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

Help Desk

Web and Video Conferencing

Customer Support

Mobile App Development

Software Configuration Management

Development

Business Intelligence (BI)

Collaboration

Dropshipping

Enterprise

Accounting

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

Employee Monitoring

HR Management

Payroll

Professional Employer Organizations (PEO)

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

C/C++ Integrated Development Environments

Cloud Storage

Dynamic Application Security Testing (DAST)

Embedded Business Intelligence (BI)

Fraud Detection

Hadoop-Related

IT Alert Management

IT Service Management (ITSM)

Identity Governance and Administration

In-Memory Databases

Incident Response

Integration Platform as a Service (iPaaS)

Managed Print

Metadata Management

Network Performance Monitoring

Relational Databases

Remote Monitoring and Management

Session Border Controllers

Telecom Expense Management (TEM)

Traffic Switching

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Competitive Intelligence

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Email Marketing

Email Testing

Enterprise Marketing Management

Marketing Automation

Presentation

Social Media Advertising

Social Media Management

Survey & Forms Building

Technology Review

Text to Speech

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Lead Generation

Sales

Commercial Drone

Digital Forensics

Home Health Care

Insurance Agency Management

Legal Research

Library Management

OSS/BSS (Operations Support/Business Support)

Real Estate Property Management

Vertical-Specific

small

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.

Vertafore Agency Platform

Insurance Suites

Vertafore

medium

large

Guidewire offers InsuranceSuite, their comprehensive suite of applications meant as a single source of truth for all customer, financial, and transactional data, and offers supports administrative automation for property and casual insurers.

Guidewire InsuranceSuite

Guidewire Software

Ebix, headquartered in Johns Creek, offers EbixEnterprise, an insurance suite supplying integratable modules supplying CRM (powered by Ebix's SmartOffice solution), insurance exchange, policy administration, and other features. EbixEnterprise can be configured to meet the needs of hospital systems, insurance agencies, and benefits administrators in enterprises.

EbixEnterprise

Ebix

Beginner

Advanced

BlueMind

Duck Creek Suite

Duck Creek Technologies

Insurity Sure Suite

Insurity

Accenture Life Insurance and Annuity Software

Accenture

Adaptik Suite

Adaptik

Majesco P&C Suite

Majesco

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.

Likelihood to Recommend

Support Rating

iPipeline

Reviews

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

Firelight by Insurance Technologies

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.

Product Usage

Pros and Cons

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

Things done well

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.

Things done poorly

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.

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

Most Important Features 3.4.21

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.

Return on Investment

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.

Alternatives

Firelight by Insurance Technologies, EbixEnterprise

Other Software Used

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

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

Premium support

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

Bug Reports

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. 

Great Support

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 2023-02-09 11:51:56

Operating Systems	Unspecified
Mobile Application	No

iPipeline Financial and Insurance Solutions

Overview

What is iPipeline Financial and Insurance Solutions?

iPipeline Financial and Insurance Solutions Review

Product Details

What is iPipeline Financial and Insurance Solutions?

iPipeline Financial and Insurance Solutions Technical Details

Comparisons

Compare with

Vertafore Agency Platform

Guidewire InsuranceSuite

EbixEnterprise

BlueMind

Duck Creek Suite

Insurity Sure Suite

Accenture ALIP

Adaptik Suite

Majesco P&C Suite

Reviews and Ratings

Attribute Ratings

Reviews

No reviews found