Author: iPipeline

Pekin Life Insurance Company Integrates iPipeline’s Resonant Automated Underwriting With iGO e-App for Instant Decisioning

Instant Decisioning for Life Insurance Accelerates Sales in COVID-19 Pandemic

Exton, PA (November 23, 2020) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry – today announced Pekin Life Insurance Company has integrated Resonant® New Business and Underwriting into their new business platform to provide point-of-sale (POS) instant decisioning within iGO® e-App, the most widely used, wizard-based e-Application among carriers and agents in the US.

“POS instant decisioning is something that we have long been advocating at iPipeline. With the current COVID-19 pandemic and the obstacles being faced by both agents and their clients, POS automation can be of enormous benefit,” said Larry Berran, CEO, iPipeline. “In Pekin Life’s new workflow, the life insurance case is submitted through iGO e-App to Resonant and the necessary automated underwriting actions take place, based on predefined rules. This accelerated approach to instant decisioning for life insurance ultimately leads to better outcomes for both the insurer and the customer, particularly at a time when contactless selling has become the new norm.”

“iPipeline is transforming how we think about the new business workflow and how we help our agents sell life insurance products to their clients. Our next-gen straight-through processing platform has advanced to the point with Resonant where we are now able to provide the agent with an instant underwriting decision with no human interaction,” said Jocelyn Duncan at Pekin Life, VP of Life Administration. “In the future, our plans are to further enhance the platform functionality and increase straight-through processing speed by reducing human interaction on a wider array of products and including DocFast® e-Delivery to fully automate policy issuance. iPipeline has continued to innovate with us on many fronts this year. The results of this partnership are helping us to maintain and build upon our market momentum during the COVID-19 pandemic and offer the valuable protections so many families need at this time.”

To learn how you can implement iPipeline’s Instant Issue products to automate how your products are sold, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Pekin Life Insurance Company
Pekin Insurance is a group name adopted to designate the combined operation of The Farmers Automobile Insurance Association, Pekin Insurance Company, PAC, Inc., Pekin Select Insurance Company, and Pekin Life Insurance Company.

Pekin Insurance has been in business since 1921 and is one of the leading insurers in the state of Illinois, providing multiple lines of insurance. Pekin Insurance offers insurance coverage in 21 states through its growing agency force, which now totals 1,500 independent agencies and 8,500 insurance producers. The company is headquartered in Pekin, Illinois, with service offices at Phoenix, Arizona; O’Fallon, Rockford, and Warrenville, Illinois; Indianapolis, Indiana; Des Moines, Iowa; Columbus, Ohio; and Appleton, Wisconsin. Visit us at www.pekininsurance.com

About iPipeline
iPipeline is a leading provider of low code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We 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. Our 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 approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

Firms Using iPipeline’s InsureSight Data Analytics Increased Life Insurance Placements by 9% for Perm, 3% for Term

InsureSight Data Analytics Enable Agents/Advisors to Break Through COVID-19 Challenges to Sell

Exton, PA (November 10, 2020) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry – today reported, for the period ranging from March to August 2020, five top firms using InsureSight® Data Analytics increased placement for permanent insurance products by 9% and term insurance products by 3% above the industry averages. This resulted in a $7.3 million increase in sales for the five firms during the height of the COVID-19 pandemic.

Developed by iPipeline’s data analytics and data science team, the InsureSight® Data Analytics leverages data from iPipeline’s Agency Management System (AMS), which is comprised of 300+ Distributors, 70+ Carriers, 800,000+ annual application submissions, $8 Billion+ in annuity deposits, and $4 Billion+ in life premium within the industry. Real-time performance metrics for a participating firm are benchmarked against the industry to deliver a holistic view and drive improvement.

“Nothing thrills me more than to see our customers benefiting from our digital products during the COVID-19 pandemic. The challenges to customer engagement are real, and selling in the contactless environment is extremely difficult,” said Larry Berran, CEO, iPipeline. “InsureSight Data Analytics is an extremely powerful and insightful tool for top management to use in benchmarking performance both within their unique environments as well as on a national basis. It not only provides knowledge about how you stack up against the competition, but it enables top management to evaluate what is being sold, where, and to whom to fine tune operations and optimize sales on a demographic and geographic basis. Being able to analyze white space for a product portfolio and identify viable markets is invaluable when things are tough. InsureSight is making a difference and proving to be a critical service in today’s marketplace.”

