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

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.

Customer Quote: Premier Brokerage

iPipeline
On benchmarking performance against the industry
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