Tag: e-Sign

John Hancock Integrates With iPipeline’s iGO Application Solution to Streamline Sales and Improve Customer Experience

Written by iPipeline on . Posted in Press & News.


Enhanced Platform to Increase Sales Efficiency and Offer Access to Instant Underwriting Decisions

Exton, PA (July 21, 2021) – iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced John Hancock has implemented a fully digital version of iGO® e-App, including Client Collaboration with AlphaTrust® e-Signature, to accelerate the life insurance application process. This new, modern approach can dramatically reduce the life insurance sales cycle and offers a less intrusive way to collect medical history data with required signatures. Some clients may even receive an “instant” underwriting decision via John Hancock ExpressTrack®, the company’s accelerated underwriting process.1

“Client collaboration has long been a primary focus for iPipeline as we see the speed-to-coverage advantages being top of mind for most customers. Whatever can be done to make application completion and the collection of personal/medical data easier can drastically improve the overall customer experience,” said Larry Berran, CEO, iPipeline. “The COVID-19 pandemic has prompted progressively minded carriers and their agents to seek efficient ways of doing business in a contactless selling environment. John Hancock’s decision to integrate with our platform demonstrates their commitment to accelerating the application and underwriting process at a time when traditional processing methods can lead to extensive delays.”

“At John Hancock, we are on a journey to reinvent the life insurance purchase process and are working in lock-step with like-minded innovative technology companies to make it happen. This collaboration with iPipeline is the latest effort to provide our distribution partners with next-generation sales tools to streamline the completion of applications,” said Linda Levyne, Senior Vice President/Head of Sales, John Hancock Insurance. “This is the level of service our partners and customers demand, and we are excited to provide them with an easy and convenient submission method at a time when so many are seeking protection.”

To learn about iPipeline’s innovations in client collaboration, click here, contact sales@ipipeline.com or call 1-800-758-0824, option 2. If you’re an existing iPipeline customer, turn on John Hancock’s “Term e-Application” and “Permanent e-Application” in iService to start taking advantage today.

  1. Consumers, 18-60, submitting an application via iPipeline’s iGO e-App, and applying for single-life coverage up to $3 million are eligible for the ExpressTrack process, with an opportunity for certain applicants to obtain an “instant” underwriting decision. Policy issuance is not guaranteed as any life insurance purchase is subject to completion of an application, including health questions, and underwriting approval. John Hancock will obtain additional information, including but not limited to medical records, to evaluate your application for insurance; and after your policy is issued, to identify any misrepresentation in the application. The ExpressTrack process is not available in New York.
Linda Levyne, Senior VP/Head of Sales, John Hancock

About John Hancock and Manulife
John Hancock is a unit of Manulife Financial Corporation, a leading international financial services group that helps people make their decisions easier and lives better. We operate primarily as John Hancock in the United States, and Manulife globally, including Canada, Asia and Europe. We provide financial advice, insurance and wealth and asset management solutions for individuals, groups and institutions. Assets under management and administration by Manulife and its subsidiaries were CAD$1.3 trillion (US$1.0 trillion) as of March 31, 2021. Manulife Financial Corporation trades as MFC on the TSX, NYSE, and PSE, and under 945 on the SEHK. Manulife can be found at manulife.com.

One of the largest life insurers in the United States, John Hancock supports more than 10 million Americans with a broad range of financial products, including life insurance, annuities, investments, 401(k) plans, and education savings plans. Additional information about John Hancock may be found at johnhancock.com.

