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
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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
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ipipeline Use-Cases and Business Priorities: Customer Satisfaction Data

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

Reviews

"...We benefit by being able to plug PolicyHS directly into our consumer facing website and call center with very little IT development on our side...." Peer review by Gregg Poston, Vice President, Individual Operations, OneAmerica

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,

Comprehensive Insights on ipipeline Use Cases

Why is ipipeline the best choice for Digital Signature?

What makes ipipeline ideal 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)

Software Failure Risk Guidance

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for ipipeline

Top Failure Risks for ipipeline

iPipeline, Inc. News

Product

iPipeline enhances protection sourcing platform with support from The Openwork Partnership

iPipeline has upgraded its protection sourcing platform, integrating support from The Openwork Partnership. This enhancement streamlines the quote and underwriting process for advisers, improving efficiency in sourcing life insurance and protection products. The collaboration leverages iPipelines digital technology to deliver faster, more accurate premium comparisons and better customer outcomes in the financial services sector.

Product

iPipeline launches advanced underwriting alongside project partners, The Openwork Partnership

iPipeline has launched Advanced Underwriting for its SolutionBuilder platform, developed in collaboration with The Openwork Partnership. This enhancement delivers more precise, upfront protection quotes and underwriting decisions for advisers in the UK life insurance and pensions market. The feature addresses a key industry challenge by improving quote accuracy and streamlining the application process.

Executive

iPipeline Appoints Rachel Edwards to Lead UK Business into Next Stage of Growth

iPipeline appoints Rachel Edwards to lead its UK business, aiming for the next stage of growth.

Partnership

Protective Life Partners with iPipeline to Transform Annuity Sales, Slashing Processing Time by 80% | ROP Stock News - StockTitan

Protective Life partners with iPipeline to improve annuity sales, reducing processing time by 80%.

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

Financials

PRIVATE