Skip to main content

PRODUCT DIRECTORY


Advisor™
Single platform for life insurance, segregated and mutual fund data
AFFIRM® for Annuities

Streamlined order entry for annuities

AFFIRM® for Life

Wizard-based collaborative selling tool

AgentOne®

Salesforce integration with iPipeline agent tools

AlphaTrust® e-Sign

Flexible e-Sign & document process automation

AnnuityPipe

Research, quote, & transact annuity sales

DocFast®

Fast & secure e-Delivery

iGO®

Intelligent, fillable form & data gathering e-app

Illustrations

Fully integrated illustrations generator

InsureSight®

Leverage data analytics & AI

iSolve®

Digital access to millions of illustrations

Laser App
Financial forms made easy & accessible


Laser App Account Opening
The fastest way to open accounts
LifePipe

Quickly deliver accurate quotes

Maestro®

Launch & manage new products

OmniDirect™

Omni-channel buying experience for consumers

PolicyHS®

Electronic customer experience for service forms

RepVision
Complete, consolidated view of client holdings
Resonant®

Streamline new business & underwriting

Resonant® Field Underwriting

Field underwriting tool

SSG DIGITAL® PLATFORM
iPipeline’s end-to-end core platform to digitize your business
WealthServ® Insurance
Canada’s leading distributor back office software
WealthServ® Investments
Integrated front to back office mutual funds solution

Take The Next Step

Discover All We Can Do Together

Find out how iPipeline can help your business excel.