“As an early adopter of iPipeline’s InsureSight Data Analytics, AgencyOne began to see and measure data points that we had never looked at before. We had a gut feeling about the success of our business, but we could not prove it other than by looking at our revenue,” said Gonzalo Garcia, Partner, AgencyOne. “To understand more about our business and people, we worked with iPipeline to develop the ‘advisor scorecard’ functionality of the system. By measuring each advisor’s business relationship with us and more importantly, communicating that information to our advisors on a quarterly basis, all parties are held accountable for the success of each other. It became a true business partnership. From there, we were able to have some very real conversations—using factual data points—to enhance services for productive relationships and terminate non-productive ones, resulting in long term, mutual profitability and growth.”

“Lion Street has an intense focus on connecting high-net-worth individuals, family offices, business owners, and corporate clients with the best financial solutions to meet both their short- and long-term needs. Our ability to understand all their current and future needs has a profound impact on our performance,” said Dan Stanley, Vice President Operations, Lion Street. “iPipeline’s InsureSight Data Analytics provides the ability to quickly and efficiently identify service gaps and adjust both internally and externally to strategically plan our next move, and this has positively impacted our placement ratios in a very difficult year.”

“As a data driven firm, having immediate insight into the dynamics of our business enables us to understand how we are performing as an integrated operation to address the needs of our customers and agents. This is particularly critical in today’s marketplace given the challenges,” said Mac Chrystal, President & CEO, Gen3 Advisor Group. “InsureSight Data Analytics is a powerful and rapidly enabled service, which has allowed Gen3 to react in real-time to all activities within our business process. There is no question that it has improved how we function as a team and driven record growth for us during the COVID-19 pandemic period.”

To learn how you can implement iPipeline’s InsureSight Data Analytics to improve agent selling for permanent and term insurance products, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of low code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We 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. Our 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 approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

About AgencyOne
AgencyOne works with a select group of life insurance and wealth advisors across the nation who specialize in the needs of high net worth clients. AgencyOne delivers full-service, back office support to our advisors so that they can focus on the client experience. By working with a select group of advisors, we help clients protect their financial security and transition their wealth in an orderly manner. We employ our talents and resources in medical underwriting, insurance-based solutions, and advanced planning techniques to deliver a highly personalized service platform. Our objective is to be recognized as the leading Brokerage General Agency in the country by the most successful insurance and wealth advisors serving the affluent marketplace. Visit us at www.agencyone.net.

About Lion Street
Lion Street is a leading financial services company based in Austin, Texas. Lion Street provides elite life insurance advisors access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated needs of high-net-worth and corporate clients. Together, Lion Street’s Advisor-Owners are strongly committed to building a highly collaborative network of professionals. Visit us at www.lionstreet.com.

About Gen3 Advisor Group
Gen3 is a family owned and operated IMO located in Youngstown, Ohio. Our goal is to help top insurance professionals and financial advisors simplify their businesses and better serve their clients through every step of the planning process. With a broad portfolio of life and annuity products, sales platforms, back-office, and marketing support, Gen3 is here to help producers grow. We’d love for you to join the family. To learn more, visit us at gen3advisor.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

National Life Group Simplifies Research and Quoting Process for Life Insurance Agents with iPipeline’s iSolve

National Life Group Removes the Complexity from Illustrating and Solving Client Needs for Permanent Insurance in the COVID-19 Environment

Exton, PA (October 27, 2020) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry – today announced National Life Group, a leading provider of life insurance and diversified financial products, will implement iSolve®, an advanced research and quoting product, to automate the selling of permanent insurance for their life insurance agencies in the US.

Designed to simplify and streamline the process of identifying and quoting life insurance options for customers, iSolve enables agents to conduct one simple and secure search, which returns multiple life insurance options in the form of financial illustrations. While 15 national insurance companies are using iSolve to accelerate sales activity, National Life Group is the first US carrier to enable clients and agents to electronically sign a compliant illustration in real-time on their phone or tablet, eliminating the need for additional meetings in today’s contactless selling environment.

