Tag: Bill Atlee

iPipeline Quarterly
BGA Buzz: Q2 2023 Issue
Looking for the Best e-Delivery Product on the Market? You May Already Have It! If you’re a BGA with a license for iPipeline’s e-SSENTIALS® package, you already have access to DocFast®, one of the industry’s best e-delivery solutions. Currently used by more than 22 carriers and 976 distributors in the U.S., DocFast helps you automate
iPipeline Quarterly
BGA Buzz: Q1 2023 Issue
Looking Ahead at Early Trends for 2023 Insights from the iPipeline Data Team  Happy New Year – or better yet – Happy 1st Quarter of 2023! Here at iPipeline, we may not believe in Ouija boards, fortune tellers, or crystal balls to forecast our future, but we do believe in our data – and the
iPipeline Quarterly
BGA Buzz: Q4 2022 Issue
The Industry’s Continuing Challenge of DTC Insights from Bill Atlee, Chief Innovation Officer and Founder of iPipeline It’s the question we ask ourselves, every day: “What’s for dinner?” The cheapest (but most time-consuming) way to do dinner is to drive to the grocery store, toss the items in your cart, drive home, and cook your
Press Releases
iPipeline® Provides Advisors Excel with Unified Path Toward Accessing Core Data Analytics in Financial Services
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.
Blogs
Robots Take Over Illustrations- Humans in Awe!
The newly enhanced iSolve® is a game changer: create a digital, end-to-end experience that avoids traditional illustration complications. Simply put: it's the fastest illustration tool an agent will ever use.
Blogs
5 Days Cost Carriers Millions of Dollars.
We found a precise day where industry placement ratio significantly dropped... and deemed the 5 day window afterwards to be the "hour of sour". Read on to find out more!