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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
Products and Services

iPipeline Launches OneView to Streamline Annuity Management for Advisors

March 26, 2024March 25, 2024 - by Timothy Alexander

EXTON, PA — iPipeline recently unveiled OneView, an innovative solution designed to provide real-time tracking and management of clients’ annuity orders. This new platform aims to simplify the historically complex …

iPipeline Launches OneView to Streamline Annuity Management for Advisors Read More

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