“Given the obstacles to selling in the COVID-19 pandemic, agents are quick to adopt advanced technologies that simplify and accelerate the selling of permanent insurance products. When customers are considering choosing an insurance policy, they want to explore multiple options. Running financial illustrations for each product is time-consuming and a complex undertaking,” said Bill Atlee, Chief Strategy Officer, iPipeline. “iSolve has taken the rocket science out of the entire process. iSolve maintains current database housing values for almost every possible illustration solve scenario, which includes premiums, target premiums, cash surrender values, distribution amounts, internal rates of return and guarantee years, placing millions of data combinations at the agent’s fingertips. This delivers a significant advantage and enables customers to make highly informed buying decisions in a short time. We are pleased to be able to make R&D investments in the current COVID-19 environment that move the needle in the right direction for our carriers and their agents.”

“iPipeline’s approach to providing carriers with one unified experience via their SSG Digital® platform is aligned with our vision to provide digital experiences that make it easier to do business. Rather than burdening a case designer with multiple requests under time restraints, the agents will have the ability to seamlessly and rapidly run quotes, what-if analyses, create illustrations, and then apply using iGO® e-App–all in one platform—improving the customer experience,” said Nimesh Mehta, Senior Vice President and Chief Information Officer, National Life Group. “Agents will be able to make instant changes to the face amount, health class, pay period, and other variables to create an optimal solution for their clients, because iPipeline uses cloud elasticity to create hundreds of scenarios and does not rely on static PDFs like other illustration software products. iSolve’s ease of use, speed, flexibility, and ability to allow agents and clients to electronically sign compliant illustrations in real-time on a phone and tablet will make it an invaluable solution for National Life Group and our distribution partners especially during the pandemic.”

To learn how you can implement iPipeline’s iSolve product to simplify and accelerate how your agents sell permanent insurance products, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About National Life Group
National Life Group® is a trade name of National Life Insurance Company, Montpelier, Vt., Life Insurance Company of the Southwest, Addison, Texas, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of Equity Services, Inc. Visit https://www.nationallife.com/. TC117587(1020)1

About iPipeline
iPipeline is a leading provider of low code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We 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. Our 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 approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

The Sagicor Life Insurance Company Customer Experience

Driving Higher Placement Ratios and BGA Engagement

In the modern life insurance environment, the criticality of the customer experience cannot be overstated. Accelerating the application process, and removing the disconnect between need and execution, is the key to helping more people get insured.

Listen to Laura Morrison, VP of Sales and Chief Channel Officer of Sagicor Life Insurance Company, as she shares their experience of process improvement. By allowing the customer experience to drive their decisions for digital investments and product design, they have seen higher placement ratios and increased BGA engagement.

Laura explores the benefits of their fluidless, no telemed workflow of iGO® — Resonant® — DocFast®, which has resulted in client decisioning at the point of sale.

This is an accelerated underwriting discussion you won’t want to miss!

Northern Digital Automates Workflow and e-Signature With AlphaTrust e-Sign

Next-Gen Product Powers Contactless Workflow Management and e-Signature in COVID-19 Environment

EXTON, PA (October 7, 2020) – AlphaTrust® Corporation, a wholly-owned subsidiary of iPipeline® and leading provider of white-labeled electronic signature and workflow solutions, today announced Northern Digital Inc.® (NDI) a global leading innovator and manufacturer of advanced 3D measurement technology systems, with over 45,000 installations worldwide, has selected AlphaTrust e-Sign to automate the routing of Non-Disclosure Agreements (NDA) to clients and suppliers for review and e-Signature. As a special feature, when the terms of a specific NDA are being negotiated and result in changes, the signature block area at the bottom of the document is maintained for completion throughout the process.

“The routing of one critical document to many individuals for review, modification, and approval by signature can be a major challenge, particularly in today’s COVID-19 environment. When faced with sending out a large quantity of NDAs to a variety of companies for review, the potential for the process to stall or for documents to be misplaced is great. This typically results in undesirable delays, resending documents, and a protracted sales process,” said Larry Berran, CEO, iPipeline and AlphaTrust. “AlphaTrust e-Sign has been designed to enable clients to predefine a workflow and then automatically route disparate documents to multiple parties for reviews and modifications during negotiations. User-defined rules power AlphaTrust, making it much more than a typical e-Signature solution. We are enabling companies to adjust to today’s challenges in the contactless environment and are pleased NDI is reaping value from this product.”

