Insights

Blogs

How to Successfully Navigate the Challenges of Annuity Order Tracking: Empowering Financial Advisors and Agents

Introducing OneView™, a breakthrough solution that seamlessly tracks the progress and status of clients’ annuity orders – in real time.

BGA Buzz

BGA Buzz: Q1 2024 Issue

A welcome message from Pat O'Donnell, iPipeline CEO.

Blogs

Six Things to Consider when Selecting an Agency Management System

An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. But with so many choices out there, finding the right one can be challenging.

BGA Buzz

BGA Buzz: Q4 2023 Issue

iPipeline has a long history of attending NAILBA and we look forward to see you again this year. Don't miss our Solution Session, “Generative AI: What It Is and What It Means for the Insurance Industry” with Roy Goodart, VP of Product Management.

Blogs

Agency Integrator: Tools Every Agency Needs for Success

Managing your agents and your agency is complex. There are multiple layers and elements within your organization – as well as outside of it.

BGA Buzz

BGA Buzz: Q3 2023 Issue

In this issue of the Buzz, we gain insight into the annuity market from Pete Buxton of Highland Capital Brokerage, and we hear from Bill Atlee on iPipeline's plan to bring our annuity platform to the BGA community - all to help better equip you to meet customer expectations.

Blogs

Harnessing Change to Accelerate and Automate Underwriting

Technology is constantly changing. Stay ahead by implementing automated underwriting technology to accelerate your business in a sustainable and scalable way. Propel your business into the future and give yourself an edge over your competition

Blogs

How to Make Your Business More Customer-Centric: Using Automation to Fill Financial Forms

With automated financial forms filling, you can avoid frustration, maximize your time, and give your clients the customer-centric experience they seek.

BGA Buzz

BGA Buzz: Q2 2023 Issue

Looking for the best e-Delivery product on the market? You may already have it! Offered as part of the e-SSENTIALS® bundle, DocFast® enables multiple users to electronically receive, review, and approve policies – for a secure, swift, and seamless digital experience.

Blogs

How to Make Your Business More Customer Centric with e-Delivery

e-Delivery has the power to streamline your processes and deliver documents with one simple click. With this type of solution, you can not only save time and money, but you can also improve your customer satisfaction due to the ease of doing business with you.

BGA Buzz

BGA Buzz: Q1 2023 Issue

Looking Ahead at Early Trends for 2023 | Insights from the iPipeline Data Team

Blogs

3 Ways to Simplify the Annuities Experience

iPipeline and FIDx want to help financial professionals accelerate their businesses through a streamlined annuity experience.

BGA Buzz

BGA Buzz: Q4 2022 Issue

The Industry's Continuing Challenge of DTC | Insights from Bill Atlee, Chief Innovation Officer and Founder of iPipeline

BGA Buzz

BGA Buzz: Q3 2022 Issue

We're excited to share the inaugural BGA Buzz issue with you! Each quarter, we’ll bring you the most up-to-date news from our carriers, updates on our products and product features, and helpful tips and tricks.

Blogs

5 Ways to Improve Your Placement Ratio

InsureSight® provides real-time performance metrics across your agency—and shows how you stack up against the competition. With this comprehensive snapshot, you can analyze cycle times, placement ratios, and premiums—in real-time—to drive operational performance, identify market opportunities, and increase your wallet share.

Blogs

Can you predict how much premium you'll bring in this year?

Give yourself an edge over your competition and explore 5 ways to improve your placement ratio with InsureSight®.

Blogs

5 Reasons to Switch to an Automated & Streamlined Digital NAO Solution This Year

If your New Account Opening (NAO) system feelz like a chronic health condition that hasn’t been treated, we offer five reasons to switch to an automated & streamlined digital solution.

Blogs

Robots Take Over Illustrations- Humans in Awe!

The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.

Case Study

Case Study: Enhancing Analytics & Accelerating Underwriting

"Now We Know What's Slowing Us Down"- discoveries of an early adopting Carrier on InsureSight

Blogs

5 Days Cost Carriers Millions of Dollars.

We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!

Case Study

Customer Quote: SFBLI

The AlphaTrust e-Sign integration resulted in unexpected advantages for us.

Case Study

Customer Quote: Sagicor

Underwriting and policy delivery digitization removes barriers to purchasing with individuals put off by time-consuming and complex life insurance buying activities.

Case Study

Customer Quote: Premier Brokerage

Being informed and knowledgeable are two key components of the business paradigm at Premier Brokerage.

Case Study

Customer Quote: Prudential

Prudential's businss case for implementing DocFast revolved around speed, experience, scalability and flexibility.

Case Study

Case Study: Assurity

ASSURITY iPipeline and Assurity - A Comprehensive Look at Our Partnership

Case Study

Customer Quote: Pekin

Speed and accuracy are critical during the open enrollment period for Medicare Supplement.

Case Study

Customer Interview: SFBLI

CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign

Case Study

Customer Interview: ELCO Mutual Life

An Interview with ELCO Mutual Life and Annuity

Case Study

Customer Quote: MaxMyInterest

Laser App Software is a leader within the industry and has a broad outreach to ¬financial advisors.

Case Study

Customer Quote: Levinson & Associates

As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations...

Case Study

Customer Quote: EIB Inc.

As a life insurance brokerage, we take great pride in providing our brokers with the ultimate products and tools needed to simplify the complexities of the life insurance market. iSolve is an innovative and powerful tool, which will save our brokers a lot of time and enable them to close more cases rapidly and efficiently.

Case Study

Customer Quote: AIMCOR Group

Digital transformation is a critical component of the continued success of our industry.

Case Study

Customer Quote: Lincoln Financial Group

As part of Lincoln’s commitment to helping individuals achieve their financial goals...

Case Study

Case Study: Levinson & Associates

CASE STUDY As a leading IMO providing our 15,000 agents nationwide with the latest in technological innovations, we are always searching for the next ‘game changer’ to help our agents streamline their business, save time, and gain a speed-to-market advantage. iSolve makes the task of researching and quoting multiple carrier perm products a simple, accurate

« Previous Page

1 2 3 4 5

Insights

Tags