Insurance policies and/or associated riders and features may not be available in all states. Insurance products are issued by John Hancock Life Insurance Company (U.S.A.), Boston, MA 02116 (not licensed in New York) and John Hancock Life Insurance Company of New York, Valhalla, NY 10595. MLINY062221598-1

About iPipeline
iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

For John Hancock:
Ana Senior
Head of John Hancock Public Relations
asenior@johnhancock.com
857-272-0020

Northern Digital Automates Workflow and e-Signature With AlphaTrust e-Sign

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Next-Gen Product Powers Contactless Workflow Management and e-Signature in COVID-19 Environment

EXTON, PA (October 7, 2020) – AlphaTrust® Corporation, a wholly-owned subsidiary of iPipeline® and leading provider of white-labeled electronic signature and workflow solutions, today announced Northern Digital Inc.® (NDI) a global leading innovator and manufacturer of advanced 3D measurement technology systems, with over 45,000 installations worldwide, has selected AlphaTrust e-Sign to automate the routing of Non-Disclosure Agreements (NDA) to clients and suppliers for review and e-Signature. As a special feature, when the terms of a specific NDA are being negotiated and result in changes, the signature block area at the bottom of the document is maintained for completion throughout the process.

“The routing of one critical document to many individuals for review, modification, and approval by signature can be a major challenge, particularly in today’s COVID-19 environment. When faced with sending out a large quantity of NDAs to a variety of companies for review, the potential for the process to stall or for documents to be misplaced is great. This typically results in undesirable delays, resending documents, and a protracted sales process,” said Larry Berran, CEO, iPipeline and AlphaTrust. “AlphaTrust e-Sign has been designed to enable clients to predefine a workflow and then automatically route disparate documents to multiple parties for reviews and modifications during negotiations. User-defined rules power AlphaTrust, making it much more than a typical e-Signature solution. We are enabling companies to adjust to today’s challenges in the contactless environment and are pleased NDI is reaping value from this product.”

“With 45,000 installations of our 3D measurement technology system deployed worldwide and a large quantity of NDAs being sent to clients and suppliers for review and acceptance, it was essential for us to implement a product to automate how we manage the process and capture signatures. We needed more than a typical e-Signature product and something to automate workflows,” said Dave Rath, President, NDI. “AlphaTrust e-Sign was rapidly installed and once our workflow rules were defined, we put the product to work in our NDA reviews. We have noticed a marked improvement in the speed of execution for NDAs undergoing rigorous reviews for acceptance and signature. The beauty of the brandable product is that it enables all of this to be done remotely and without contact, and the signature block remains consistent throughout the process. Notifications are sent out to all parties upon completion of the process. We are currently exploring additional ways to diversify the use of AlphaTrust e-Sign at NDI.”

About Northern Digital Inc.
NDI is a global leading innovator and manufacturer of advanced 3D measurement technology systems, with over 45,000 installations worldwide. For over 35 years, our optical measurement and electromagnetic tracking solutions have been trusted by the world’s foremost organizations and institutes in medicine, industry, simulation, and academia. From image-guided surgery to aeronautics; from quality assurance to biomechanics research, NDI solutions are used whenever best-in-class measurement accuracy and reliability are required. Visit https://www.ndigital.com/.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com/.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

Professional Advantage Selects AlphaTrust for Integration Into 1Staff

Written by iPipeline on . Posted in Press & News. Leave a Comment

AlphaTrust Capabilities Range from Present-and-Sign to Multi-Document, Multi-Party Transactions

DALLAS, TEXAS (September 1, 2020) – AlphaTrust® Corporation, a subsidiary of iPipeline® and leading provider of white-labeled electronic signature solutions, today announced a partnership with Professional Advantage Ltd., a global software and service provider for mid-sized organizations. Under the agreement, Professional Advantage will incorporate the entire AlphaTrust e-Sign platform seamlessly into their 1Staff staffing and recruitment solution to create an immersive, easy-to-use, digital client experience.

1Staff from Professional Advantage is an end-to-end staffing solution underpinned by the Microsoft® Dynamics 365 platform. From business planning to budget tracking, marketing and lead generation through customer engagement, applicant tracking through compliance and onboarding, time capture, bill & pay through to full ERP financials, 1Staff delivers staffing organizations 360-degree control and visibility from start to finish.

