CUSTOMER STORIES

Customer Testimonial: HUB Financial

iPipeline

Terri DiFlorio of HUB Financial discusses their experience with WealthServ

Case Study: Conventus Now

iPipeline

How Conventus Now modernized and automated their business processes through iPipleline's SSG Digital platform with PAS+

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

Case Study: ReMark

iPipeline

World Leader in Policyholder Marketing, ReMark, Boosts Profitability

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: TD Ameritrade

iPipeline

On achieving greater efficiency and accuracy for RIAs

Customer Quote: Sagicor

iPipeline

On Leveraging DocFast and Resonant NB&UW

Customer Quote: British Friendly

iPipeline

On Leveraging SolutionBuilder to optimize distribution efforts.