Tag: Bill Atlee

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

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.

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.

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

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

In Partnership with Snowflake, Turnkey Solutions Provider Enables Advisors Excel to CombineDisparate Data Systems, Automate Workflows, and Create Practice Efficiencies toPosition Advisors for Unlimited Growth EXTON, PA and TOPEKA, KS—June 22, 2022— iPipeline® announces that Advisors Excel, a Topeka-based financial marketing organization, will leverage iPipeline's services to obtain real-time metrics for analyzing product and operational

Artificial Intelligence | Automated Underwriting | Next Gen e-App Presenters: Bill Atlee, Founder & Chief Innovation Officer, iPipeline & Dan LaBert, CEO, NAILBA NAILBA CEO Dan LaBert sits down with Bill Atlee, Chief Innovation Officer for iPipeline, to discuss iPipeline's initiatives moving into the new year.

Consumer Quoting | Lead Management | Downline Transparency Presenters: Bill Atlee, Founder & Chief Innovation Officer, iPipeline & Peri Lane, Owner & Founder, Apis Productions How are you generating new leads and attracting new clients? Are you activating your website to capture visitor exploration and catapulting that into sales opportunities? Watch two industry veterans –

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.

Isn’t it time that illustrations experience an innovative breakthrough? Join Bill Atlee, Founder and Chief Innovation Officer, as he walks you through our newly enhanced version of iSolve!