“The AlphaTrust value proposition is to enable leading software companies to add document finalization processing to their existing solutions. The real value is tied to creating an easy-to-use customer experience that is often lost with external and cumbersome bolt-on solutions,” said Larry Berran, CEO, iPipeline and AlphaTrust. “By integrating e-Signature into the app, 3rd party risks are eliminated because customer data is not being exposed in documents routed to an e-Sign vendor. Professional Advantage is an ideal client for AlphaTrust, and we are looking forward to enhancing their already highly valuable staffing platform.”

“We are always looking for ways to improve the overall user experience and increase value to our clients. Embedding AlphaTrust e-Sign into our technology stack is a major step forward,” commented Derek Rippingale, President, Professional Advantage. “AlphaTrust has a superb OEM business model that enables us to increase our clients’ productivity and add value to our brand by using their well-experienced and credentialled electronic signature solutions.”

AlphaTrust e-Sign’s capabilities range from simple present-and-sign tasks to multi-document, multi-party transactions with varied rules for different participants, allowing it to enable 1Staff to be more valuable to its user community.

About Professional Advantage
Professional Advantage specializes in providing staffing solutions and other industry and process focused extensions to the Microsoft Dynamics and Infor platforms. For more information about 1Staff from Professional Advantage, visit https://www.go1staff.com.

About AlphaTrust
AlphaTrust pioneered electronic signature solutions in 1998, and since then has processed over 600 million critical business transactions for clients around the globe. With electronic signature solutions built to be repurposed for other software applications, AlphaTrust e-Sign is an invaluable addition to any platform. For more information about AlphaTrust, visit https://www.alphatrust.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484-870-6234

For Professional Advantage:
Kristin Moreland
Kristin.Moreland@profad.com
701-551-2909

WoodmenLife Overcomes COVID-19 Obstacles to Facilitate Policy Delivery with iPipeline’s AlphaTrust e-Sign

Written by iPipeline on . Posted in Press & News. Leave a Comment

Rapid e-Sign Deployment Enables Signatures to Be Secured to Complete Issuance and Policy Delivery

EXTON, PA (July 21, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced WoodmenLife, a not-for-profit fraternal benefit society, has implemented iPipeline’s AlphaTrust® e-Sign product to remotely secure mandatory signatures to complete issuance and delivery of life insurance policies. The decision to deploy AlphaTrust e-Sign was based on iPipeline’s ability to execute an extremely rapid deployment to overcome obstacles imposed by the COVID-19 pandemic. AlphaTrust is a brandable and cost-competitive e-Signature product that works on a stand-alone basis or seamlessly with other iPipeline products such as iGO® e-App and DocFast® e-Delivery.

“The COVID-19 outbreak has elevated digital initiatives to an imperative level for the life insurance industry. Simple tasks such as meeting with a client to review documents and secure signatures have become major roadblocks to policy issuance and delivery. Our AlphaTrust e-Sign product is enabling our customers to break through these obstacles,” said Larry Berran, CEO, iPipeline. “iPipeline’s focus is and always has been to provide customers with innovative solutions to streamline and accelerate business processes. WoodmenLife is an example of a leader who has elevated the implementation of digital and analytic initiatives to the highest level to support the needs of their agents and customers. Insurers have no time to lose and everything to gain by advancing the capabilities of their platforms now.”

“WoodmenLife’s mission is to protect the financial futures of the families we serve. During these most challenging days, we want to assure our customers that they can count on us in every way without feeling obligated to leave the safety of their homes. We also want our agents to have the ability to effectively execute remote selling activities and avoid face-to-face engagement. iPipeline’s e-Signature product has given us a way to digitally break through obstacles to conduct our business activities,” said Denise McCauley, EVP and COO, WoodmenLife. “We have a history of making investments to fulfill our digital initiatives, and the value in this approach has become readily recognizable given the current state. iPipeline’s extreme responsiveness and rapid implementation of AlphaTrust e-Sign has strengthened our business continuity and is enabling us to meet the needs of our agents and the families we serve.”

