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Yurich will lead business development teams to drive long-term growth and client satisfaction.
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Cover to spearhead industry-leading digital innovation in life insurance and wealth management industries, enhancing value to clients and driving sustained product differentiation.
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PreQuo® Lead Gen Version 2 has been released to increase efficiencies and boost protection opportunity generation.
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Nearly half of advisers who responded to iPipeline's recent survey in the UK say they “strongly agree” that 2024 is shaping up to be a positive year in terms of protection sales growth.
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Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio.
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New CFO Adam Boone will lead iPipeline’s financial management to drive long-term growth strategy.
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The life insurance and pensions technology provider had a record number of income protection applications on its portal last month.
Press Releases
Life Insurance & Pensions Technology Provider Records a More than 60% Increase in Adviser Annuity Comparisons on its Portal Last Year Financial services technology provider iPipeline reported a significant increase in the demand for annuities last year amongst advisers. iPipeline has been tracking the number of annuity comparisons produced on its portal since 2013 and
Press Releases
Secure Your Spot Now for iPipeline’s Premier Annual Event on May 15-17 in Orlando, Featuring Opening Reception at SeaWorld and Keynote by Daymond John
Press Releases
NOVEMBER 28, 2023 — iPipeline, a leading global financial services technology provider, announces the promotion of Zoe Mears to the position of Enterprise Sales Manager. In this role, she will play a major role in assisting the organization in providing best-in-class, transformative technology solutions by establishing and managing relationships to maximise the promotion of iPipeline
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iPipeline announced today that Pat O’Donnell, a technology industry veteran with more than three decades of experience, has been appointed Chief Executive Officer.
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Showcasing updated corporate branding, iPipeline's new corporate website provides an easy to navigate digital experience while helping to simplify a complex industry.
Press Releases
20 September 2023, Cheltenham, UK Interest in annuities continues to increase among advisers, despite a gloomy outlook in the overall economy according to iPipeline, a leading financial services technology provider. The company recently released its report for the first six months of 2023, which shows quotes for annuities were up 65.4% – the highest level
Press Releases
23 August 2023, Cheltenham, UK iPipeline, a leading financial services technology provider, has hired Jon Finley as Business Development Director. He will lead the company’s SSG Digital platform across the Pensions, Savings, and Investments markets, as well as in already well-established Protection market, where up to 35% percent of all new protection business is currently
Media Coverage
InsurTech Magazine
Media Coverage
Private Wealth
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New integration between iGO e-App and Sircon for Carriers powers in good order applications and producer compliance for life insurance in real time.
Media Coverage
Life Annuity Specialist*
*Subscription may be required to read entire article.
*Subscription may be required to read entire article.
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Fortune 500 Veteran Leonid Davelman joins leading fintech company as VP of Customer Success to lead key initiative.
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Company adds George McDonnell as General Counsel, Diane Rowell as Chief People Officer, and Aaron Guidotti as VP of R&D.
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23 March 2023, Cheltenham, UK Financial services technology provider iPipeline is launching a new data migration solution which will enable pensions, savings, and investment providers to replatform faster than ever before. The company’s new Data Migration technology, alongside its SSG Digital platform, will allow providers to “lift and shift” their data quickly and efficiently, avoiding
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iPipeline Ecosystem’s Solutions create operational and supervisory efficiencies to simplify the process of helping clients benefit from annuities.
Press Releases
02 March 2023, Cheltenham, UK iPipeline® announced today that Sandringham Financial Partners has adopted its award-winning protection sourcing solution, SolutionBuilder®, and integrated PreQuo’s services into the cash flow modelling tool, CashCalc. iPipeline portals deliver 50% of all protection quotes in the UK market and enables advisers to source and compare products and prices across the
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iPipeline’s premier annual event, spanning nearly 25 years, will offer insights from industry visionaries, and focus on growing business and exceeding customer expectations.
Media Coverage
Life Annuity Specialist*
*Subscription may be required to read entire article.
*Subscription may be required to read entire article.
Press Releases
26 January 2023, Cheltenham, UK iPipeline® — a leading provider of low code / no code content-enabled digital solutions and services to the UK financial services industry – has announced its data will now be used in the online financial education platform, Thrive Money. Co-founded by Robert Caplan, Director and Head of Growth at First
Press Releases
10 November 2022, Cheltenham, UK iPipeline – the leading provider of digital end-to-end solutions for the UK life and pensions market – announces a new partnership with Royal London Ireland, as the provider launches into the Irish individual pension market. Royal London Ireland recently announced the launch of its new Personal Retirement Bond and Approved
Media Coverage
Broker World
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LGA forges strategic partnership with iPipeline to transform its business through access to real-time, data-driven insights and benchmarks.
