Name: iPipeline Financial and Insurance Solutions
Rating: 5 (2 reviews)
Author: iPipeline

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Push Notifications

Text Editors

Development

Online Learning

Education

Business Intelligence (BI)

Collaboration

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AI Agent Builder

App Development

Browser

Cloud Storage

Component Content Management

Data Center Infrastructure Management

Fraud Detection

Hosted Virtual Desktop

Hyper-Converged Infrastructure

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Managed Print

Network Performance Monitoring

Process Mining

Security Awareness Training

Software Defined Storage (SDS)

Solid State Drives

Tower Servers

Virtual Desktop Infrastructure (VDI)

Virtual Private Network (VPN)

VoIP Monitoring

Web Application Firewalls

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Business Card Scanning

Content Management

Data Management

Digital Analytics

Digital Experience Platforms (DXP)

Email Management

Email Marketing

Event Registration

Graphics

Heatmap and Session Recording

Marketing Automation

Marketing OS

Online Reputation Management

Real-Time Interaction Management

Search Marketing Intelligence

Social Media Management

Social Media Publishing

Survey & Forms Building

Swag Management

Web Analytics

Marketing

Business Caller ID

Project Management

Professional Services

Customer Relationship Management (CRM)

eCommerce

Sales

Assisted Living

Car Rental

Church Management

Construction Accounting

Jail Management

Vertical-Specific

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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).

iPipeline Financial and Insurance Solutions

Insurance Suites are for agencies that want to maximize interoperability by acquiring all the necessary modules from one vendor. To that end many vendors offer application suites that subsume agency management modules with billing, underwriting, claims, and policy rules management.

Insurance Suites

Likelihood to Recommend

Support Rating

iPipeline

EbixEnterprise

iPipeline Financial and Insurance Solutions 2023-02-09 11:51:56

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Insurance Suites Software

We are a Life Insurance brokerage. A large portion of the Carriers we work with use iPipeline Financial and Insurance Solutions for the automated app entry or to access forms. Since COVID most carriers are moving towards online options and tele-sales so the use of iPipeline Financial and Insurance Solutions has grown. The idea of the software is what the industry needs, but unfortunately it is not always the best.

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

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.

Accessing forms in one location for all carriers
IGo E-applications

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.

Firelight by Insurance Technologies, EbixEnterprise

No. I usually use it via a carriers website so we don't pay for the service.

I was inputting an app with United of Omaha and there was an issue with the name of the bank and it wouldn't let me proceed. We called the bank to confirm and they told us they changed their name. We inputted the new name and it still wouldn't work. I had to call support and go over the issue with them. They were able to look up the bank name in their system and correct the issue on their end and clear the error so I could proceed.

iPipeline Financial and Insurance Solutions

Overview

What is iPipeline Financial and Insurance Solutions?