“With 45,000 installations of our 3D measurement technology system deployed worldwide and a large quantity of NDAs being sent to clients and suppliers for review and acceptance, it was essential for us to implement a product to automate how we manage the process and capture signatures. We needed more than a typical e-Signature product and something to automate workflows,” said Dave Rath, President, NDI. “AlphaTrust e-Sign was rapidly installed and once our workflow rules were defined, we put the product to work in our NDA reviews. We have noticed a marked improvement in the speed of execution for NDAs undergoing rigorous reviews for acceptance and signature. The beauty of the brandable product is that it enables all of this to be done remotely and without contact, and the signature block remains consistent throughout the process. Notifications are sent out to all parties upon completion of the process. We are currently exploring additional ways to diversify the use of AlphaTrust e-Sign at NDI.”

About Northern Digital Inc.
NDI is a global leading innovator and manufacturer of advanced 3D measurement technology systems, with over 45,000 installations worldwide. For over 35 years, our optical measurement and electromagnetic tracking solutions have been trusted by the world’s foremost organizations and institutes in medicine, industry, simulation, and academia. From image-guided surgery to aeronautics; from quality assurance to biomechanics research, NDI solutions are used whenever best-in-class measurement accuracy and reliability are required. Visit https://www.ndigital.com/.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com/.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

iPipeline Acquires IFS

Acquisition Expands the SSG Digital Platform to Include Low Code/No Code Advisor Products for Onboarding, Asset Movement, Maintenance and Transitions

Exton, PA (September 23, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced it has acquired IFS™ (Impact Financial Systems), a leading provider of service request automation solutions for client onboarding, asset movement, maintenance and advisor transitions. The company’s low code/no code solutions are deployed at some of the world’s largest brokerage, wealth, banking and insurance companies. The acquisition enables iPipeline to further simplify and automate business activities and increase efficiency for advisors working at Financial Institutions, Broker-Dealers, and RIAs. Tim Parsons, President and CEO at IFS, will be joining iPipeline’s team.

“In the current COVID-19 pandemic, advisors need digital technology more than ever to overcome the business obstacles. Tim Parsons and his team at IFS have done a remarkable job of creating and delivering innovative and automated alternatives to less productive manual and outdated processes, and this is contributing in a huge way to driving advisor sales into today’s environment,” said Larry Berran, CEO, iPipeline. “The acquisition positions iPipeline to offer next-generation low code/no code products to Financial Institutions, Broker-Dealers and RIAs along with our AFFIRM®, iGO® e-App and Laser App® products to substantially expand the advisor tools in our SSG Digital® platform. Their workflow engine is second to none in the industry and contributes in a huge way to ensuring the necessary suitability reviews have taken place for compliance. I am excited to welcome Tim and his team to iPipeline.”

“Larry and his team have assembled an impressive platform through internal development and strategic acquisitions executed during the past 12 years. I am pleased to see our IFS product offerings fitting in as valuable components in their low code/no code platform strategy,” said Tim Parsons, President and CEO, IFS. “We have focused on adding new integrations and features to our products while insisting on simplicity and a consistent advisor experience to keep our Broker-Dealer and RIA customers on the cutting edge of digital enablement. I look forward to working closely with Larry’s team, increasing the value of the SSG Digital Platform for our collective customers, and further growing iPipeline’s network to foster industry collaboration.”

DecisionPoint M&A advisory services acted as the exclusive sell-side advisor to IFS in the transaction.

To learn how you can implement iPipeline’s SSG Digital, end-to-end platform to automate advisor business activities and better engage the digital customer, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About IFS
IFS is the leading provider of automation solutions for Client Onboarding, Asset Movement, Maintenance, and Advisor Transitions. The company’s service request automation solutions are deployed at some of the world’s largest brokerage, wealth, banking and insurance companies. IFS’s solutions are powered by the IFS Automation Platform, enabling rapid creation, customization and deployment of automated service request solutions for any service delivery channel. To learn more about IFS, please visit www.ifsautomation.com.

About iPipeline
iPipeline is a leading provider of low code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We 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. Our 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 approximately 150 carriers, 1,400 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, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

iPipeline Acquires WELIS

Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US

Exton, PA (September 22, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced it has acquired WELIS, a premier provider of life insurance illustration systems to carriers in the US. The WELIS Ascent® Illustration System is designed to help insurers sell and service customers in a multi-channel distribution environment. The award-winning software* is constructed as a standard single life illustration system that can be transformed into a sophisticated multiple life / multiple plan system with a single button click. The acquisition positions iPipeline as one of the largest providers of illustrations in the life insurance industry.

