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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
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Generate Instant Quotes & Illustrations
Quoting | LifePipe
Quotes | iSolve
Accelerate Case Management & Underwriting
Field Underwriting | XRAE
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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
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Deliver Policies, Contracts & Documents
e-Delivery | DocFast
Optimize Workflow for 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
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
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
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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
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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
By
iPipeline
August 31, 2023
Webinars
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iPipeline Underwriting Webinar Series
Underwriting’s Most Pressing Challenges (and Opportunities), Simplified.
By
iPipeline
August 17, 2023
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