FINANCIALINSTITUTIONS FAST, COMPLIANT & SECURE
TECHNOLOGY

iPipeline Ecosystem

Proud Partners of the FI Community

iPipeline equips financial institutions with the most comprehensive and powerful platform to support advisors throughout the business process. From proposal to payout, iPipeline enables advisors to service their clients with next-generation digital offerings. Our AFFIRM product suite provide your advisors with everything they need, while adhering to customizable workflows and suitability reviews to ensure 100% FINRA/SEC and state compliance.

Financial Institution Products

North America’s largest ecosystem for the insurance industry.

SSG DIGITAL^®

iPipeline’s End-to-End Core Platform

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AFFIRM® for Annuities

Order Entry

AFFIRM enables you to purchase and manage annuity and life policies from proposal to payout. AFFIRM’s wizard-based user interface provides uniformity across all products, to create a fully digital new business workflow, optimizing an advisor’s daily experience and productivity.

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DocFast®

e-Delivery & Policy Assembly

DocFast streamlines and improves the customer communication experience by securely delivering policies, prospectuses, supplemental documents, annual disclosures, etc. and enables receipt, review, and electronic signature.

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AFFIRM® for Life

Order Entry

AFFIRM for Life is a wizard-based, collaborative selling and processing solution, designed to guide advisors throughout the entire life insurance selling process while providing a high level of interaction with the carriers and BGAs who support their selling activities.

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InsureSight®

Benchmark Key Performance Metrics

InsureSight provides proactive vision into performance within your business across the many phases of the insurance process, by visually displaying data from iPipeline’s many product offerings.

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AlphaTrust® e-Sign

Enterprise e-Signature

AlphaTrust e-Sign is a fully-brandable, compliant e-Signature and document process automation solution that securely digitizes the creation of legally enforceable business records.

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