“Stephen Frederick, CEO of WELIS, and his team have created a benchmark illustrations system against which all other platforms are compared. Ascent will be integrated into our low code, SSG Digital® Platform and allow agents and advisors to quickly run real-time scenario-based illustrations, save them, and send them to customers for review and e-Signature through our PAS+® agent portal. Agents and advisors can also run an illustration and include it during the e-App process to collect e-Signatures, reducing cycle times and improving iGO® e-App processing rates,” said Larry Berran, CEO, iPipeline. “Carriers can manually run or automate the distribution of in-force illustrations, re-run illustrations during underwriting, and make the necessary distributions to agents and consumers for e-Signature pre- and post-issuance.”

“We are excited about integrating WELIS’ in-force illustration solutions with PAS+ and our ability to offer iSolve®, our research and permanent quoting product, to their customers. Additional Ascent integrations with our AlphaTrust® e-Sign and InsureSight® business intelligence and data analytics products will give insurers great tools to accelerate sales, better leverage information, and increase compliance for in-force reporting requirements,” added Berran. “We are looking forward to changing the permanent insurance game with WELIS’ high-powered illustration system and our omni-channel, quote-to-claim low code platform.”

“iPipeline has done an outstanding job of developing one of the industry’s most powerful and versatile platforms. The current COVID-19 environment has placed a spotlight on the need to accelerate the integration and use of digital platforms. iPipeline’s clients are well-positioned to reap the benefits of their investments, and our Ascent Illustration System is a perfect next-step for carriers seeking to use a highly customizable, brandable, rapidly deployed product,” said Stephen Frederick, CEO, WELIS. “The integration of Ascent into the SSG Digital Platform with PAS+ will deliver immediate benefits to customers who are committed to taking the digital journey. I am pleased to see our technology being put to great use by Larry and his team.”

Morgan Partners served as exclusive financial advisor to WELIS in this transaction.

To learn how you can implement iPipeline’s illustration products to streamline and accelerate new business acquisition and in-force management processes and better engage the digital customer, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

*Novarica RAVE Award

About WELIS
WELIS is a premier provider of life insurance illustration systems supporting individual and group lines of business for carriers in the US. Its Ascent Illustration System is designed to help insurers sell and service customers in a multi-channel distribution environment. The software is constructed as a standard single life illustration system that can be transformed into a sophisticated multiple life / multiple plan system with a single button click. As a single platform it can be used by multiple distribution channels requiring only a basic ledger to those with sophisticated multiple life COLI needs. To learn more about WELIS and the Ascent Illustration System, visit www.WELIS.com.

About iPipeline
iPipeline is a leading provider of low-code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We 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. Our 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 approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

Professional Advantage Selects AlphaTrust for Integration Into 1Staff

AlphaTrust Capabilities Range from Present-and-Sign to Multi-Document, Multi-Party Transactions

DALLAS, TEXAS (September 1, 2020) – AlphaTrust® Corporation, a subsidiary of iPipeline® and leading provider of white-labeled electronic signature solutions, today announced a partnership with Professional Advantage Ltd., a global software and service provider for mid-sized organizations. Under the agreement, Professional Advantage will incorporate the entire AlphaTrust e-Sign platform seamlessly into their 1Staff staffing and recruitment solution to create an immersive, easy-to-use, digital client experience.

1Staff from Professional Advantage is an end-to-end staffing solution underpinned by the Microsoft® Dynamics 365 platform. From business planning to budget tracking, marketing and lead generation through customer engagement, applicant tracking through compliance and onboarding, time capture, bill & pay through to full ERP financials, 1Staff delivers staffing organizations 360-degree control and visibility from start to finish.

“The AlphaTrust value proposition is to enable leading software companies to add document finalization processing to their existing solutions. The real value is tied to creating an easy-to-use customer experience that is often lost with external and cumbersome bolt-on solutions,” said Larry Berran, CEO, iPipeline and AlphaTrust. “By integrating e-Signature into the app, 3rd party risks are eliminated because customer data is not being exposed in documents routed to an e-Sign vendor. Professional Advantage is an ideal client for AlphaTrust, and we are looking forward to enhancing their already highly valuable staffing platform.”

