Southern Farm Bureau Life Enhances Customer Policy Servicing Experience with AlphaTrust e-Sign from iPipeline

Business Wire

Tight Platform Integration and Status Notifications Increase Speed and Improve Security

EXTON, Pa.--(BUSINESS WIRE)-- iPipeline® – a leading provider of cloud-based software solutions for the life insurance and financial services industry – today announced Southern Farm Bureau Life (SFBL) is enhancing the customer experience for policy servicing with the integration of AlphaTrust e-Sign into their business platform. The decision to implement AlphaTrust e-Sign was based on the customer’s ability to e-Sign with greater security within SFBL’s platform versus a 3^rd party website, automatic signature notifications, private labeling, and price competitiveness.

“Despite what many may think, all e-Signature products are not created equal. One of the barriers to customer adoption is leaving the security of the carrier’s website to e-Sign at a 3^rd party destination. This kind of experience can create security concerns for customers,” said Tim Wallace, CEO, iPipeline. “AlphaTrust e-Sign has an outstanding API, and we fully embed e-Sign within the carrier’s site. We also do not force co-branding on our customers and recognize their need to uniquely brand the e-Sign experience. All these capabilities add up to make AlphaTrust e-Sign a highly attractive and competitive product in today’s marketplace. We are pleased SFBL is trusting us with this vital part of their customer policy servicing experience.”

“The AlphaTrust e-Sign integration resulted in unexpected advantages for us. We rapidly realized most of our customers wanted to e-Sign in face-to-face meetings. This accelerated our straight-through processing by eliminating signature delays and streamlining policy servicing—a win-win for us and our customers,” said Charlie Allen, CTO, Southern Farm Bureau Life. “The automatic generation of e-Sign notifications is another plus for us. It notifies us when all parties have completed their signatures and eliminates a manually executed verification process. Having AlphaTrust e-Sign integrated into our platform is a big plus for us. We have substantially improved our customer journey and anticipate extending the value of AlphaTrust e-Sign throughout our selling and servicing process.”

iPipeline’s SSG Digital core platform is designed to enable the life insurance and financial services industry to automate and simplify all new business, administration, and in-force management tasks to achieve desirable business outcomes. For assistance in reimagining how your organization does business and achieving a competitive advantage, contact [email protected] or call 1-800-758-0824, option 2.

About Southern Farm Bureau Life

Southern Farm Bureau Life Insurance Company, chartered in 1946, began operations January 2, 1947, as a capital stock life insurance company. Today our organization has branched into cities and towns all over the South. As a result of our dedication to quality service, Southern Farm Bureau Life Insurance has grown in strength and stability. Visit www.sfbli.com.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis. Our innovative solutions include pre-sales support, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, user-driven configuration, consumer delivery and self-service, and agency and firm management.

iPipeline’s platform is used by more than 135 carriers, 1,350 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Burlington (Canada), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com.