WHAT IS ESSENTIALS?
Essentials includes all the necessary tools to take your Life Insurance Sales processes digital.
The Essentials Bundle includes the following Online Tools
- iService Administration: The ‘Brains’ behind your iPipeline suite of tools. iService controls what Carriers, Products, States and other configurable options are available through your tools.
- Product Information: Access to Build Charts, Underwriting Requirements, Product Highlights, Age Limits, Face Amounts and more.
- Needs Analysis: Easy-to-use Needs Tool provides insights into a client’s recommended coverage needs.
- FormsPipe Downloadable PDF Forms: Access to 1000’s of Carrier Product and Supplemental forms, fillable and downloadable.
- Xrae: Supports multi-carrier, multi impairment health class ratings or ranges based on Published and Unpublished Carrier underwriting guidelines.
- LifePipe Term Life Quoting: Enables Agents and Agency staff to run multi-carrier quotes across 1000’s of Carriers term life products.
- iGO e-App: Access and complete 100’s of Carriers products on our e-Application platform, ensuring in good order submissions and benefits of straight through processing.
- DocFast Policy Delivery: Supports e-Delivery of policies across multiple Carriers.
- InsureSight: A cloud-based analytics and benchmarking service that provides key insights into your business.
TRAINING & SUPPORT
To learn more about one or more of the Essentials Tools or to schedule a training please reach out to our Support Team. Click the "Chat with an Expert" option in the right-hand corner below or find the Support option in the top, right-hand menu of your screen.
MORE INFORMATION
Click an icon below to learn more about each element of the Essentials Package.
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