“We are always looking for ways to improve the overall user experience and increase value to our clients. Embedding AlphaTrust e-Sign into our technology stack is a major step forward,” commented Derek Rippingale, President, Professional Advantage. “AlphaTrust has a superb OEM business model that enables us to increase our clients’ productivity and add value to our brand by using their well-experienced and credentialled electronic signature solutions.”

AlphaTrust e-Sign’s capabilities range from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants, allowing it to enable 1Staff to be more valuable to its user community.

About Professional Advantage
Professional Advantage specializes in providing staffing solutions and other industry and process focused extensions to the Microsoft Dynamics and Infor platforms. For more information about 1Staff from Professional Advantage, visit https://www.go1staff.com.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

For Professional Advantage:
Kristin Moreland
Kristin.Moreland@profad.com
701-551-2909

iPipeline Platform to Take on New Dimension with Sean Fallon as VP, SSG Digital Platform & Policy Administration

Low Code, User Configurable Next-Gen Digital Platform to Offer a Connected Highway for iPipeline Products and Customer’s Existing Systems

EXTON, PA (August 19, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Sean Fallon to the position of Vice President, SSG Digital® Platform and Policy Administration. Fallon comes to iPipeline from CNO Financial Group, where he served as Vice President, Front Office Application Development, and Chief Technology Officer. In this new role at iPipeline, he will advance the SSG Digital Platform with an event driven architecture that will enable user configurable messaging, shared product configuration, and the integration of iPipeline and customer systems. The SSG Digital platform will power our new Policy Administration offering PAS+®, taking digital access to the next level.

“Next-gen platforms will play a key role in connecting insurers to the products and services their consumers need. These platforms need to be more user configurable, low code, and open to a variety of data sets and home-grown platforms. We are recruiting top industry talent to take our SSG Digital Platform, PAS+, and other core products to the next stage,” said Larry Berran, CEO, iPipeline. “Sean brings a track record of success with cross-functional teams and an extensive knowledge of enterprise architecture in the life insurance industry. In this new role, he will add a new dimension to the platform through innovation and by executing strategy for our PAS+ initiatives in the North American marketplace.”

“The life insurance industry’s digital workforce requires a level of self-maintenance to accelerate the new pace of business. This means we need to deliver a more low code, customer-configurable platform with an open architecture to accommodate different data sets from home-grown systems and non-iPipeline products used across the enterprise,” said Sean Fallon, VP, SSG Digital Platform and Policy Administration. “The next leap in PAS+ technology will likely leverage artificial intelligence and self-learning predictive systems, so we are already at work exploring this avenue. Business continuity is top of mind in the COVID-19 reality, and we are determined to enable our clients to optimize their digital investments with iPipeline by taking them into the future.”

Prior to Fallon’s role at CNO Financial Group, he held key executive positions at Lincoln Financial, CUNA Mutual and Millennium Partners. He earned a Bachelor of Business Administration degree in Management of Information Systems, Finance and Personnel Management, as well as a Master of Science degree in Finance, from the University of Wisconsin.

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of low code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We 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. Our 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 approximately 150 carriers, 1,400 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. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

iPipeline Expands Product Management Group With Appointment of Industry Veteran Roy Goodart

Focus Will Be on Advancement of iPipeline’s SSG Digital Platform for Brokers and Advisors, Direct Writers, and the Direct-to-Consumer Digital Experience

EXTON, PA (August 4, 2020) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry, today announced the appointment of Roy Goodart as VP of Product Management. A 20-year veteran with a record of success in managing SaaS and business process automation platforms for the life insurance and financial services industry, Goodart comes to iPipeline from Paperless Solutions Group, where he served as Chief of Product and Customer Success. In his new role at iPipeline, he will be responsible for implementing his vision for the enhancement of the SSG Digital® Platform and Direct-to-Consumer (DTC) solutions, as well as executing the company’s overall product strategy to fulfill customers’ digital initiatives.

