Reliance Standard Life Selects iPipeline AFFIRM for Annuities to Automate Advisor and Agent Selling Process
Order-Entry Solution Provides Customized Workflows and Reviews to Support FINRA,
“The retirement income industry is warming up, and individuals with ‘safe money’ are considering positioning their assets to last longer in annuities. Simplifying and streamlining the annuity selling process is critical to achieving a true speed to market advantage,” said
“Enabling financial institutions and BGA partners to process annuity products easier and faster strongly influenced our selection of iPipeline’s AFFIRM for Annuities solution. By combining our product rules with the institution’s compliance requirements and BGA’s processing needs, and ensuring ‘in good order’ submissions, iPipeline has been able to positively impact how advisors and agents engage their clients and sell,” said
To learn how you can implement iPipeline’s next-generation solutions to accelerate the marketing, selling and processing of life, annuity, and health products, contact [email protected] or call 1-800-758-0824, option 2.
About
In addition to marketing a portfolio of fixed and fixed indexed annuities,
Both Reliance Standard and Matrix are members of the
About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.
iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 120 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a cloud-based environment. With headquarters in
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Source: iPipeline
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