But before we get to the story of iPipeline, let's talk about iPipeline Canada (formerly Bluesun)
iPipeline Canada was founded in 2001 by Simon Tomlinson and Stewart Wigg with a strong desire to make the delivery of software solutions painless for their clients. Why should it be so hard and so frustrating? It shouldn’t.
Today, iPipeline Canada handles more than 75% of all Canadian life insurance business in the independent channel. The WealthServ product suite combines a full-function back office with revolutionary lead generation and CRM tools for advisors.
In 2019, iPipeline Canada joined the iPipeline family, providing one partner to take consumers from prospects to policyholders in North America.
So, back to that agent...
There has to be a better way. This thought consumed the mind and frustrated the day-to-day work activities of life insurance agent Bill Atlee. Back in 1995, form packages were being mailed out and just as quickly they became obsolete. How could an agent possibly gain the trust of the customer in securing their financial future when they couldn’t even be sure that they were using the right form?!
The process eventually evolved into the distribution of CD’s, but this came with a new set of challenges. You see, these discs were distributed monthly, and if the cutoff deadline was missed, it meant a month of archaic forms. Agents also quickly realized they were shelling out a TON of money on toner, because the printing costs had been effectively shifted to their budgets. So what could put an end to the nightmare?
Bill’s vision was simple: create a single, up-to-date source of reference for forms from different companies and states.