“We have been re-thinking our approach to our solutions given the impact of the COVID pandemic. As part of our initiative to accelerate the pace of digital transformation we have decided to add multiple additional senior leaders and top talent to our Product organization. We are happy to welcome Roy Goodart back to iPipeline to drive a seamless digital experience for consumers, agents, and advisors,” said Larry Berran, CEO, iPipeline. “We are looking to double down on our investment in this space and Roy has a track record of producing innovative, easy-to-use products that meet the immediate needs of our industry. Given the likelihood that more business will be transacted remotely, one of his strategic initiatives will be the continued development of comprehensive, next-gen direct-to-consumer (DTC) solutions, including DTC offerings enabled by advisors and brokers. Roy is no stranger to anyone in our industry, and we are pleased to have him onboard at iPipeline to drive our innovation.”

“iPipeline is in a unique position to deliver incredible value to an industry greatly in need of fulfilling their digital transformation imperative. The new challenges emerging from COVID-19 are going to be with us for the foreseeable future. There is no better way to overcome remote engagement obstacles than by using an integrated platform designed for agents, advisors, and consumers,” said Roy Goodart, VP of Product Management, iPipeline. “My immediate focus will be on advancing the SSG Digital platform, integrating new products, and delivering on the next installment of a DTC solution to power sales and meet consumer expectations.”

Prior to Goodart’s role at Paperless Solutions Group, he held key executive positions at Prospect9, Aplifi, AgencyWorks, and InsureSocket. He earned a Bachelor of Science Degree in Marketing at Westminster College, and a Master of Business Administration Degree from University of Phoenix.

For assistance in reimagining how your organization does business in the COVID-19 environment and to achieve a competitive digital advantage, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We 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. Our 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 approximately 150 carriers, 1,400 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. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

WoodmenLife Overcomes COVID-19 Obstacles to Facilitate Policy Delivery with iPipeline’s AlphaTrust e-Sign

Rapid e-Sign Deployment Enables Signatures to Be Secured to Complete Issuance and Policy Delivery

EXTON, PA (July 21, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced WoodmenLife, a not-for-profit fraternal benefit society, has implemented iPipeline’s AlphaTrust® e-Sign product to remotely secure mandatory signatures to complete issuance and delivery of life insurance policies. The decision to deploy AlphaTrust e-Sign was based on iPipeline’s ability to execute an extremely rapid deployment to overcome obstacles imposed by the COVID-19 pandemic. AlphaTrust is a brandable and cost-competitive e-Signature product that works on a stand-alone basis or seamlessly with other iPipeline products such as iGO® e-App and DocFast® e-Delivery.

“The COVID-19 outbreak has elevated digital initiatives to an imperative level for the life insurance industry. Simple tasks such as meeting with a client to review documents and secure signatures have become major roadblocks to policy issuance and delivery. Our AlphaTrust e-Sign product is enabling our customers to break through these obstacles,” said Larry Berran, CEO, iPipeline. “iPipeline’s focus is and always has been to provide customers with innovative solutions to streamline and accelerate business processes. WoodmenLife is an example of a leader who has elevated the implementation of digital and analytic initiatives to the highest level to support the needs of their agents and customers. Insurers have no time to lose and everything to gain by advancing the capabilities of their platforms now.”

“WoodmenLife’s mission is to protect the financial futures of the families we serve. During these most challenging days, we want to assure our customers that they can count on us in every way without feeling obligated to leave the safety of their homes. We also want our agents to have the ability to effectively execute remote selling activities and avoid face-to-face engagement. iPipeline’s e-Signature product has given us a way to digitally break through obstacles to conduct our business activities,” said Denise McCauley, EVP and COO, WoodmenLife. “We have a history of making investments to fulfill our digital initiatives, and the value in this approach has become readily recognizable given the current state. iPipeline’s extreme responsiveness and rapid implementation of AlphaTrust e-Sign has strengthened our business continuity and is enabling us to meet the needs of our agents and the families we serve.”

Disjointed digital initiatives are a thing of the past. iPipeline’s end-to-end/quote-to-claim SSG Digital® core platform is designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in-force management tasks to achieve desirable business outcomes. For more information about our solutions, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About WoodmenLife
WoodmenLife
(officially Woodmen of the World Life Insurance Society) is a not-for-profit fraternal benefit society founded in 1890, based in Omaha, Nebraska, United States, that operates a large privately held insurance company for its members. WoodmenLife has been awarded a rating of A+, the second highest ranking out of 15, for its financial strength and operating performance by A.M. Best. Visit www.woodmenlife.org.

About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We 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. Our 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 approximately 150 carriers, 1,400 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. Visit www.ipipeline.com.

###

For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234