iPipeline

The Digital Platform for the Life Insurance and Financial Services Industry.

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Overview

iPipeline provides a comprehensive suite of cloud-based software solutions for the life insurance and financial services industry. Their platform is designed to streamline and accelerate marketing, selling, and processing of life insurance and annuity products. Key modules include quoting, illustrations, electronic applications, and new business processing, connecting carriers, distributors, agents, and financial advisors.

✨ Key Features

  • Quoting and Illustrations
  • iGO e-App (Electronic Application)
  • Agent Tools and CRM
  • New Business and Underwriting solutions
  • Policy Holder Services
  • Data Analytics

🎯 Key Differentiators

  • Largest network of integrated life insurance carriers.
  • End-to-end platform covering the entire sales and new business lifecycle.
  • Strong market penetration and brand recognition among distributors and advisors.

Unique Value: Provides a single, unified platform that simplifies and digitizes the complex process of selling and buying life insurance and annuities for the entire industry.

🎯 Use Cases (4)

Streamlining the life insurance sales process for agents and advisors Automating new business submission and underwriting for carriers Providing accurate, multi-carrier quotes and illustrations Digital transformation of the life insurance distribution channel

✅ Best For

  • Industry-standard platform for multi-carrier life insurance quoting
  • Electronic application submission to a wide network of carriers
  • Automating workflows for Brokerage General Agencies (BGAs)

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Property & Casualty (P&C) insurance
  • Full core policy administration (focus is on the front-end sales and new business process)

🏆 Alternatives

Ebix Paperless Solutions Group Vertafore (for some products)

Offers a much broader network of carrier integrations and a more comprehensive suite of tools for the sales lifecycle than smaller point solutions.

💻 Platforms

Web API

🔌 Integrations

Extensive integrations with hundreds of insurance carriers, as well as various CRMs, agency management systems, and other industry tools.

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (Varies by product tier)

🔒 Compliance & Security

✓ SOC 2 ✓ HIPAA ✓ BAA Available ✓ GDPR ✓ SSO ✓ SOC 2

💰 Pricing

Contact for pricing
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