EbixEnterprise vs. iPipeline Financial and Insurance Solutions

quoting multiple carriers with real-time pricing updates is crucial in our business and it is the only platform we are aware of that is succesful in this area. Application submission directly from a quote is very convenient. We rely heavily on the quoting platforms within EbixEnterprise for our business and without it would have to login to each carrier individually causing major delays.

Incentivized

In my opinion, its a necessary evil. It gets the job done most of the time, but does have finicky parts that take some getting used to. If a carrier utilizes this platform, you really have no choice but to use it, I believe. In my opinion it has prevented us from going with particular carriers because of anticipated issues.

• Accurate quoting using Carrier software for advances sales
• Allows electronic application submission
• Ability to compare side by side many options

Incentivized

• ensures apps are submitted "in good order"
• Has access to all carrier forms in one portal
• prepopulates forms based on questions answered

• Winflex web times out too quickly and requires a new login and new data entry
• calculations can sometimes take too long causing winflex to shut down

Incentivized

• must have a very good internet connection. It can run slow and even freeze and kick you out of the system if working on wifi
• Some questions require specific answers before allowing you to move to the next screen. i.e. if you enter bank information, but don't have the correct banks current legal name it won't accept it. I have had to call customer support while with clients to rectify this.
• When trying to collect signatures the system will "think" and load for a very long time. Getting out and back in will work to fix it sometimes. We have had to call customer support and have them manually move to the next screen so we could collect signatures.

When I have needed support they answer quickly and fix the issue

Firelight is typically used to Annuity applications. It is arduous and long, but makes sure all forms are complete. iPipeline Financial and Insurance Solutions is much better in my experience because all forms can be signed at once, whereas Firelight will sometimes populate forms that need to be printed and uploaded, defeating the purpose of the online app.

• We have agents all over the country that come to us for carrier selection/quoting
• We are a preferred Premium Finance Brokerage and are able to be such due to the ease and speed at which we are able to look at the entire market simultaneously.
• we would not be as successful without the tools from EbixEnterprise

Incentivized

• Being able to access forms in one system is the biggest pro.. Going to each carrier individually would be a nightmare.
• Once you elect a carriers forms, there is an option to e-apply right there on the spot from the forms section. That is sometimes useful, it doesn't always carry over the correct agent information for a smooth submission
• Forms are always updated as soon as the carrier has updated their forms.
• IGo e-application is helpful most of the time.