ipipeline Overview

iPipeline provides cloud-based, no-code and low-code SaaS solutions for the insurance and financial services industry. Its SSG Digital platform streamlines sales, compliance, operations, and support across the ecosystem.

Use Cases

Customers recommend Advertisement, Digital Signature, Proposal & Quote Management, as the business use cases that they have been most satisfied with while using ipipeline.

Other use cases:

  • Helpdesk Management
  • Collaboration
  • Workflow Management
  • Engaging And Following Up
  • Training & Onboarding
  • Contact List Management
See all use cases See less use cases

Business Priorities

Launch New Products and Grow Market Share are the most popular business priorities that customers and associates have achieved using ipipeline.

Other priorities:

  • Increase Sales & Revenue
  • Scale Best Practices
  • Improve Internal Communications
See all business priorities See less business priorities

ipipeline Use-Cases and Business Priorities: Customer Satisfaction Data

ipipeline works with different mediums / channels such as Phone Calls. Social Media. and Website.

Reviews

"...Deliver and E-Sign iPipeline s DocFast e-delivery product can help your agency to tap the enormous mass youth market in the life insurance sector...." Peer review from Featured Customers

Popular Business Setting

for ipipeline

Top Industries

  • Information Technology and Services

Popular in

  • Small Business

ipipeline is popular in Information Technology And Services, and is widely used by Small Business,

ipipeline Customer wins, Customer success stories, Case studies

What solutions does ipipeline provide for Digital Signature?

What benefits does ipipeline offer for Collaboration?

ipipeline Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.27/5 ★

Read Reviews (7)
Analytics

3.89/5 ★

Read Reviews (4)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.27/5 ★

Read Reviews (7)
Analytics

3.89/5 ★

Read Reviews (4)

ipipeline Integrations

ipipeline integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.28/5 ★

Read Reviews (4)
Data Export

3.65/5 ★

Read Reviews (2)

OneLogin

4.52 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

SignNow

4.61 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

ClickDimensions

3.99 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Software Failure Risk Guidance

?

for ipipeline

Top Failure Risks for ipipeline

iPipeline, Inc. News

Executive

iPipeline Appoints Revenue and Services Executives

iPipeline has appointed Loren Brockhouse as Chief Revenue Officer and Mike James as Executive Vice President of Professional Services. Brockhouse will lead North American sales, marketing, and customer experience, while James will focus on enhancing professional services delivery. These appointments aim to strengthen iPipeline's leadership in the life insurance and wealth management technology sectors.

Read more →
Executive

iPipeline Strengthens Executive Leadership Team

iPipeline has strengthened its executive leadership team by appointing Loren Brockhouse as Chief Revenue Officer and Mike James as Executive Vice President of Professional Services. These strategic hires aim to enhance the company's go-to-market strategy and professional services, focusing on scalable growth and customer experience. The appointments reflect iPipeline's commitment to innovation and long-term growth in the life insurance and wealth management sectors.

Read more →
Executive

Insurance moves: Ascot, Marsh, iPipeline and Kennedys

iPipeline has appointed Loren Brockhouse as chief revenue officer and Mike James as executive vice president of professional services. Brockhouse will oversee North American sales, marketing, and customer experience, while James will focus on operational excellence and scalable delivery. These leadership changes aim to enhance iPipeline's go-to-market strategy and service delivery.

Read more →
Executive

ROP Press Release: iPipeline Strengthens Executive Leadership Tea...

iPipeline has appointed Loren Brockhouse as Chief Revenue Officer and Mike James as Executive Vice President of Professional Services. These strategic hires aim to enhance iPipeline's go-to-market strategy and professional services, focusing on scalable growth and customer success. The appointments reflect iPipeline's commitment to innovation and operational excellence in the life insurance and wealth management sectors.

Read more →

iPipeline, Inc. Profile

Company Name

iPipeline, Inc.

Company Website

https://www.ipipeline.com/

HQ Location

222 Valley Creek Blvd, Suite 300, Exton, PA 19341, US

Employees

501-1000

Social

Facebook Linkedin Twitter

Financials

PRIVATE