BCS Insurance Agency to Offer Annuities Through Four Seasons Financial Using iPipeline’s Multicarrier Platform
AFFIRM for Annuities is a compliance and order management system designed to integrate a carrier's complex product rules with a distributor's compliance processing requirements (customized workflows and suitability reviews) to generate transactions that are "in good order." Compliant annuity applications are electronically submitted to carriers for processing after successfully passing all supervisory reviews.
“BCSIA’s value-added approach to selling makes perfect sense to agents looking to offer their clients diversified financial services. Customer loyalty hinges on the buyer’s perception of value and service delivery,” said
“While our partners have traditionally sold health insurance products, we made the strategic decision to break the mold, automate the process using SimplyAnnuityTM, and offer fixed and fixed indexed annuities to our partners,” said
“While we have historically partnered with key financial services organizations – banks, broker-dealers, credit unions – we are now marketing to insurers to strategically expand their product offerings of life insurance and annuity products, automate the selling and buying process, and grow their revenue. BCSIA represents the future of one-stop selling and purchasing of diversified products,” said
About BCSIA
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About iPipeline
iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS-based new business acquisition platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the financial services industry including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, consumer delivery and self-service, and agency and firm management.
iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in
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iPipeline
Marketing
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Source: iPipeline
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