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

"...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

How can ipipeline optimize your Digital Signature Workflow?

How does ipipeline facilitate 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)

Software Failure Risk Guidance

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for ipipeline

Top Failure Risks for ipipeline

iPipeline, Inc. News

Protective Joins with iPipeline to Digitally Transform the Order Entry Process and Help Advisors Drive Efficiency - Business Wire

Protective partners with iPipeline to improve the digital order entry process, enhancing efficiency for advisors.

03/12/2024 - source

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%.

03/12/2024 - source

Luma Financial Technologies and iPipeline Partner to Simplify Annuity and Life Insurance Sales - MSN

Luma Financial Technologies and iPipeline are working together to make selling annuities and life insurance easier.

02/12/2024 - source

iPipeline, Inc. Feeds

iPipeline Appoints Steve Cover as CTO to Advance Technological Vision and Strategy - Coverager

iPipeline has appointed Steve Cover as their new Chief Technology Officer to enhance their technology strategy.

15/08/2024 - source

NAFA Annuity Leadership Forum

13/06/2024 - source

American Fraternal Alliance Lunch & Learn

13/06/2024 - source

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