | DocFast
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Life & Annuities
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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
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
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Financial Forms | Laser App
Fund Companies
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Financial Forms | Laser App
e-Signature | AlphaTrust® e-Sign
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Media Coverage
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Category:
BGA Buzz
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Media Coverage
Media Coverage
Wealthtech Predictions For 2024: M&A May Slow, But Disruption Won’t
PW-Magazine
By
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December 19, 2023
Media Coverage
Media Coverage
How Recent Tech Trends are Affecting Wealth Management
InvestmentNews
By
iPipeline
December 19, 2023
Media Coverage
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Conquering The Frustrations That Come With Annuities
Financial Advisor
By
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October 20, 2023
Media Coverage
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InsurTech Digital's Top 10 Insurance Core System Softwares
InsurTech Magazine
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August 9, 2023
Media Coverage
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‘Pipers’ Pitch In to Help to Feed the Hungry
Daily Local
By
iPipeline
July 21, 2023
Media Coverage
Media Coverage
Here's Why Roper (ROP) Deserves a Place In Your Portfolio
Nasdaq
By
iPipeline
July 3, 2023
Media Coverage
Media Coverage
Unlocking Efficiencies And Cost Savings Through A Digital-First, Paperless Business
Private Wealth
By
iPipeline
June 26, 2023
Media Coverage
Media Coverage
Using Data to Launch Industry's First Agent-Scoring System
Life Annuity Specialist
By
iPipeline
June 21, 2023
Media Coverage
Media Coverage
Jackson Rolls Out New RILAs
Financial Advisor
By
iPipeline
June 7, 2023
Media Coverage
Media Coverage
Annuity Applications Jump in Quarter, Capping Off a Record Year
Life Annuity Specialist
By
iPipeline
February 3, 2023
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