WAYNE, PA — iPipeline recently launched CHARLi, a foundational artificial intelligence engine designed to power its suite of digital workflow solutions for life insurance and annuities providers. The technology aims to streamline underwriting, accelerate product launches, and deliver real-time insights to improve customer and agent experiences.
CHARLi integrates across iPipeline’s platform to enhance automation, personalization, and decision-making. Built on a data-centric AI foundation, CHARLi learns and adapts over time, allowing insurers and distributors to bring products to market faster, optimize operations, and personalize interactions at scale.
“CHARLi sets itself apart by powering our entire ecosystem,” said Katie Kahl, Chief Product Officer at iPipeline. “We’re unlocking a world of rapid innovation with CHARLi. It’s the data and AI foundation behind the scenes, with expansive, flexible capabilities designed to deliver a wide range of value across our clients’ workflows.”
The system already supports Policy Intelligence, which provides instant answers to policy-related questions and accelerates signature turnarounds. CHARLi also underpins iPipeline’s next-generation e-Applications tool, enabling carriers to onboard and distribute products more efficiently. Future features include Speed Score, a performance analytics tool to evaluate sales efficiency, and SmartSell, which gives agents real-time underwriting feedback.
“CHARLi is not just here to automate tasks; it’s built into the core of iPipeline’s solutions and network, digitally transforming how life and annuities business is conducted across the entire lifecycle,” said Steve Cover, Chief Technology Officer at iPipeline. “And it’s not about replacing people—it’s about amplifying human potential.”
iPipeline said CHARLi’s capabilities will continue to expand in the coming months, adding conversational analytics to help insurers and distributors access and act on insights faster than ever before.
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