Tag: Larry Berran

iPipeline Partners with Snowflake to Mobilize Life Insurance and Financial Services Industry Data

Data as a Service Provides Self-Serve, Seamless Access to iPipeline Data to Power Analytics and Decision-making

Exton, PA (February 9th, 2021) – iPipeline® – a leading provider of no code and low code cloud-based software solutions for the life insurance and financial services industry, today announced its partnership with Snowflake, the Data Cloud company, where iPipeline will leverage Snowflake’s Data Marketplace to support all their data applications and secure data sharing needs. iPipeline customers have near real-time access, unlimited scalability, and global availability to feed their AI/BI tools and ecosystem of partners. Snowflake and iPipeline have a growing joint customer base that includes referenceable customers in the life insurance and financial services industry.

“Our new partnership with Snowflake brings immediate benefits to our customers. Because Snowflake Data Marketplace provides easy and immediate access for secure data sharing, we do not have to send our customers custom data extracts and ad hoc reports,” said Larry Berran, CEO, iPipeline. “Data as a Service is rapidly becoming the core of many business strategies because near real-time access to data is critical to enhancing decision making and improving the customer experience. This state-of-the-art platform will enable customers to unite siloed data and easily discover and securely share data to execute reporting, analytics and other tasks to improve operational efficiency and drive growth.”

“Data is growing at warp speed, and in today’s economy, instant access, unlimited scalability, and self-service free of IT’s involvement are all critical factors for real-time business decisions,” said Matt Glickman, VP of Customer Product Strategy at Snowflake. “iPipeline’s integration with Snowflake Data Marketplace will allow insurance carrier, mutual fund, and financial institution customers to easily run self-service BI and analytics on the data within iPipeline’s core products for seamless data operations.”

To learn how you can mobilize your life insurance and financial services data and implement this new iPipeline Snowflake data service to power your analytics and decision-making, optimize business operations, and increase your speed to market, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of no code and low code, 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 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

Ameritas Selects iPipeline’s SSG Digital Platform to Enhance Life Insurance Processing for Financial Professionals

e-Application, Self-Service Capabilities, and Network to Optimize Financial Professional and Carrier Performance

Exton, PA (January 12th, 2021) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry, today announced Ameritas has chosen the SSG Digital® Platform to streamline the application processing experience. Ameritas is a mutual-based provider of life insurance, financial services, and employee benefits. iGO® e-App and Maestro® Self-Service will be integrated with Swiss Re’s Magnum Pure® full-service underwriting automation to accelerate business processing, lower costs, and improve the customer experience for the Ameritas independent distribution channel. iPipeline has the life insurance industry’s largest independent distribution and carrier network within North America.

“In a recent Deloitte survey, 48% percent of 200 insurance executives agreed the pandemic showed how unprepared our industry was to weather this economic storm. Digital technologies are essential to succeeding in today’s contactless selling environment, and iPipeline’s low code SSG Digital platform has what it takes to power the industry forward in 2021,” said Larry Berran, CEO, iPipeline. “Using iGO e-App and Maestro Self-Service with Magnum Pure will help Ameritas to improve their financial professional and consumer experiences.”

“Ameritas evaluated several technology providers to find a platform that best fit our needs,” said Robert Sharp, Head of Independent Distribution at Ameritas. “iPipeline is a strong organization in the independent marketplace with integration experience and an innovative end-to-end platform. We look forward to working with iPipeline on automating our new business processes.”

To learn how you can implement iPipeline’s innovations to automate how your products are sold and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About Ameritas
Ameritas is a marketing name for Ameritas Mutual Holding Company and its affiliated subsidiary companies, including Ameritas Life Insurance Corp. and Ameritas Life Insurance Corp. of New York. Founded in 1887, Ameritas offers a wide range of insurance and financial products and services to individuals, families, and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision, and hearing care insurance; retirement plans; investments; asset management; and public finance. Securities offered through affiliate Ameritas Investment Company LLC. (AIC), member FINRA/SIPC and investment advisory services offered through the business name of Ameritas Advisory Services. AIC is not affiliated with any third-party entity mentioned herein. For more information, visit ameritas.com.

About iPipeline
iPipeline is a leading provider of low code, 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 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

Rise of the Machines: Using Data and AI to Grow Your Business

iPipeline CEO, Larry Berran, and VP of Product Management, Roy Goodart share how owning and understanding your data and customers can transform your operations, increase revenue and manage risk. In this session you’ll learn how we’re empowering our industry to make the shift to becoming data-driven organizations!

iPipeline sponsored this session in conjunction with LIDMA’s 2020 Virtual Mastermind Series.

iPipeline’s WELIS Systems Wins 2020 XCelent Award for Depth of Customer Service for Ascent Illustration System

WELIS Excels in Customer Satisfaction Above All Other Illustration System Providers

Exton, PA (December 2, 2020) – iPipeline® – a leading provider of low code cloud-based software solutions for the life insurance and financial services industry – today announced recently acquired WELIS Systems has won the 2020 XCelent Award for Depth of Customer Service. The award is given to a company for outstanding performance in implementation and post-implementation services, training, the quality of user conferences, service-level agreement (SLA) scope and features, and mechanisms to obtain and service customer tickets. WELIS is long considered to be an industry leader in Illustration systems for the U.S. life insurance industry. The acquisition of WELIS positions iPipeline as one of the largest providers of illustrations in North America.

The WELIS Ascent® Illustration System is designed to help insurers sell and service customers in a multi-channel distribution environment. The multi-time, award-winning software is constructed as a standard single life illustration system that can be transformed into a sophisticated multiple life/multiple plan system with a single button click.

