American National Insurance Company is the latest firm to choose software produced by iPipeline of Exton, a nationally known company that provides marketing, selling, and processing solutions for top insurance and financial institutions.
American National selected AFFIRM® for Annuities to automate its advisor selling process. The wizard-based solution streamlines order-entry and supports customized workflows and suitability reviews, enabling financial institutions to meet state and federal regulations.
“The AFFIRM for Annuities compliance and order management solution was used to process nearly $16 billion in annuities in 2014, and this number continues to grow as it has become the product of choice among top-tier financial institutions,” said Tim Wallace, CEO of iPipeline.
“By combining the carrier’s complex product rules with the institution’s compliance processing needs, iPipeline has been able to positively impact how advisors do their daily jobs while generating 100 percent ‘in Good Order’ transactions.”
American National is headquartered in Galveston, Tex. and has been in the insurance business since 1905. The company has an A.M. Best Company ‘A’ rating.
iPipeline serves 125 carriers and 1,200 distributors and financial institutions
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