iPipeline Essentials

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  • Xrae: Supports multi-carrier, multi impairment health class ratings or ranges based on Published and Unpublished Carrier underwriting guidelines.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.

ISERVICE
PRODUCT INFORMATION
NEEDS ANALYSIS
FORMSPIPE
XRAE
LIFEPIPE
IGO EAPP
DOCFAST
INSURESIGHT

CREATE WITH US

Want a say in the design of our products? Join our product panel to participate in our user studies or complete one of our micro-studies