Company Market Research Report: iPipeline

Company Overview

Name, Mission of the Company

• Name: iPipeline

• Mission: Delivering innovative solutions that simplify, transform, and connect the industry to help everyone achieve lasting financial security.

Founding Details

• Founded: 1995

• Founder: Bill Atlee

Key People

• CEO: Pat O'Donnell

• Chief Financial Officer: Adam Boone

• Chief Product Officer: Katie Kahl

• Chief Technology Officer: Steve Cover

• Chief Innovation Officer: Bill Atlee

• Chief of Staff: Daphne Thomas

• Chief People Officer: Diane Rowell

• General Counsel: George McDonnell

• Senior Vice President, Professional Services: Jay Marshall

• Managing Director, iPipeline UK: Ian Teague

Headquarters

• Location: 222 Valley Creek Blvd. Suite 300, Exton, PA 19341

Number of Employees

• Employees: Approximately 501-1,000 employees

Revenue of the Company

• Revenue: No information is available

What is the Company Known For

iPipeline is known for providing comprehensive and integrated digital solutions for the life insurance and financial services industries in North America and the UK. Their solutions leverage one of the industry’s largest data libraries to accelerate, automate, and simplify applications, processes, and workflows from quote to commission with seamless integration.

Products

LifePipe

• Description: Cutting-edge quoting software.

• Key Features:

• Comprehensive quoting solutions for Term and GUL, including popular riders.

• Access to multi-carrier life insurance quotes from approximately 60 carriers.

• Robust API for seamless connectivity with existing workflows.

• Mobile-responsive quoting for on-the-move access.

• Collaboration tools for saving and sharing quotes.

iGO®

• Description: Intelligent fillable wizard-based screens and data-gathering solution for life insurance applications.

• Key Features:

• Ensures 100% in good order applications.

• Optimized application features with a robust feature set.

• Comprehensive digital solution with e-Signature and e-Submission capabilities.

• Standardized rule-based applications to streamline processes.

AFFIRM® for Annuities

• Description: Dynamic compliance and order management system for managing annuity transactions.

• Key Features:

• Supports flexible architecture, ensuring regulatory compliance.

• Low-code/no-code capabilities for self-service management.

• User-friendly interface with extensive support for in-force transactions.

InsureSight®

• Description: Data analytics and artificial intelligence tool.

• Key Features:

• Provides competitive performance benchmarking.

• Detailed trend analysis and real-time data decisions.

• Optimized lead management and intuitive data visualization.

AlphaTrust® e-Sign

• Description: e-Signature product that automates document processes.

• Key Features:

• Customizable and brandable document delivery.

• Globally compliant business solutions.

• Accelerates document processing with class-leading APIs.

• Maintains a comprehensive audit trail.

Agency Integrator

• Description: Case management and commission reconciliation tool.

• Key Features:

• Provides holistic management from pre-app through in-force.

• Centralized database for agent contacts and application data.

• Automates agent communications and case manager reminders.

Recent Developments

New Products and Features

• OneView™: Launched as a solution to track the progress and status of annuity orders in real-time.

• iPipeline Evolve™ Platform: Established to provide a unified architecture across life insurance, annuities, and wealth management.

Key Appointments

• New CTO: Steve Cover appointed to advance technological vision and strategy.

• Chief Product Officer: Katie Kahl appointed to establish strategic vision and roadmap for product portfolio.

• New CFO: Adam Boone hired to drive long-term growth strategy.

Recent Acquisitions

• WELiS (2020): Expanded illustrations system.

• IFS (2020): Enhanced wealth management offerings.

• Bluesun (2019): Expanded presence in Canada.

Conclusion

iPipeline leverages its comprehensive and integrated digital solutions to secure people’s financial futures. The company is continuously evolving, adding new products, features, and industry-leading technology to offer unmatched solutions in the life insurance, annuities, and wealth management sectors.