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22 September 2022, Cheltenham, UK iPipeline® – a leading provider of low code / no code content-enabled digital solutions and services to the life insurance and financial services industry – today announces a partnership with Plannr, a new adviser Customer Relationship Management (CRM) organisation. The development of Plannr was funded in part by a kick-starter
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iCover’s algorithmic underwriting enables fast and accurate risk assessment at the point of sale, and significantly higher rates of instant decisions.
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National Life becomes one of the first providers to offer a fully digital distribution of indexed universal life insurance policies via same-say turnaround and without human touch.
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MassMutual announces another way to access its life and disability income (DI) insurance products. Effective immediately, products are now available through iPipeline on iGO®, iPipeline’s intelligent digital application platform built specifically for insurance and financial services.
Press Releases
iPipeline launches automated Life Update Process in response to the FCA’s Consumer Duty Consultation
07 July 2022, Cheltenham UK In a move to improve transparency, iPipeline® — a leading provider of low code / no code content-enabled digital solutions and services to the life insurance and financial services industry – today announces the launch of Life Update Process. This simple, fully configurable digital process allows banks, providers, and advisers
Press Releases
In partnership with Snowflake, turnkey solutions provider enables Advisors Excel to combine disparate data systems, automate workflows, and create practice efficiencies to position advisors for unlimited growth.
Press Releases
Ethos becomes first insurtech on the platform as proprietary iPipeline technology feature optimizes filtering of policies with instant underwriting.
Press Releases
09 June 2022, Cheltenham, UK iPipeline® — a leading provider of low code / no code content-enabled digital solutions and services to the life insurance and financial services industry – today announced it is extending its Product Features Report Service within SolutionBuilder®, powered by Protection Guru®, to include multi-benefit protection comparisons. iPipeline’s ground-breaking Product Features
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125 year old Fraternal Benefit Society plans to employ the iPipeline Ecosystem to improve agent & member experiences — and set a foundation for scalable growth.
Press Releases
iPipeline® — a leading provider of low code / no code content-enabled digital solutions and services to the life insurance and financial services industry – today announced a range of new hosted authoring services for insurers, from its best-in-class SSG Digital platform. This hosted authoring service allows insurers on the SSG Digital platform to enhance
Press Releases
iPipeline Honored Among Top Workplaces 2022 Award Recipients Based on Employee Feedback About the iPipeline Culture
Press Releases
Exton, PA (September 23, 2020) – Acquisition Expands the SSG Digital Platform to Include Low Code/No Code Advisor Products for Onboarding, Asset Movement, Maintenance and Transitions
Press Releases
Exton, PA (September 22, 2020) – Acquisition Expands Life Insurance Illustration System Offerings with PAS+ Integration for Insurers in the US
Press Releases
EXTON, PA (August 8, 2019) – iPipeline®, a leading provider of cloud-based software solutions for the life insurance and financial services industry today announced that it will be acquired by Roper Technologies, Inc, a diversified technology company and a constituent of the S&P 500, Fortune 1000, and the Russell 1000 indices. The acquisition is expected
Press Releases
Exton, PA (March 18th, 2019) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of Bluesun, a leading provider of software solutions to the life insurance and financial services industry in Canada.Bluesun designs software products to automate core business processes for MGAs, national accounts,
Press Releases
Exton, PA (January 3, 2018) – iPipeline® – a leading provider of cloud-based software solutions for the financial services industry – today announced the acquisition of TCP LifeSystems, a software solutions provider to life and pensions insurance companies in the US, UK, Canada, and Ireland. TCP’s digital Policy Administration System (PAS) module offers billing, claims,
Press Releases
Exton, PA (September 19, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Laser App Software®, a premier provider of forms automation and management software for the securities and insurance industries. Laser App is used by approximately 100,000 registered investment advisors (RIAs),
Press Releases
Exton, PA (January 23, 2017) – iPipeline® – a leading provider of cloud-based software solutions for the life insurance industry – today announced the acquisition of Resonant®, an emerging provider of Integrated Life Underwriting Solutions (ILUS). The acquisition further expands iPipeline’s industry-leading platform, moving them to the forefront of automated underwriting with Resonant’s breakthrough software