iPipeline
Your success depends on speed, efficiency, and trust. We got you. Learn How Piecemeal solutions are a bottleneck to financial peace of mind. Complex issues in life insurance and wealth management demand a comprehensive platform that will help drive results. We...
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Latest posts
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iPipeline Introduces Next-Generation Professional Services Model to Drive Technology Adoption ROI
iPipeline Services CORE Methodology and Client Value Group transform professional services across the insurance and wealth industries to deliver continuous value, speed, and predictable outcomes.
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Before AI, Before Automation, There’s Information
Before AI, Before Automation: Why AI-Ready Data Starts at Intake Why Information Readiness Begins at Intake Organizations have spent the last decade modernizing how work gets done. They have invested heavily in workflow automation, digital experiences, analytics, and AI. Yet…
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The New Competitive Advantage in Annuity Distribution
Organizations have invested heavily in digital experiences, but many advisors still navigate disconnected systems, fragmented workflows, and unnecessary complexity. As experience becomes a greater competitive differentiator, firms are rethinking how annuity capabilities are…
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Why Evolve. Why Now. From Fragmented Systems to Connected Experiences
An industry perspective on the future of digital application experiences. As carriers face growing pressure to launch products faster, support evolving distribution models, and deliver more connected digital experiences, many are rethinking the foundation behind their e-App…
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Illustration Technology Has Moved Beyond Illustrations
The illustration is now the starting point, not the destination. Five ways carriers are using illustration technology to drive sales and retention.
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iPipeline Named Finalist in ThinkAdvisor’s 2026 Luminaries Awards for AI Innovation & Impact
iPipeline has been named a finalist in ThinkAdvisor’s 2026 Luminaries Awards for AI Innovation & Impact, recognizing its leadership in AI-driven financial services innovation.
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What Matters Most When Evaluating an Agency Management System: 6 Key Considerations
An Agency Management System (AMS) isn't just crucial for running your agency smoothly; it also impacts how efficient and productive you are, directly affecting your success. Here are six key factors to keep in mind.
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iPipeline Named to FinTech Global’s 2026 InsurTech100 as an Innovator Transforming the Industry
iPipeline has been named to this year’s list in recognition of Novera, its AI-powered, cloud-native platform, as well as CHARLi, iPipeline’s proprietary AI foundation embedded across the platform.
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The Hidden Customer Experience Advantage
Explore insights from Chief Revenue Officer Loren Brockhouse on the role of connected systems, data flow, and modern architecture in delivering the seamless experiences today's customers expect.
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Post-Sale Communication Gap May Be Driving Policy Lapses
Explore insights from iPipeline Chief Product Officer Katie Kahl in Life Annuity Specialist as she examines how post-sale communication may influence policy retention and long-term customer relationships.