Disjointed digital initiatives are a thing of the past. iPipeline’s end-to-end/quote-to-claim SSG Digital® core platform is designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in-force management tasks to achieve desirable business outcomes. For more information about our solutions, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About WoodmenLife
WoodmenLife (officially Woodmen of the World Life Insurance Society) is a not-for-profit fraternal benefit society founded in 1890, based in Omaha, Nebraska, United States, that operates a large privately held insurance company for its members. WoodmenLife has been awarded a rating of A+, the second highest ranking out of 15, for its financial strength and operating performance by A.M. Best. Visit www.woodmenlife.org.

About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

iPipeline Integrates AlphaTrust e-Sign into the AFFIRM Order Entry Platform

Written by iPipeline on . Posted in Press & News. Leave a Comment

e-Sign Enables Advisors to Remotely Execute 1035 Exchanges in Wake of the COVID-19 Pandemic

EXTON, PA (July 14, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced the integration of AlphaTrust® e-Sign into the AFFIRM® order entry system used by the nation’s most respected financial institutions and their advisors. The integration enables advisors to overcome remote selling obstacles and rapidly secure electronic signatures to accelerate 1035 exchanges and other transactions in today’s COVID-19 selling environment. The integration is immediately available for purchase by all AFFIRM customers.

“The impact from the COVID-19 pandemic has rippled throughout the entire financial services industry. Advisors have been challenged in this contactless environment to execute their 1035 exchanges and other transactions, all of which require client signatures. Advisors are particularly in need of technologies that simplify and improve the customer experience,” said Larry Berran, CEO, iPipeline. “At the onset of the pandemic, we rallied to bring e-Signature and e-Delivery to all of our customers to enable them to continue their business cadence. We are pleased to offer our AFFIRM customers the AlphaTrust e-Sign integration to remove obstacles and increase customer satisfaction.”

“Business priorities have clearly shifted. Top executives are less focused on speed-to-market initiatives and more on recovery as they are concerned about sustainability. According to a recent Novarica survey, 65% of life insurers have been forced to prioritize digital initiatives to optimize business performance because of stay-at-home measures. e-Signature is a critical component in a well-thought out digital strategy,” said Tom Benton, Vice President Research and Consulting, Novarica. “While cost reductions are on the list of priorities, we are not seeing large budget cuts as they pertain to technologies. Technology providers who are integrating capabilities such as e-Signature into their products are positioned appropriately at this time to enable customers to reap the benefits of digitization.”

AlphaTrust e-Sign is a fully brandable, highly secure e-Signature product. It enables advisors using AFFIRM for Annuities to remotely secure signatures to expedite 1035 exchanges and other financial transactions while satisfying client expectations for a contactless experience. For more information about the AlphaTrust e-Sign and AFFIRM integration, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by approximately 150 carriers, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.

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For iPipeline:
Lisa Shea
Marketing
lshea@ipipeline.com
484 870 6234

OrthoBanc Reveals Why e-Signature Is a Key Differentiator for Their OEM Business

Written by iPipeline on . Posted in Webcasts. Leave a Comment

A Discussion with the COO of OrthoBanc, Tina Mead, veteran in executive leadership. Tina discusses how they are utilizing AlphaTrust® e-Sign in their organization to enhance their customer offering and give them a competitive advantage. She also shares details about the multi-functionality that a white label e-Signature solution can provide, with examples of how they are using it to innovate.

You will learn:

  • How AlphaTrust is enabling OrthoBanc to achieve outstanding customer service objectives during the COVID-19 pandemic.
  • How e-Signature has enabled an all new automated, frictionless, seamless process.
  • About the advantages of implementing AlphaTrust e-Sign, a fully brandable and secure product, versus other market-leading products.

Bill Brice, EVP of e-Signature and Founder of AlphaTrust, an iPipeline company, also joined the discussion during this special live event.

The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World

Written by iPipeline on . Posted in Webcasts. Leave a Comment

The dependency on paper and wet signatures has crippled business speed – and in some situations screeched it to a grinding halt. iPipeline’s 25 years of experience and proven technology in insurance and financial services has positioned them as an industry leader for a variety of straight through processing new business solutions, among them, e-Delivery and e-Signature. Raymond James and Lincoln Financial are two member organizations utilizing iPipeline software to drive their businesses forward – and they’re imploring others to do the same.

