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Service Directory Organization Information

Name:

iPipeline

Business Categories:

Technology: Software + Services

Product/Service Types:

Business Intelligence/Metrics/Data, Data Aggregation, eApplication, eDelivery, eSignature, File Translation & Formatting, Financial Services, Illustration Vendors, Insurance, Presale Tools, Quote Tools, Regulatory Compliance & Communications Solutions, Regulatory Tracking, Replacements, Risk & Compliance, Tech Annuity Policy Lifecycle, Wealth Management Platforms

222 Valley Creek Blvd Ste 300
Exton, PA 19341-2385

http://www.ipipeline.com

Contact:

Lisa Shea

Email:

lshea@ipipeline.com

Phone:

(484)348-6555

Description:

iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management. iPipeline’s platform is used by approximately 450 carriers and fund companies, 1,400 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Boston, Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Davidson, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.