iPipeline offers a Financial and Insurance Solutions suite. Their applications support new policy acquisition via OMNIDIRECT, policy management via Agency Integrator, IGO field quoting, document management (DOCFAST) streamlined order entry management (the AFFIRM for Life or AFFIRM for Annuities product), insurance form management, iPipeline CRM, and eSignature (Alphatrust E-Sign).
N/A
Vertafore Agency Platform
Score 8.9 out of 10
N/A
Vertafore Agency Platform is the vendor's comprehensive suite of applications for managing policies, customers, payments and claims, and integrates with other popular applications (e.g. DocuSign) to provide a comprehensive solution for agencies.
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.
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.
Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.
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 selected Vertafore Agency Platform after considering it's ability to provide detailed reports on everything from line of business to company comparison. We also visited another agency that was using Vertafore Agency Platform and received positive reviews from them.
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.
