iPipeline Launches Bank and Broker-Dealer Technology Advancement Program with Four Seasons Financial Group to Simplify and Streamline Life and Annuity Processing
FSFG to Deliver Training and Fulfillment Services with iPipeline’s Leading Technology to Modernize Processing
“iPipeline is aware of the challenges faced by banks, broker-dealers, and other institutional sales sources to initiate and streamline their life and annuities sales, suitability reviews, order entry and policy delivery. Whether the products are simplified issue or fully underwritten, advisors can leverage iPipeline’s one-stop platform to provide health class estimations and quotes, gain access to CRM data, complete an e-App or order entry, ensure compliance, and manage policy delivery. Our new Technology Advancement Program for institutional sales gives everyone the chance to accelerate sales through a world-class platform,” said
“Four Season Financial Group is excited about partnering with a market leader like iPipeline that shares our passion to improve the current process for selling annuity and insurance products. We tend to make it too difficult for advisors to sell our products and for their customers to buy them,” said
“One thing we definitely know about advisors in the bank and credit union channel is that they are always looking for the Easy Button and the sales path of least resistance,” said
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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