IRI hosted “The Value of e-Delivery & e-Signature Technology in a COVID and Post-COVID World” on June 18, 2020. During this session, Jessica Brown, Assistant Vice President, Marketing, iPipeline, Brent Osborne, Vice President, Annuity CX, Lincoln Financial Group, Beth Maziad, Senior Vice President, Insurance Solutions Operations, Raymond James and Bill Hunter, Senior Vice President, Sales, iPipeline, tag teamed a discussion on the immediate impact of digitizing delivery and e-Signature, and the long-term strategies that they’re defining together to standardize our industry.

The Right Mortgage & Protection Network selects iPipeline’s AlphaTrust e-Sign software to automate registration process

Written by iPipeline on . Posted in Press & News. Leave a Comment

EXTON / CHELTENHAM UK, (May 28, 2020) – iPipeline® – a leading provider of digital solutions and services – today announced The Right Mortgage & Protection Network has adopted its document delivery and e-Sign solution, AlphaTrust®, to automate its member firm registration process.

The Right Mortgage & Protection Network is the first UK distribution network to adopt AlphaTrust e-Sign, which it will use to improve efficiency and turnaround times for new firm applications by replacing its current paper and wet signature registration process. It provides a rapid and secure process which allows full customisation of a business’s document delivery and e-Signature experience, helping turn inefficient, paper-based processes into fast, accurate and streamlined digitised workflows, making them faster and better controlled.

AlphaTrust e-Sign is a widely used e-sign and document process solution that enables automation ranging from simple send a document for signature to the most complex workflows. The solution, hosted in the cloud, is industry-compliant and securely digitises the creation of legally enforceable business records, providing real-time visibility from start-to-finish. Fully brandable, it will allow The Right Mortgage & Protection Network to provide its member firms with an efficient, seamless and safe journey. It also eliminates 3rd party risks by not exposing client data in documents typically routed to other e-signature vendors.

Ian Teague, UK Managing Director at iPipeline, said: “We are delighted that The Right Mortgage & Protection Network is the first UK distribution network to adopt AlphaTrust e-Sign. Automating its new member firm applications will transform its registration process by increasing efficiency and reducing costs. In a post COVID-19 world, we should be looking at all manual paper-based processes and question whether this is appropriate from a customer, business and social standpoint.”

Adam Stretton, Managing Director at The Right Mortgage & Protection Network, said: “We believe paper and wet signatures are obsolete tools for a modern network, so adopting iPipeline’s AlphaTrust e-Sign product means we are ahead of the industry curve. Not only will this product improve and speed up our business process, it will also help our member firms continue with business as usual amid the disruption caused by the COVID-19 pandemic.”

About iPipeline
iPipeline is a leading provider of global business intelligence, e-quote, e-application, policy delivery, e-signature and policy holder services. iPipeline’s SSG Digital® platform offers the broadest range of integrated and licensed solutions used by leading insurers/providers, distributors, and their agents and advisors. To learn how you can better use iPipeline’s industry-leading solutions to streamline and accelerate your business activities, visit us at www.ipipeline.com.

About The Right Mortgage & Protection Network
Founded in 2015, The Right Mortgage & Protection Network is a completely independent network for mortgage, protection, equity release and private healthcare advisers with over 480 active members, across over 235 member firms. The Right Group’s company brands also provide members access to wills, LPAs & estate planning, secured loans and conveyancing.

The Right Mortgage has been identified as one of London Stock Exchange Group’s 1000 Companies to Inspire Britain 2019. The report is a celebration of the UK’s fastest growing and most dynamic small and medium sized businesses (SMEs), with companies representing over 40 sectors and spanning every country and region across the UK.

Media Enquiries

Lisa Shea, Senior Events & Marketing Manager, 484-870-6234, lshea@ipipeline.com

Jenny Burt, Senior Marketing Manager, 01242 211726, jburt@ipipeline.com

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