“Happy customers are what customer service is all about, and the WELIS team delivers services at a level not easily emulated by others within the Illustration System industry. Stephen Frederick and his team are a unique breed with an intense focus on excellence,” said Larry Berran, CEO, iPipeline. “Celent’s awards are highly coveted within the life insurance industry, and I am thrilled to see WELIS setting the bar for depth of customer service within our industry. Our focus will remain fixed on maintaining exceptional customer satisfaction.”

“Celent’s framework for evaluating vendors is called the ‘Celent ABCD Vendor View.’ Our standard representation of a vendor marketplace is designed to show our industry readers at a glance the relative positions of each vendor in four categories: Advanced Technology, Breadth of Functionality, Customer Base, and Depth of Customer Service,” said Karen Monks, Senior Analyst, Celent. “In the category of Depth of Customer Service, WELIS emerged as the clear winner based on customer evaluations. We congratulate Stephen and his team on a job well done.”

“Our customers are viewed as family at WELIS. Our team’s accessibility for them is second to none, and we understand the critical role Ascent plays in their agents’ abilities to attract and secure customers,” said Stephen Frederick, Senior Advisor, iPipeline. “We are honored to receive this award and committed to maintaining the same level of performance for our customers in the future.”

Ascent will be integrated into iPipeline’s low code, SSG Digital® Platform to enable agents and advisors to quickly run real-time scenario-based illustrations, save them, and send them to customers for review and e-Signature through the PAS+® (Policy Administration System Plus) agent portal. Agents and advisors will also be able to run an illustration and include it during the e-App process to collect e-Signatures, reducing cycle times and improving iGO® e-App processing rates.

To learn how you can implement iPipeline’s innovative solutions to automate how your products are marketed, sold, and processed, contact sales@ipipeline.com or call 1-800-758-0824, option 2.

About iPipeline
iPipeline is a leading provider of low code, 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 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

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

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

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

Pacific Life to Optimize Market Penetration with Next-Generation iPipeline/Atidot Analytics

Predictive Analytics Models Provide Real-Time Analysis of Impact from Product and Pricing Changes Based on Prior Sales

EXTON, (June 9, 2020) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Pacific Life has selected its InsureSight® case analytics, with Atidot’s predictive analytics models, to analyze the impact of product and pricing changes based on prior sales performance and industry data. The ability to predict future performance based on product selection, producer group, producer, location, demographic, and other critical factors will enable Pacific Life to adjust its product, pricing, or distribution strategy dynamically to optimize market penetration.

“Pacific Life is clearly stepping into the future of product design and pricing with the implementation of InsureSight case analytics and Atidot’s predictive analytics models. Based on the results, they will be able to optimize market penetration on demand,” said Larry Berran, CEO, iPipeline. “Our approach to predictive modeling is unique in that it leverages iPipeline’s independent channel data for competitive benchmarking, the most comprehensive and current private database in the industry. Insurers like Pacific Life can now gain newfound visibility and insights into the business it puts on the books and current market trends to drive their success and build market share.”

“Insurers need to implement next-gen solutions that enable them to immediately understand buyer and market dynamics. We live in a volatile environment and buying preferences can change overnight. By using our predictive analytics models together with iPipeline’s case analytics, Pacific Life will gain deep insight into the competitive carrier landscape,” said Dror Katzav, CEO and Co-Founder, Atidot. “Given the fallout from COVID-19, this solution is one of the best ways to navigate in real-time the uncertainty in today’s selling environment.”

“Given the current state and rapidly shifting buying trends, we were seeking a predictive analytics solution to help us drive future product performance in the marketplace with a high level of confidence. The iPipeline/Atidot predictive analytics models cover multiple dimensions of our business, and we expect this to provide valuable guidance immediately after implementation,” said Mary Bahna-Nolan, Senior Vice President, Head of Product Innovation and Strategy Life Insurance Division, Pacific Life. “We are excited about enriching our analytics with new, actionable insights to guide our decisions, minimize risk, and optimize efforts to grow our business while better serving the needs of our customers.”

For more information on how you can optimize use of iPipeline’s InsureSight case analytics with Atidot’s predictive analytics models to optimize market penetration in the current COVID-19 environment and its aftermath, contact your assigned sales representative, sales@ipipeline.com, or call 1-800-758-0824, option 2.

About Atidot
Atidot is an insurance technology company empowering the life insurance industry to become data-driven and optimize their book of business with big data solutions and predictive analytics. Founded by a team of data scientists and veteran actuaries, Atidot offers a cloud-based platform that provides data-driven insights to inform decision making, drive new business strategies, and create new revenue streams. Atidot works with leading life insurance and annuities providers to take control of their existing data to upgrade their risk modeling and to improve policyholder behavior prediction to improve sales, retention and in-force management. For more information, visit https://www.atidot.com/.

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

Industry Address with iPipeline CEO Larry Berran and special guest Dan LaBert, NAILBA CEO

Presenters: Larry Berran, CEO, iPipeline and Dan LaBert, CEO, NAILBA

The current global situation is unprecedented. Larry speaks candidly about continuing to run iPipeline and support our employees and customers emotional, financial, and business needs. He discusses iPipeline’s business continuity plan and what we’re doing to maintain a sense of normalcy, and how our technology can mitigate risk for you, your agents and advisors, and customers. Dan brings a perspective on current industry pressures, and how NAILBA is working with its membership to achieve balance and maintain stability.