Customer Stories

Customer Testimonial: HUB Financial

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“WealthServ is the best MGA software on the market. It has enabled us to reduce our unit costs and utilize technology in the best way possible. Backed by BlueSun’s strong customer s…

Case Study: Conventus Now

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Case Study Download PDF “We are focused on modernizing new business and in-force operations for our fraternal insurers with next-generation technologies that lower the cost of customer acqui…

Case Study: Harbour Investments

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Case Study “After a long look at systems that were available to us, we realized that WealthServ was the only software that really gave us everything we needed in one package. iPipeline Canada list…

Case Study: Transamerica Life Canada

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Case Study “iPipeline was a vital component of our ADB rider campaign. It enabled Transamerica to deliver the communication and control to our partners and clients we needed to make this kind of m…

Case Study: ReMark

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Case Study “iPipeline has been our partner in the development of the POP strategy. They combine enterprise class system skills with a deep understanding of the financial services industry. iPipeli…

Customer Interview: SFBLI

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Customer Interview   AlphaTrust® – An Interview with Southern Farm Bureau Life Insurance Download PDF Southern Farm Bureau Life Insurance was founded in 1946 to provide Farm Bureau member…

Case Study: OneAmerica

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Case Study “With DocFast from iPipeline, OneAmerica was able to reduce the assembly and mailing process of policies & certificates from weeks to mere hours.” Download PDF OneAmerica® …

Customer Success: Erie Insurance

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“Crucial adjustments made along the way include simplifying application forms and ensuring a paperless enrollment process.” –Justin Stephani Download PDF ERIE INSURANCE How Erie Life Imp…

Customer Quote: TD Ameritrade

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Customer Quote: Sagicor

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Customer Quote: British Friendly

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