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,

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
Data Export

Software Failure Risk Guidance

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for ipipeline

Top Failure Risks for ipipeline

iPipeline, Inc. News

Product

iPipelines CHARLi Ushers in a New Era of AI-Driven Speed for Life Insurers

iPipeline introduces CHARLi, an AI-driven solution designed to enhance processing speed for life insurers. This innovation aims to streamline operations and improve efficiency in the insurance sector.

Executive

Press Releases Archives - iPipeline

iPipeline has appointed Holly McGiboney as Chief Human Resources Officer to lead talent acquisition and enhance employee experience strategies, aligning with the company's growth in the insurtech sector.

Product

iPipeline launches AI foundation to power its systems

iPipeline has launched 'Charli,' an AI foundation integrated into its digital workflow solutions for life and annuities carriers. Charli enhances product launch processes, distribution, and client experience strategies by providing real-time insights and operational efficiency. It offers features like Speed score, SmartSell, and conversational analytics to streamline sales and optimize workflows, empowering carriers and distributors to innovate and deliver more value.

Product

iPipeline Launches CHARLi, Their AI-Powered Foundation for Next-Gen Speed, Decision-Making, and Personalization Across Life Insurance and Annuities Industry

iPipeline has launched CHARLi, an AI-powered platform designed to enhance decision-making, speed, and personalization in the life insurance and annuities industry. CHARLi integrates with iPipeline's digital solutions, optimizing workflows and providing real-time insights. It aims to accelerate product launches, improve sales processes, and offer intelligent automation across the company's ecosystem.

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