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iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through their SSG Digital, end-to-end platform, they accelerate and simplify sales, compliance, operations and support. They provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Their innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

 

iPipeline’s platform is used by more than 135 carriers, 1,350 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City.

iPipeline
Mergers and Acquisitions

iPipeline Expands UK Reach With Origo Acquisition

September 11, 2026September 8, 2026 - by Timothy Alexander

WAYNE, PA — iPipeline completed its acquisition of Origo last week after securing required regulatory approvals, including clearance from the UK Competition and Markets Authority, expanding the financial technology provider’s …

iPipeline Expands UK Reach With Origo Acquisition Read More

iPipeline
Business / Technology

iPipeline Opens Annuity Workflows to Outside Platforms

August 30, 2026August 29, 2026 - by Timothy Alexander

WAYNE, PA — iPipeline launched an application programming interface hub that allows financial institutions and technology providers to embed annuity processing directly into their existing platforms, extending the Wayne-based insurance …

iPipeline Opens Annuity Workflows to Outside Platforms Read More
Business news
Strategic Combinations

iPipeline, FIDx Launch Digital Annuity Platform for Smaller Firms

May 3, 2026May 2, 2026 - by Timothy Alexander

WAYNE, PA & BERWYN, PA — iPipeline and Fiduciary Exchange LLC have expanded their partnership with the launch of Insurance Exchange Express, a platform designed to provide digital annuity distribution …

iPipeline, FIDx Launch Digital Annuity Platform for Smaller Firms Read More

iPipeline
Executives

iPipeline Appoints Loren Brockhouse as CRO, Mike James as EVP

March 7, 2026March 6, 2026 - by Timothy Alexander

WAYNE, PA — iPipeline announced the appointment of Loren Brockhouse as chief revenue officer and Mike James as executive vice president of professional services as part of changes to its …

iPipeline Appoints Loren Brockhouse as CRO, Mike James as EVP Read More
iPipeline
Products and Services / Technology

iPipeline Launches AI-Driven Digital Platform for Insurers

March 2, 2026March 1, 2026 - by Timothy Alexander

WAYNE, PA — iPipeline announced the launch of a new artificial intelligence-focused digital platform for life insurance, annuities and wealth products, beginning with the rollout of its iGO Evolve electronic …

iPipeline Launches AI-Driven Digital Platform for Insurers Read More

iPipeline
Products and Services / Technology

iPipeline’s CHARLi Ushers in a New Era of AI-Driven Speed for Life Insurers

November 10, 2025November 7, 2025 - by Timothy Alexander

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 …

iPipeline’s CHARLi Ushers in a New Era of AI-Driven Speed for Life Insurers Read More
iPipeline
Strategic Combinations

Axonic Insurance Partners With iPipeline to Streamline Annuity Sales and Expand Distribution

October 20, 2025October 19, 2025 - by Timothy Alexander

WAYNE, PA — Axonic Insurance, a provider of annuity and investment solutions backed by Axonic Capital, has entered into a strategic alliance with iPipeline to enhance digital processing and expand …

Axonic Insurance Partners With iPipeline to Streamline Annuity Sales and Expand Distribution Read More

iPipeline
Executives

iPipeline Names Holly McGiboney Chief Human Resources Officer to Lead Talent Strategy

August 31, 2025August 30, 2025 - by Timothy Alexander

WAYNE, PA — iPipeline has appointed Holly McGiboney as Chief Human Resources Officer, tasking her with advancing talent acquisition, employee engagement, and workforce development as the insurtech firm continues its …

iPipeline Names Holly McGiboney Chief Human Resources Officer to Lead Talent Strategy Read More
iPipeline
Executives

iPipeline Appoints Rachel Edwards as Managing Director, UK

April 7, 2025April 7, 2025 - by Timothy Alexander

EXTON, PA — iPipeline has appointed Rachel Edwards as Managing Director, UK, where she will lead the company’s business strategy and product roadmap across the region. Starting her role on …

iPipeline Appoints Rachel Edwards as Managing Director, UK Read More

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