Customer Stories

Customer Testimonial: HUB Financial
iPipeline
Terri DiFlorio of HUB Financial discusses their experience with WealthServ

Case Study: Harbour Investments
iPipeline
Harbour Streamlines Back Office and Improves Service to Reps with WealthServ

Case Study: Transamerica Life Canada
iPipeline
Top Investment and Insurance Company, Transamerica Life Canada, Triples Retention Rates

Customer Interview: SFBLI
iPipeline
CTO Charlie Allen discusses the unexpected advantages of integrating AlphaTrust e-Sign

Case Study: OneAmerica
iPipeline
With DocFast from iPipeline, OneAmerica was able to reduce the assembly and mailing process of policies & certificates from weeks to mere hours.

Customer Success: Erie Insurance
iPipeline
How Erie Life Improved Its Point-of-Sale Approval Rate by 50%

Customer Quote: British Friendly
iPipeline
On Leveraging SolutionBuilder to optimize distribution efforts.
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