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

"...With PolicyHS, our customers benefit by being able to complete changes and requests online, or by having our call center representatives initiate the process and then electronically route documents to them for signature...." 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 Are the key features of ipipeline 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 News

iPipeline launches protection engagement tool

iPipeline released an upgraded PreQuo Lead Gen software to enhance customer engagement and boost protection opportunity generation.

27/06/2024 - source

ipipeline Feeds

NAFA Annuity Leadership Forum

13/06/2024 - source

American Fraternal Alliance Lunch & Learn

13/06/2024 - source

NAFA Annuity Distribution Summit

13/06/2024 - source

ipipeline Profile

Company Name

ipipeline

Company Website

https://www.ipipeline.com/

HQ Location

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

Employees

501-1000

Social

Financials

PRIVATE