Exton-based iPipeline – a leader in on-demand marketing, selling and processing solutions for the insurance and finance industries – plans to unveil a new fillable forms interface at the Insured Retirement Institute (IRI) Operations and Technology Conference on May 19th in Kissimmee, Fla.
The easy-to-use and self-serviceable interface enables carriers to realize a rapid return on investment on their annuity investments, while giving agencies, banks and independent broker dealers a forms-based solution that supports suitability and workflow requirements. The new interface, being made available to customers of recently-acquired Aplifi, ensures all field entries are accurate and speeds the processing of annuities applications.
“This new forms interface extends the value of our solution for annuities,” said Tim Wallace, chief executive officer.
Dan Smith, executive vice president of Annuities at iPipeline, said other solutions in the marketplace duplicate costs, forcing carriers to recreate rules and hard-code them into forms field by field.
“This is time-consuming and becomes a major issue because forms and products frequently change,” Smith said. “Customers can use our current wizard-based interface to guide them through the process.”
For information about leveraging iPipeline’s platform for the marketing, selling and processing of life, annuity, pre-need, final expense, medicare supplement, medicare advantage, critical illness and other financial products, contact firstname.lastname@example.org or call 1-800-758-0824, option 2.
iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating 125 carriers, 1,200 distributors and their financial professionals and licensed advisors in a single, Web-based environment – the iPipeline Customer Network. iPipeline has locations in Atlanta, Charlotte, Danville, Ft. Lauderdale, Milwaukee, Salt Lake City, Tokyo, UK, and Vancouver.